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Caplin & Drysdale
Private Client

Overview

Our private client group counsels individuals and families on domestic and cross-border tax and estate planning issues, including the use of trusts, partnerships, corporations, foundations and wills and the application of tax treaties. We also represent domestic and international clients in disputes with the IRS regarding their income, estate, gift and generation-skipping transfer tax liabilities. We help individuals with their tax compliance issues, including pre- and post-immigration issues for international clients. We are one of the few firms with a focus on expatriation. Our attorneys draw upon their vast experience both in private practice and in government service to bring a uniquely informed perspective to our representations. 

News

Beth Kaufman Discusses Trump's Access to Trust Assets with The Washington Post
April 3, 2017
Beth Kaufman Speaks to Investment News on Possible Estate Tax Repeal
February 6, 2017
Beth Kaufman Speaks with Executive Leaders Radio on Her Role as Caplin & Drysdale President
December 20, 2016
Northern Virginia Magazine Names Beth Kaufman and Jeffrey Liesemer "Top Lawyers" for 2016
November 22, 2016
Caplin & Drysdale's Core Legal Services Earn Tier 1 Rankings in "Best Law Firms" for 2017
November 2, 2016
Beth Kaufman Talks to Forbes About Maryland Estate Tax Exemptions
October 25, 2016
Forbes Quotes Beth Kaufman on Estate Tax Changes for Wealthy Individuals
October 25, 2016
Beth Kaufman and Anne O'Brien Named Leading "Women in Business Law" for Trusts and Estates
September 8, 2016
Beth Kaufman Discusses Succession Planning with The American Lawyer
September 1, 2016
Best Lawyers in America Lists 18 Caplin & Drysdale Attorneys
August 15, 2016
Beth Kaufman Comments on Proposed Estate Tax Regulations in Washington Post
August 2, 2016
Caplin & Drysdale Listed in "Above the Law's" Tax Firm Power List
July 29, 2016
Washington Post Quotes Dianne Mehany on Britain's Foreign Minister Boris Johnson Owing U.S. Taxes
July 14, 2016
Caplin & Drysdale Attorneys Listed as "Leaders in Their Field" for Private Wealth Law
June 24, 2016
Three Caplin Lawyers Distinguished by Best Lawyers
June 21, 2016
Caplin & Drysdale Listed Among Top Lawyers for Tax, Bankruptcy, Estate Planning and Political Law
June 1, 2016
Anne O'Brien Shortlisted for Best in Wealth Management
May 20, 2016
Super Lawyers Recognizes Caplin & Drysdale Lawyers from Several Practice Areas
April 26, 2016
Patricia Lewis and Anne O'Brien Named in 2016 "Best of the Best" Global Ranking
April 5, 2016
Beth Kaufman Comments on the State of the Estate Tax
March 22, 2016
Washingtonian Names Beth Kaufman and Anne O'Brien Among 2016 Top Wealth Advisers
March 21, 2016
Beth Kaufman Discusses Tax Benefits of Succession Planning for Family-Owned Businesses
March 14, 2016
CNNMoney Quotes Dianne Mehany on Rise in Expatriations and How the U.S. Government has Raised Costs
February 19, 2016
Beth Kaufman Comments on Expanding Estate Tax Basis Consistency Mandate
February 9, 2016
U.S. News & World Report Quotes Anne O'Brien on Advice Financial Advisors Give Their Clients
January 29, 2016
Anne O'Brien Named a Leading Practitioner in Who's Who Legal
December 23, 2015
Dianne Mehany Quoted: Law Yanking, Denying Passports for Tax Delinquency Criticized
December 15, 2015
Caplin & Drysdale Attorneys Comment on Chan Zuckerberg Initiative
December 11, 2015
WSJ Quotes Beth Kaufman on Mark Zuckerberg's Philanthropic Goals
December 4, 2015
Washingtonian Names Caplin & Drysdale Attorneys Among Washington's Top Lawyers
November 19, 2015
CNBC Speaks to Beth Kaufman on Widely Ignored Estate Tax Requirement
November 4, 2015
U.S. News & World Report Lists Caplin & Drysdale in "Best Law Firms" for 2016
