Tax Questions

Generational Skip Trust

Posted in Featured Articles, Asena Client, Quick Guides, Tax Questions, Tax/Estate Planning & More | Posted on Jan 11, 2023

Generational Skip Trust With previous discussions of estate planning and grantor trust, let's examine another common practice within financial planning: generation-skipping trust. What...Read more

#IndiaU.S.TaxTreaty Ep. 2: Article 4 – Residence

Posted in India, Expatriate, Quick Guides, Tax Questions | Posted on Nov 16, 2022

We have heard "a dollar saved is a dollar earned," and given the current economic environment, my readers have a few common questions...Read more

IRC 677

Posted in Quick Guides, Tax Questions, Tax/Estate Planning & More | Posted on Nov 9, 2022

To build upon our previous discussions on foreign grantor trusts, today's topic concerns Section 677 of the Internal Revenue Code (IRC). Specifically, this...Read more

IRC 674

Posted in Quick Guides, Tax Questions, Tax/Estate Planning & More | Posted on Nov 2, 2022

After covering Section 675 of the Internal Revenue Code, or IRC, in our previous article, let's go into the next section that clients...Read more

International Estate Planning

Posted in Quick Guides, Expatriate, Tax Questions, Tax/Estate Planning & More, Uncategorized | Posted on Oct 26, 2022

A short time ago, we had touched on the common pitfalls and necessary strategies a high-ultra networth individual residing in the United States...Read more

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