House Ways & Means Committee Takes Aim at Exemption Amounts, Valuation Discounts & Grantor Trusts

On September 15, 2021, the House Ways and Means Committee reported legislation to meet the Ways and Means directive in the FY 2022 Budget Resolution. Our Estate Planning team recaps the most important proposals affecting high-net-worth individuals.

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Tax considerations when working from home

At Zirkzee Group, we have thoroughly renovated our office in 2021. The physical walls have been knocked down and activity- based working should further break down the virtual walls between employees. The new office space is fully equipped for activity-based working: there are, among other things, workplaces that are suitable for small and larger teams, […]

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GWW joins IR as the exclusive Tax (Private Client) Member in Poland

IR Global, the world’s largest exclusive network of advisory firms is delighted to introduce Tomasz Krzywański of GWW. Tomasz has joined IR as our exclusive Tax (Private Client) Member in Poland. Tomasz is an advocate, TEP and a senior associate in the Private Client team at GWW. Tomasz has a mindset of a manager and he […]

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Tomasz Krzywański

Senior Associate, GWW

The Portuguese non-habitual resident tax regime – tax quarrels for pensioners

Sofia QuentalValadas Coriel & Associados, [email protected] The Portuguese non-habitual resident (NHR) tax regime was created in 2009 and implemented in 2010. It has now been in force for ten years – an important milestone. It is now believed to be used by more than 50,000[1] individuals, although the tax department does not disclose the specific figures. […]

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João Valadas Coriel participates in the IR Global Guide – The Middle East & North Africa: A dynamic region for inward & outward investment

Foreword by Andrew Chilvers The Middle East and North Africa (MENA) region is a hugely diverse cultural and geographical mix that stretches from Morocco in northwest Africa to Iran in Southwest Asia. The region is home to a range of economies with vastly different levels of openness to international trade and investment. But with the […]

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FEDERAL LEGISLATIVE UPDATE AND OUTLOOK FOR 2021

By Hank Gutman President Biden signed the “American Rescue Plan Act of 2021” on March 11. It did not contain any of his campaign proposals relating to high income and high net worth individuals. Now the Treasury Department is preparing a formal version of the tax proposals that the President will present to the Congress. […]

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STATE ESTATE TAX AND OPPORTUNITIES FOR PLANNING

The District of Columbia recently lowered its estate tax exemption to $4 million, effective for a decedent whose death occurs on or after January 1, 2021. See “District of Columbia Changes to Estate Tax Exemption and Notarization” in this newsletter. Twelve states also impose an estate tax, with exemptions that vary widely, for example, from […]

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Changes to Portuguese Golden Visa Program

Decree-Law 14/2021 published today, 12th February, announces that the changes to the law on residency by investment will no longer be enacted in July 2021 but instead on 1st January 2022. This is good and encouraging news for all those potential investors that still wish to invest in Lisbon and Oporto. All requirements in force […]

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RUF UND SCHLENKER joins IR as the exclusive Tax (Private Client) Member in Germany

IR Global, the world’s largest exclusive network of advisory firms is delighted to introduce Christian Schnell of RUF UND SCHLENKER. Christian has joined IR as our exclusive Tax (Private Client) member in Germany. RUF UND SCHLENKER is a highly regarded full-service law firm with 60 years of experience in different areas of expertise. 40 highly skilled consultants and staff […]

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