November 2, 2015
Michael Pfeifer Comments on U.S. Expatriation Numbers
September 14, 2015
Dianne Mehany Speaks with Tax Notes on U.S. Expatriation Numbers
September 9, 2015
The American Lawyer Names Caplin & Drysdale Global Legal Award Recipient for Swiss Tax Investigations
July 31, 2015
Caplin & Drysdale's International Tax Group Earns Top Honors for Second Consecutive Year
July 29, 2015
Caplin & Drysdale Lawyers Listed Among World's Leading Women in Business Law
July 28, 2015
Caplin & Drysdale's New York Office Welcomes Jonathan Brenner to Tax Practice
June 9, 2015
Beth Kaufman Speaks to The Wall Street Journal on Mikel Estate Tax Case
May 22, 2015
Clients and Peers Distinguish Caplin & Drysdale in Chambers' Rankings
May 19, 2015
Daily Tax Report Quotes Beth Kaufman on Carryover Basis Rules
May 8, 2015
Michael Pfeifer Comments on the Issuance of U.S. Guidance on Expatriate Tax Status
May 6, 2015
Super Lawyers Lists Caplin & Drysdale Lawyers
April 23, 2015
Dianne Mehany and Zhanna Ziering Talk to CNS Business: There's No Hiding from Uncle Sam
March 13, 2015
CNS Business Features Dianne Mehany and Zhanna Ziering on Seminar to Help U.S. Taxpayers in Cayman
March 3, 2015
Finance Monthly Names Caplin & Drysdale Private Client Law Firm of the Year
February 18, 2015
Caplin & Drysdale Elects Three New Members
February 2, 2015
Dianne Mehany Receives the ABA's Nolan Fellowship
February 2, 2015
POLITICO Quotes Beth Kaufman on Next White House Battle: Inheritance Taxes
January 30, 2015
Caplin & Drysdale Names Beth Kaufman President
January 26, 2015
Beth Kaufman Comments on Potential for Repeal of the Estate Tax
January 23, 2015
Beth Kaufman Comments on 6 Life Events That Change Your Taxes
January 20, 2015
The Wall Street Journal Quotes Beth Kaufman: Obama Takes Aim at 'Step Up' Tax Break on Inherited Assets
January 20, 2015
Joseph Brothers' Article Cited in UK Parliamentary Debate on Diverted Profits Tax
January 7, 2015
CNNMoney Quotes Dianne Mehany on Costs of Renouncing U.S. Citizenship
December 10, 2014
Law360 Quotes Kirsten Burmester: As FATCA Slowly Rolls Out, Its Impact Is Uneven
November 20, 2014
Michael Pfeifer and Kirsten Burmester Comment on Tax Returns of Americans Living Abroad Under Scrutiny
November 10, 2014
Victor Jaramillo Comments on Non-Willful Conduct Under Streamlined OVDP
November 7, 2014
Worldwide Tax Daily Quotes Victor Jaramillo: IRS Working with SSA on Offshore Streamlined Filing Requirement
November 7, 2014
Caplin & Drysdale Receives High Rankings from 2015 U.S. News-Best Law Firms
November 4, 2014
Beth Kaufman and Anne O'Brien Named Top Estate Attorneys in Washingtonian Magazine
October 30, 2014
Fortune Lists Caplin & Drysdale Lawyers Among Leaders in the Law
October 6, 2014
Caplin & Drysdale Lawyers Chosen as "The Best of the Best USA" for 2014
September 16, 2014
The Wall Street Journal Quotes Beth Kaufman on Tax-Smart Philanthropy Made Easy
August 22, 2014
Caplin & Drysdale Lawyers Earn Best Lawyers Ranking
August 21, 2014
Guide to World's Leading Women in Business Law Lists Caplin & Drysdale Lawyers
July 29, 2014
With Its Founders, Caplin & Drysdale Celebrates 50 Years of Excellence
July 23, 2014
Clients and Peers Recommend Caplin & Drysdale in 2014 Legal 500 Ranking
July 1, 2014
Global Law Experts Award Caplin & Drysdale 2014 International Private Client Law Firm of the Year in Washington, D.C.
June 9, 2014
Women in Business Law Honor Beth Kaufman as a Leading Practitioner in Estate Planning
June 9, 2014
Caplin & Drysdale Earns Top Honors in 2014 Chambers USA
May 28, 2014
Bloomberg Quotes Michael Pfeifer: Trusts May Be Financial Institutions Under FATCA
May 20, 2014
Michael Pfeifer Comments on the Impact of FATCA on Trust Companies
May 20, 2014
The Washington Post Lists Caplin & Drysdale Attorneys Among the Top Attorneys in D.C.
