TAX BLOG

Milan Solarz-Patel of Auric Private Client Advisory LLC presents at The Southpac Offshore Planning Institute 2026 conference The Southpac Offshore Planning Institute 2026, hosted by Southpac Group from April 14–16 at the JW Marriott Parq Vancouver, delivered a clear message: offshore planning is no longer optional, it is foundational to modern wealth strategy. Bringing together a highly curated group of approximately 80–100 attendees, the conference struck an ideal balance be

Milan Solarz-Patel, Founder and Chief Tax Advisor of Auric Private Client Advisory LLC, will be attending the upcoming STEP Texas May 7th Event, focused on Cross-Border Real Estate Investment: Mobility, Structuring, and U.S. Tax Issues for Global Families. This timely program is designed for professional advisors working with internationally clients and globally connected families. It will explore the key drivers behind cross-border real estate investment, practical structuri

From March 10–14, 2026, Milan Solarz-Patel, Founder & Chief Tax Advisor at Auric Private Client Advisory LLC, joined fellow professionals and thought leaders for IR Global’s first ‘On the Road’ conference of the year, held at the Park Royal Collection Marina Bay Hotel in Singapore. As one of the world’s leading international business hubs, Singapore provided the perfect backdrop for global collaboration, combining modern innovation with rich cultural heritage. The week-long p

The global private client community is gearing up for one of the year’s most anticipated gatherings, the 2026 Southpac Offshore Planning Institute, taking place April 14–16 at the JW Marriott Parq - Vancouver, British Columbia. Among this year’s distinguished speakers is Milan Solarz-Patel, Founder and Chief Tax Advisor of Auric Private Client Advisory LLC. With more than two decades of experience, Milan is widely recognized for his sophisticated approach to cross-border U.S.

A rapidly evolving regulatory and tax landscape is reshaping how digital assets are reported, taxed, and managed in the United States. Cryptocurrencies are treated as property for tax purposes, and new rules from the U.S. Treasury and IRS, particularly the introduction of Form 1099-DA, will require brokers to report transaction details and cost basis beginning in 2025–2026. A significant shift from a “universal” to a “wallet-to-wallet” method for tracking cost basis adds comp