STEP Mid-Atlantic
Members of the STEP Mid-Atlantic branch include leading practitioners such as lawyers, accountants as well as trust, family office and wealth management professionals.About STEP Mid-Atlantic
The branch holds monthly meetings where expert speakers cover a variety of topics of interest to members. The branch co-hosts with the New York branch of STEP an annual International Estate Planning Institute in March which has been held each year since 2005. Once or twice a year networking events are held, sometimes in conjunction with the branch's educational focused meetings.
Recent meeting topics have included:
- Current Offshore Compliance Developments - FATCA, OVDP and IRS Streamlined Procedures
- Update of Jersey Trust Law
- Recent Developments in UK Taxation of Real Estate and FATCA Developments
- Tax Consequences of Change of Residence of Trusts, Grantors, Beneficiaries and Fiduciaries
- Solving the UNI Quagmire on Distributions from Non-Grantor Foreign Trusts
- Recent Developments in Offshore and Domestic Asset Protection Planning.
- Mr Paul Marcotte TEP, Branch Chair
- Mr Alan Granwell TEP, Branch Vice Chair
- Mr Michael Pfeifer TEP, Branch Vice Chair
- Mr Mishkin Santa TEP J.J., LL.M, Branch Secretary
- Mr Robert Hottle TEP, Branch Treasurer
- Ms Jocelyn Borowsky TEP, Branch Programme Officer
- Mr Todd Hammond TEP, Branch Membership Officer
- Mr Peter Kocis TEP, Branch Sponsorship Officer
STEP Mid-Atlantic Member Resources
- May 2020 - US China Planning for High Net Worth Individuals (PTT 5MB)
- April 2020 - Political Law Compliance Challenges and Opportunities for HNW Clients (PTT 2MB)
- December 2019 - Cryptocurrency What a Private Wealth Planner Needs to Know (PTT 2MB)
- October 2019 - What's going on in the UK? Has it gone completely mad? (PDF 10MB)
- September 2019 - Milestone for US-Japan Estate Planning (396KB)
- July 2019 - The New GILTI Regulations (PDF 858KB)
- June 2019 - Spanish and Portuguese Tax Environment for High Net Worth Individuals (PDF 895KB)
- April 2019 - CFC Tax Planning for U.S. Individuals and Family Offices (PPT 1014KB)
- March 2019 - Cross-Border German/US Tax Planning (PDF 1.09MB)
- December 2018 - The New IRS Updated Voluntary Disclosure Practice What Practitioners Need to Know (PDF 500KB)
- October 2018 - Tax Issues Impacting U.S. Persons Residing Abroad After U.S. Tax Return (PDF 2.46MB)
- January 2018 - Estate Planning under H.R. 1, the Tax Cuts and Jobs Act (PPTX 1MB)
- September 2017 - STEP Mid-Atlantic Webinar:
FAILURE TO PREVENT THE FACILITATION OF TAX EVASION (PDF 1MB) - February 2017 - STEP Mid-Atlantic Luncheon Program:
How High Net Worth Foreign Individuals Should Acquire U.S. Residential Real Estate (PPTX 301KB)
Members in Mid-Atlantic
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