April 30, 2014
Tax Notes Today Quotes Kirsten Burmester: Toward a Solution to the PFIC Problem
April 14, 2014
Bloomberg Quotes Beth Kaufman on Proposed Estate and Gift Tax Changes
March 5, 2014
Law360 Quotes Dianne Mehany on Tax Tips for U.S. Expatriates
January 27, 2014
Caplin & Drysdale Strengthens Global Tax and Litigation Services
January 8, 2014
Washingtonian Recognizes Caplin & Drysdale Attorneys Among Washington's Best Lawyers
December 3, 2013
Daily Tax Report Quotes Beth Kaufman on GST Exemption
December 2, 2013
Caplin & Drysdale Lawyers Listed in World's Leading Women in Business Law
November 8, 2013
Tax Notes Today Quotes Michael Pfeifer: U.S. Expatriations Likely Won't Increase Further in Future, Practitioner Argues
October 25, 2013
The Wall Street Journal Quotes Beth Kaufman on States with Highest Death Taxes
October 25, 2013
19 Caplin & Drysdale Attorneys Achieve Best Lawyers in America Ranking
October 21, 2013
Caplin & Drysdale Enhances Tax Practice with Three Lateral Hires
October 1, 2013
WSJ Quotes Beth Kaufman on Planning for Higher Tax Rates on Top Earners
September 6, 2013
Beth Kaufman Comments on Obama FY 2014 Estate Tax Proposals
July 15, 2013
Beth Kaufman Comments on DOMA Ruling and Extension of Benefits to Gay Married Couples
June 27, 2013
Tax Notes Quotes Beth Kaufman on the Estate Planning Implications of the DOMA Ruling
June 27, 2013
Beth Kaufman Comments on Ex-Pistons Owner's $2 Billion Tax Dispute
June 21, 2013
Scott Michel and Michael Pfeifer Selected for Legal Tax Advisory Board
June 10, 2013
Korea Daily Quotes Sean Kahng on Expatriation Tax
June 6, 2013
14 Caplin & Drysdale Attorneys Recognized in Chambers USA 2013
May 29, 2013
Wealthy Americans Target of New IRS Initiative
May 7, 2013
The Sovereign Investor Quotes Michael Pfeifer on Puerto Rico's Tax Incentives
May 2, 2013
Super Lawyers Lists Nineteen Caplin & Drysdale Attorneys
April 29, 2013
Beth Kaufman Comments on Future of Estate Tax with Daily Tax Report
March 28, 2013
The New York Times Quotes Michael Pfeifer on Puerto Rico's Tax Incentives
March 26, 2013
Caplin & Drysdale Attorneys Recognized by Peers in Best Lawyers in America
March 18, 2013
Caplin & Drysdale Lawyers Alert International Athletes to Beware Endorsement Tax Issues
March 18, 2013
Michael Pfeifer Speaks with Tax Notes on Foreign Citizenships "For Sale"
March 5, 2013
Korea Daily Quotes Sean Kahng on U.S. Reporting Requirements for Korean Americans
March 4, 2013
Beth Kaufman Quoted by The Fiscal Times on Little Known Tax Breaks
February 1, 2013
Beth Shapiro Kaufman Quoted in Bloomberg BNA, Fiscal Cliff Unified Estate, Gift Tax Exemptions Seen as Windfall by Advisers
January 3, 2013
Beth Kaufman Discusses Estate Tax Rate Extension with the Daily Tax Report
November 21, 2012
U.S. News Recognizes Caplin & Drysdale With Top Ranking
November 8, 2012
Beth Kaufman Quoted in BNA's Daily Tax Report on Year-End Charitable Contributions
October 26, 2012
Beth Kaufman Quoted in The Wall Street Journal, The Gift That Keeps Giving
August 17, 2012
Scott Michel Comments on New IRS Voluntary Disclosure Guidance
July 2, 2012
Scott Michel Comments on New Voluntary Disclosure Guidance From the IRS
June 29, 2012
Scott Michel Quoted in Tax Notes, IRS Revising FAQ for Offshore Voluntary Disclosure Program
June 25, 2012
Scott Michel Quoted in Reuters, U.S. in Tax Crackdown Pact With Swiss, Japanese
June 21, 2012
Scott Michel Quoted on CNBC, Tax Shelters: Why Israel Could Be the Next Switzerland
June 19, 2012
Chambers and Legal 500 Recognize Caplin & Drysdale in 2012 Top Rankings
June 12, 2012
Beth Kaufman Quoted in The Wall Street Journal, Invasion of the Charity Snatchers
June 8, 2012
Tax Notes Today Quotes Dianne Mehany: Facebook Expat Is Latest Billionaire Without Borders
May 21, 2012
Michael Pfeifer Quoted in CNBC article, Facebook Co-Founder Saverin Renounces Citizenship
May 11, 2012
Beth Kaufman Quoted in Tax Analysts, New Obama Budget Proposal Targets Popular Estate Planning Technique
February 15, 2012
The Washingtonian Lists Eight Caplin & Drysdale Attorneys as Top Lawyers in Washington
December 30, 2011
David Rosenbloom Quoted in The New York Times, Law to Find Tax Evaders Denounced
December 26, 2011
Beth Kaufman Quoted in The Wall Street Journal, Good News for Gift Givers
November 29, 2011
