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Jersey: Relocating to Jersey

www.careyolsen.com/briefings/relocating-jersey-guide Click to access Relocating%20to%20Jersey.pdf www.jerseyfinance.je/relocating-to-jersey Click to access CO_JSY_PL_Relocating%20to%20Jersey%20Guide_12.17.pdf www.ogier.com/publications/offshore-relocations-moving-your-family-to-the-channel-islands?doctype=PDF www.ogier.com/publications/cayman-a-jurisdiction-of-choice-for-canadian-hnwis 0
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US: Planning Opportunities with Final Tax Reform – Actions to consider now

www.duanemorris.com/alerts/planning_opportunities_final_tax_reform_actions_to_consider_now_1217.html Click to access TAG_year_end_tax_planning_guide_2017.pdf www.steptoe.com/publications-12359.html www.reedsmith.com/en/perspectives/2017/12/president-signs-federal-tax-bill-into-law bit.ly/2C5BMA8 www.orba.com/resources/alert/how-will-tax-cuts-jobs-act-affect-your-estate-plan www.dykema.com/resources-alerts-12_beneficial_year_end_tax_strategies_you_could_use_before_new_tax_legislation_takes_effect.html www.mclane.com/thought-leadership/fix-your-obsolete-estate-plan www.seyfarth.com/publications/CA061419-CORP See also: bit.ly/2B6J56m bit.ly/2D3KNG9 bit.ly/2hKS09g bit.ly/2hKS09g 0
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Canada: 2017 Tax Planning

bit.ly/2iTGMMo Click to access planification_fiscale_fin_annee_2017_a.pdf taxpage.com/articles-and-tips/tax-planning/top-2017-year-end-income-tax-planning-tips-2/ 0
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US: Year-end Tax Planning Tips

bit.ly/2z3nLzO Click to access kpmg-2018-personal-tax-planning-guide.pdf Click to access 2018-personal-tax-planning-guide-infographic.pdf www.crowehorwath.com/insights/asset/tax-planning-year-end-guide-2017/ Year-end Tax Planning Guide – 2017-2018 Click to access CTG17_Standard-2.pdf bit.ly/2pOtZBg See also: bit.ly/2l1TQ2X bit.ly/2AYC9Ig 0
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US: Gifting without Gift-Tax Pains

www.eidebailly.com/insights/articles/2019/5/lifetime-gifts-an-effective-strategy-for-estate-tax-planning bit.ly/2iyqyYI www.proskauer.com/news/worth-it-episode-4-pain-free-gifting-using-your-lifetime-gift-tax-exemption-with-residences-and-outstanding-loans?utm Lifetime Giving: US/UK giving www.wolterskluwer.com/en/expert-insights/whole-ball-of-tax-estate-and-gift-tax-planning See also: www.daypitney.com/insights/publications/2018/07/17-art-of-the-gift-irs-finds-gift-artwork-museums Valuing Business Interests for Gift and Estate Tax Purposes: Examining the Austen Family Using Disclaimers in Estate Planning: Examining the Austen Family Lifetime giving: What gifting options do non-domiciliaries have? www.daypitney.com/insights/publications/2022/03/fog3-estate-and-gift-tax-planning-strategies-nfts 0
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US: International Tax and Estate Planning

Click to access BNA-Tax-Management-Foreign-Affairs-Angkatavanich-Fischer.pdf Click to access BNA-Tax-Management-Foreign-Affairs-Part2-Angkatavanich-Fischer.pdf Click to access Foreign_Affairs_Part3.pdf Click to access 7530608.pdf www.mwe.com/insights/advanced-planning-can-reduce-your-tax-burden-when-buying-property-or-moving-to-the-united-states/ See also: www.iwpx.net/2017/08/04/us-inbound-tax-and-estate-planning-guide-for-individuals/ 0
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