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01/06/11
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Once in a Lifetime Planning Opportunities for the New Decade
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Katharine Davidson, Paul Sczudlo and Cindy Spetalnick
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02/16/11
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Art Succession
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Michael Mendelsohn
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Mr. Mendelsohn will address innovative transfer tax planning strategies for art and antique assets, ...
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02/24/11
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2011 Offshore Voluntary Disclosure Initiative
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William Norman, Michelle G. Ferreira and Wayne Johnson
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Discussion on the new VDP announced on February 8, 2011 for taxpayers with offshore assets, covering...
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03/02/11
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Annual Festival Of The Forms Presentation
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Paul Sczudlo, Maria Otero and Michael Ozen
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Recap noteworthy issues relating to tax forms, emphasizing cross-border compliance. Topics inc...
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10/04/11
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Compliance for High Wealth Individuals
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K Davidson, J Johnson and J Strouse
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Katharine Davidson, Jenny Johnson and Jonathan Strouse of Holland & Knight (Los Angeles and Chic...
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11/15/11
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Family Reputation Management and Privacy Protection In The Digital Age
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Arne Boudewyn, Cynthia Brittain and Anna M Winningham
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Reputation can be tarnished overnight. what can be done to lessen the severity of reputation risk du...
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12/07/11
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Personal Security, Family Continuity Planning & Asset Privacy Techniques
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Craig Colburn sr., Greg Pearson and Cynthia Brittain
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CRAIG COLBURN SR....
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12/15/11
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4th Annual Holiday Cocktail Party and Reception For STEP Members
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01/18/12
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Final IRS Form 8938 and IRC 6038D
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P S Chapiro, M K Davidson & W K Norman
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A DISCUSSION ON THE RECE...
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