Beth Kaufman Quoted in The Wall Street Journal, IRS Clarifies Estate Rules
October 8, 2011
Beth Kaufman Quoted in Reuters, How to Claim Unclaimed Money Without Getting Scammed
October 7, 2011
Beth Kaufman Comments on Estate Carryover Election
September 22, 2011
The Best Lawyers in America Ranks 19 Caplin & Drysdale Attorneys as Leaders in Their Field
September 1, 2011
Beth Kaufman Quoted in Dow Jones, Estate Tax Fog Settles In
August 9, 2011
Beth Shapiro Kaufman Quoted in The Fiscal Times Article, Red Flags: IRS Taking a Tougher Look at Tax Deductions
July 22, 2011
Chambers and Legal 500 Recognize Caplin & Drysdale in 2011 Top Rankings
June 16, 2011
Scott Michel & Beth Shapiro Kaufman Comment in the Wall Street Journal, The Tax Blog
June 1, 2011
Beth Shaprio Kaufman Comments in Wall Street Journal Article, IRS Scrutinizes Gifts of Real Estate
May 26, 2011
Beth Kaufman Responds to Obama's Estate Plan Proposal
March 5, 2011
Beth Kaufman Speaks on Recent Developments in Trusts and Estates at the 2011 Heckerling Conference
February 3, 2011
Caplin & Drysdale Attorneys Comment on WikiLeaks' Release of Offshore Account Data
February 3, 2011
Beth Kaufman Comments on the Latest Developments About the Estate-Tax Provision
December 17, 2010
Richard Schmalbeck Comments on the "Death Tax"
December 16, 2010
CNBC Interviews Beth Kaufman on the Estate Tax Repeal
November 12, 2010
Beth Kaufman Selected as One of the Best Estate Planning Attorneys in the Washington Area
November 1, 2010
Beth Kaufman Discusses Implications of the Estate Tax Repeal
October 20, 2010
Beth Kaufman States Generation-Skipping Transfer Tax Is More Troublesome in 2010 Than Estate Tax
October 4, 2010
Beth Kaufman Comments on Shielding Estates Through Prenuptial Agreements
October 1, 2010
David Rosenbloom Comments on Undeclared Offshore Banking's Shift to the East
September 24, 2010
Caplin & Drysdale Recognized in 2011-2012 U.S. News-Best Law Firms Ranking
September 15, 2010
University of Virginia Renames the Daniel Caplin Professorship in Law to the Mortimer M. Caplin Professorship in Law
August 18, 2010
19 Caplin & Drysdale Attorneys Named Best Lawyers in America
August 4, 2010
Beth Kaufman Applauds IRS for Granting Extensions to Make QTIP Election
July 23, 2010
Chambers USA and Legal 500 Recognize Caplin & Drysdale in 2010 Top Rankings
June 15, 2010
Beth Kaufman Comments about the Latest Developments in the Estate Tax Debate
April 22, 2010
Retroactive Law Could Be Estate Tax Remedy
December 10, 2009
Beth Kaufman Comments about Judge's Appointment of Executors for Jackson Estate
November 11, 2009
Washingtonian Magazine Lists Six Caplin & Drysdale Attorneys as Top Lawyers in Washington
November 1, 2009
The IRS Goes Golfing for Revenues From Foreign Athletes
August 18, 2009
Movie Deal Could Strengthen Hold on Jackson Estate
July 22, 2009
When There Is a Will, Things Are More Likely to Go Your Way
July 19, 2009
All the Right Moves
July 12, 2009
Jackson Will Hits All the Right Notes
July 12, 2009
Caplin & Drysdale's Beth Kaufman Discusses Legal Issues of Michael Jackson's Estate
July 1, 2009
Video Interview: Michael Jackson Estate Analysis by Caplin & Drysdale's Beth Kaufman
June 29, 2009
Super Lawyers Recognizes Nine Caplin & Drysdale Attorneys in Five Practice Areas
March 27, 2009

Events

Michael Pfeifer to Speak on Practical and Technical Issues for the Immigrating Client at STEP International Tax and Estate Planning Forum
May 4, 2017
Beth Kaufman to Speak at Bloomberg BNA Estates, Gifts and Trusts Luncheon
May 3, 2017
Michael Pfeifer to Discuss Wealth Management at Tax Planning Strategies Conference in Barcelona
April 5, 2017
Beth Kaufman to Speak at 46th Annual Estate Planning Seminar
January 20, 2017
Arianna Caldwell to Moderate Panel on Subpart F Tax at ABA Tax Section 2017 Midyear Meeting
January 19, 2017
Dianne Mehany to Speak on Trust Distributions to Foreign Beneficiaries at Strafford Webinar
January 5, 2017
Beth Kaufman and William Fournier to Speak at MACPA 2016 Advanced Tax Institute
November 15, 2016
Michael Pfeifer to Speak on Expatriation at ALI CLE International Trust and Estate Planning Program
October 28, 2016
Michael Pfeifer to Speak on Foreign Trusts and Foreign Business Interests at ALI CLE International Trust and Estate Planning Program
October 27, 2016
Beth Kaufman to Speak at 11th Annual Delaware Trust Conference
October 25, 2016
Beth Kaufman to Speak at ACTEC 2016 Fall Meeting
October 22, 2016
Beth Kaufman to Speak on Common GST Problems at D.C. Bar Series on Estate Planning
October 18, 2016
Beth Kaufman to Speak on Charitable Giving at AJC Lunch
October 6, 2016
Beth Kaufman to Speak on Common GST Problems at Denver Estate Planning Council Breakfast
September 29, 2016
Beth Kaufman to Speak at ACTEC Mid-Atlantic Regional Meeting
September 18, 2016
William Fournier to Speak at ABA Business Law Section Annual Meeting
September 9, 2016
Dianne Mehany to Speak on IRS Form 3520 at Strafford Webinar
July 14, 2016
Dianne Mehany to Speak on FATCA at AAA-CPA Annual Meeting & Education Conference
June 23, 2016
Michael Pfeifer to Discuss Expatriation Planning for High-Net-Worth Individuals at Bloomberg BNA Event
June 13, 2016
Beth Kaufman to Speak on 100th Anniversary of the Federal Estate Tax at American Law Institute Video Webcast
May 11, 2016
Michael Pfeifer to Speak on Planning for Changes of Residence and Nationality at STEP International Tax and Estate Planning Forum
May 5, 2016
Beth Kaufman to Speak on Estate Planning at IMCA 2016 Investment Consultants Conference
February 1, 2016
Michael Pfeifer to Speak at STEP Event
January 14, 2016
Michael Pfeifer to Speak on Immigration and Tax Compliance at Bloomberg Webinar
November 12, 2015
Beth Kaufman and Megan Wernke to Speak at the 2015 Advanced Tax Institute
November 3, 2015
Dianne Mehany to Speak at 2015 Aetna International Customer Forum
November 3, 2015
Beth Kaufman to Speak at Annual Delaware Trust Conference
October 26, 2015
Beth Kaufman to Speak on Recent Developments in Federal Case, Regulations, and Delaware Trust Law
October 26, 2015
Beth Kaufman to Speak on the Future of Estate Planning at B'nai B'rith International
October 21, 2015
Dianne Mehany to Speak at ABA's 2015 Joint Fall CLE Meeting
September 18, 2015
Dianne Mehany to Speak at IFA Basel 2015
September 2, 2015
Michael Pfeifer to Speak on Expatriation
August 14, 2015
Michael Pfeifer to Speak at ALI CLE International Trust and Estate Planning
August 13, 2015
Michael Pfeifer to Speak on FATCA and Compliance Issues
August 13, 2015
Kirsten Burmester to Speak on Mastering Form 3520 Webinar Panel
July 16, 2015
Beth Kaufman to Speak at Baker Tilly Trust and Estate Conference
June 24, 2015
Michael Pfeifer to Speak at The Inaugural STEP USA Conference
June 4, 2015
Michael Pfeifer to Speak on Pre-Immigration Planning, Expatriation, and Immigration
June 4, 2015
Michael Pfeifer to Speak on Ethics and Tax Compliance Panel
May 17, 2015
Arielle Borsos to Speak on Taxation of Foreign Athletes
April 16, 2015
Megan Wernke to Speak on The Changing Landscape of Estate Planning
April 16, 2015
Michael Pfeifer to Speak on 15th Annual Tax Planning Strategies Panel
April 15, 2015
Dianne Mehany and Zhanna Ziering to Speak at U.S. Tax Requirements and Compliance Seminar
March 11, 2015
Beth Kaufman to Speak at ACTEC's 2015 Annual Meeting
March 8, 2015
Michael Pfeifer to Speak at STEP Mid-Atlantic Branch Lunch
February 3, 2015
David Rosenbloom and Victor Jaramillo to Speak at the University of Geneva
February 2, 2015
Dianne Mehany to Speak on Tax Treaties Panel
January 31, 2015
Beth Kaufman to Present Keynote Speech at 21st Annual Estate Law Institute
November 20, 2014
Michael Pfeifer to Speak at STEP Global Conference
November 7, 2014
Beth Kaufman to Present Creative Strategies for Using Lifetime QTIPS
October 22, 2014
Beth Kaufman to Speak at Estate Planning Council Breafast
October 21, 2014
Michael Pfeifer to Speak on Expatriation Provisions
October 21, 2014
Michael Pfeifer to Serve as Planning Chair for International Trust and Estate Planning CLE
October 20, 2014
Michael Pfeifer to Speak on FATCA and Compliance Issues Panel
October 20, 2014
Sharon Nokes and William Fournier to Speak on Form 990 and Other IRS Reporting Issues
October 1, 2014
Beth Kaufman to Speak at ACTEC Mid-Atlantic Meeting
September 14, 2014
Dianne Mehany Moderates Panel of Tax Court Judges
May 9, 2014
Dianne Mehany to Speak at ABA May Meeting on Inbound Controversies
May 9, 2014
Dianne Mehany to Speak on International Tax Enforcement Panel at ABA May Meeting
May 8, 2014
Michael Pfeifer to Speak at ALI-CLE Seminar
April 17, 2014
Beth Kaufman to Speak at San Francisco Estate Planning Council
March 19, 2014
Michael Pfeifer to Speak at Legal Week's Private Client Forum Americas 2014
February 5, 2014
Dianne Mehany to Speak at ABA Joint Committee on Employee Benefits Webinar
December 17, 2013
Dianne Mehany to Speak at ALI CLE Program
December 16, 2013
Beth Kaufman to Speak on ABA Estate and Gift Tax Committee Conference Call
November 21, 2013
Beth Kaufman to Speak at the Advanced Tax Institute
November 19, 2013
Michael Pfeifer to Speak at the 22nd International Tax and Trust Summit
November 19, 2013
Stafford Smiley to Speak at Moscow State Law Academy
October 25, 2013
Michael Pfeifer to Speak on Record Renunciation of U.S. Citizenships
October 24, 2013
Michael Pfeifer to Speak on Tax Consequences to Trustees of Foreign Trusts
October 24, 2013
Stafford Smiley Speaks On Tax Reform at the Russian IFA
October 23, 2013
Stafford Smiley to Speak at the 2nd Annual Conference of the Moscow State Institute for Law
October 17, 2013
Michael Pfeifer to Speak at Annual Advanced ALI-CLE Course: International Trust and Estate Planning
October 11, 2013
Beth Kaufman to Speak at ACTEC Mid-Atlantic Meeting
October 4, 2013
Dianne Mehany to Speak at ABA Section of Taxation and Section of Real Property, Trust & Estate Division's 2013 Joint Fall Meeting
September 20, 2013
Michael Pfeifer to Speak at ABA Section of Taxation and Section of Real Property, Trust & Estate Division's 2013 Joint Fall Meeting
September 20, 2013
Stafford Smiley to Speak at American Chamber of Commerce in Poland
September 20, 2013
Dianne Mehany to Speak at the 2013 ABA May Meeting
May 10, 2013
Michael Pfeifer Speaks at TTN Conference New York 2013
May 6, 2013
Beth Kaufman Speaks at ABA 24th Annual Spring CLE Symposia
May 3, 2013
Beth Kaufman to Present Webinar on Estate Planning After the American Taxpayer Relief Act
April 11, 2013
Beth Kaufman to Speak at Webcast for ALAS Members
April 4, 2013
Beth Kaufman to Speak at Family Office Exchange Program
January 30, 2013
Beth Kaufman to Speak at ACTEC Seminar
January 25, 2013
Beth Kaufman to Participate in Q&A Panel at Heckerling Institute
January 16, 2013
Beth Kaufman to Speak at the 47th Annual Heckerling Institute on Estate Planning
January 14, 2013
Beth Kaufman to Speak at ACTEC Program
December 13, 2012
Beth Kaufman to Discuss Estate Planning at Planned Giving Roundtable
December 12, 2012
Niles Elber, Matthew Hicks, and Michael Pfeifer to Present Program to Mid-Atlantic STEP Members
December 3, 2012
Beth Kaufman to Speak at D.C. Bar Event on Estate Tax
November 20, 2012
Michael Pfeifer to Speak at ACTEC's 2012 Fall Meeting Professional Program
October 20, 2012
Beth Kaufman to Speak at ACTEC's 2012 Fall Meeting Professional Program
October 19, 2012
Beth Kaufman to Speak at 2012 Delaware Trust Conference
October 2, 2012
Beth Kaufman to Speak at STEP's Estate & Gift Taxes: Planning for Uncertainty in the Year of the Dragon
September 27, 2012
Beth Kaufman to Speak at Solomon and Sylvia Bronstein Seminar for Professionals 2012
September 6, 2012
Michael Pfeifer to Speak at ALI-ABA International Trust and Estate Planning Conference
August 24, 2012
Mortimer Caplin, Dianne Mehany, Scott Michel, and Cono Namaroto to Speak at the 64th Annual Virginia Conference on Federal Taxation
June 7, 2012
Michael Pfeifer to Speak at STEP Pacific Rim Conference
May 3, 2012
Dianne Mehany to Speak on Niche Tax Practices
May 1, 2012
Michael Pfeifer to Speak at Practising Law Institute's 2012 International Estate & Tax Planning Conference
April 23, 2012
Michael Pfeifer to Speak at 17th Annual International Wealth Transfer Practice Conference
March 5, 2012
Estate and Tax Planning for Wealthy Widows and Widowers
January 27, 2012
The U.S. Expatriation Tax
January 25, 2012
Michael Pfeifer to Speak at Florida Bar's 30th Annual International Tax Conference
January 19, 2012
Beth Kaufman to Discuss GST Tax at Heckerling Conference
January 12, 2012
Beth Kaufman Speaks at the Heckerling Institute on Estate Planning
January 11, 2012
Beth Kaufman to Discuss Estate Planning Basics at AICPA National Tax Conference
November 7, 2011
International Bar Association Annual Conference
October 30, 2011
The Nuts and Bolts of Expatriation – What Is the Process?
October 18, 2011
Beth Kaufman to Speak on Tax Reporting for 2010 Decedents
September 21, 2011
Beth Kaufman to Discuss Exemptions at Estate Planning Council Program
September 20, 2011
Michael Pfeifer to Chair ALI-CLE and ABA Course
August 19, 2011
Michael Pfeifer to Speak on Expatriation
August 19, 2011
Michael Pfeifer to Present Opening Remarks for ALI-CLE and ABA Course
August 18, 2011
Beth Kaufman to Speak at New York Philanthropic Planning Symposium 2011
May 26, 2011
Beth Kaufman to Discuss Estate Planning at National Tax Association Spring Symposium
May 19, 2011
Michael Pfeifer to Speak on Income and Transfer Planning Group Panel
April 29, 2011
Beth Kaufman to Speak at 2011 Spring Symposia
April 28, 2011
Michael Pfeifer to Speak on International Trust Taxation
March 25, 2011
Michael Pfeifer to Speak at the 7th Annual International Estate Planning Institute
March 24, 2011
Beth Kaufman to Discuss Impact of 2010 Tax Act
January 28, 2011
Dianne Mehany to Moderate Transferee Liability Panel
January 21, 2011
Beth Kaufman to Participate in Estate Tax Panel
December 22, 2010
Beth Kaufman to Discuss Estate Planning Hot Topics
October 15, 2010
Beth Kaufman to Discuss 2010 Estate Planning Opportunities
September 29, 2010
Dianne Mehany to Moderate Tax Aspects of Disasters
September 24, 2010
Michael Pfeifer to Serve as Planning Chair for ALI-ABA Advanced Course
August 20, 2010
Michael Pfeifer to Speak on Expatriation
August 20, 2010
13th Annual Advanced ALI-ABA Course of Study for Counselors to Foreign and U.S. Clients
August 19, 2010
Michael Pfeifer to Present Opening Remarks and Course Overview for ALI-ABA Advanced Course
August 19, 2010
Beth Kaufman to Discuss Estate Tax Legislative Update
May 6, 2010
Beth Kaufman to Discuss Upcoming Estate Tax Legislation
February 22, 2010
Beth Kaufman to Discuss Tax Planning Proposals for a New Era
January 14, 2010
Audio Conference: Leaving the U.S.?
January 12, 2010
Beth Kaufman to Participate in Planned Giving Roundtable
December 8, 2009
School of Law 2009 Procopio International Tax Institute
October 19, 2009
Beth Kaufman to Discuss Failure to Allocate GST at Duke Conference
October 15, 2009
Michael Pfeifer to Chair ALI-ABA Course
October 1, 2009
Dianne Mehany to Speak at ABA's 2009 Fall Joint Meeting
September 24, 2009
21st Annual International Trust & Tax Planning Summit
September 23, 2009
Latest International Tax Developments and News from Washington, D.C.
September 23, 2009
Dianne Mehany to Speak Chamberlain Hrdlicka 2008 Annual Tax Forum
December 17, 2008
Dianne Mehany to Speak at ABA's 2008 Joint Fall Meeting
September 22, 2008
The Current State of Expatriation
June 3, 2008
Michael Pfeifer to Speak at 19th Annual Spring Symposia
May 1, 2008
Taxation of Artists and Sportsmen
October 11, 2007
Michael Pfeifer to Discuss International Trust and Estate Planning
August 25, 2005

Publications

On the Centennial Anniversary of the Estate Tax
September 23, 2016
U.S. Tax Enforcers React to The Panama Papers
September 1, 2016
Wealth Inequality, Tax Policy, and the 2016 Elections
June 1, 2016
2016 Tax Planning Ideas for People 50+
February 26, 2016
Allocating Generation-Skipping Transfer Tax Exemption
December 30, 2015
The Intersection of U.S. Tax Treaty Policy, Tax Reform, and BEPS
July 24, 2015
Moore Requires 'More' Scrutiny of IRS-Imposed FBAR Penalties Under the Administrative Procedures Act
July 17, 2015
FATCA – Enforcement Win or Expatriate Generator?
July 1, 2015
HR1104 Would Unintentionally Eliminate Private Foundation Safeguards
June 16, 2015
Treasury Proposes Significant Changes to U.S. Model Treaty
June 4, 2015
Reflections on the Intersection of U.S. Tax Treaty Policy, U.S. Tax Reform, and BEPS
May 25, 2015
The Tax Planner's Tightrope: Morality and Politics Now in Play
May 5, 2015
Inherited IRAs in the Crosshairs
December 30, 2014
The Current State of Expatriation
December 1, 2014
From the Double Irish to the Bermuda Triangle
November 24, 2014
Visions of Tax Reform Without Estate Tax Changes
June 2, 2014
The Current State of Expatriation
December 31, 2013
FATCA: An Overview of Its Scope and Application to Non-U.S. Entities Chapter
December 23, 2013
A Rant About the Implications of an IRS Scandal
December 2, 2013
Allocation of Indexed GST Exemption
September 11, 2013
Me, Myself, and My Subsidiary: A Shift in the Intent Standard in Related-Party Hybrid Debt Cases
September 1, 2013
Amazon.com v. Commissioner: Veritas Redux?
August 1, 2013
FATCA Reporting – Are Trusts and Trustees Caught in the Net?
July 1, 2013
Transfer Tax Certainty is Finally Here! What Now?
June 1, 2013
Cruising Toward Safe Harbors for Transfer Pricing?
March 1, 2013
Mutual Administrative Assistance in Tax Matters
March 1, 2013
Demystifying the IRS Guidance Process
February 1, 2013
Recent Developments: U.K. Excess Profits Tax Under the U.S. Foreign Tax Credit
January 1, 2013
Federal Tax Rules Should Not Be Used to Limit Trust Duration
August 13, 2012
Primary Concerns: Canvassing Transfer Tax Proposals
June 1, 2012
Case Updates-Dell Products (Norway) General Electric Capital (Canada) SNF (Australia)
March 1, 2012
No Time Like the Present for Gifting: Tax Relief Act Planning Opportunities
February 8, 2012
Commissionaire and Contract Manufacturing Arrangements - New Developments on Permanent Establishment Issue
January 1, 2012
Guidance From the IRS: The Logjam Finally Breaks
December 1, 2011
The Federal Estate and Gift Tax: A Case Study in Uncertainty
December 1, 2011
2010 Treaty Developments
November 1, 2011
Qualified Intermediaries, The EU Savings Directive, Trace--What Does FATCA Really Add
September 1, 2011
India's Proposed Direct Taxes Code - Highlights For Corporate Taxpayers
July 1, 2011
Finally Legislation! Congress Kicks the Can Down the Road
May 31, 2011
ITPF - Georgetown University Law Center Conference on Reform of International Tax
May 1, 2011
An Overview of the Foreign Account Tax Compliance Act
April 28, 2011
Putting an End to Foreign Tax Credit 'Splitting' Transactions
March 1, 2011
United States: Decoding Cross-Border Tax Compliance: CFCs, PFICs, Foreign Trusts & Foreign Gifts And Bequest
March 1, 2011
President Obama's Efforts at International Tax Reform
January 1, 2011
Happy New Year: Out with the Old, and in with the...Older!
December 1, 2010
Advise Client Companies to Review Payroll Practices
September 10, 2010
A Shift Toward Consumption Taxes: The Tax Policy Prescription For The Fiscal Ills of The Global Financial Crisis
July 1, 2010
2010: The Anatomy of a Train Wreck
May 1, 2010
Loan Guarantees and Transfer Pricing
May 1, 2010
National Westminster Bank: Will the IRS Ever Give Up
March 1, 2010
Federal Estate and GST Tax Repeal
January 19, 2010
Estate Tax Expires - for Now
January 7, 2010
The Curious Case of The Partial Loophole Closer
January 1, 2010
Budget and Health Care and Taxes. Oh My!
December 1, 2009
2009 Treaty Developments
November 1, 2009
The Final State of Expatriation? - Part I
October 1, 2009
The Final State of Expatriation? - Part II
September 28, 2009
Estate Tax Legislation in 2009: Avoiding the Train Wreck
July 1, 2009
Comments to the Proposed Amendments to the Rules of the United States Tax Court
May 27, 2009
Shooting for the Stars
April 20, 2009
Cross-Border Information Reporting & Civil Penalities (in a Nutshell)
April 1, 2009
Wealth Transfer Strategies for Turbulent Times
December 9, 2008
Checking in with the Guidance Department
December 1, 2008
Foreign Trusts: Everything You Wanted to Know About the Taxation of Foreign Trusts But Were Afraid to Ask
October 23, 2008
The Current State of Expatriation
June 3, 2008
Hearing It Out
June 1, 2008
Curing Non-Compliance: Practical Factors to Consider in the United States
May 1, 2008
Curing Non-Compliance: Practical Factors to Consider in the United States
March 3, 2008
Gazing Into the Crystal Ball: A Prediction of Post-Election Action
December 1, 2007
"Hot Interest" for Large Corporate Underpayments
November 1, 2003
Tax Accounting Monthly Column
August 1, 2003
Estate, Gift, and Generation-Skipping Taxes: The Implications of the Economic Growth and Tax Relief Reconciliation Act of 2001
July 11, 2001
Income Tax Changes, Estate Tax Changes And Implications for Charitable Giving Of the Economic Growth and Tax Relief Reconciliation Act of 2001
July 1, 2001

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