TAX BLOG

The linked PDF below outlines the legal, tax, and planning issues U.S. persons face when holding investments, entities, or family structures outside the United States. It explains how differences between common law and civil law systems affect succession, trust recognition, forced heirship, asset ownership, and which country’s law governs at death. The material highlights why assumptions based on U.S. estate rules often fail in cross-border situations. The document also revie

Milan Solarz-Patel, Founder and Chief Tax Advisor at Auric Private Client Advisory LLC, is attending the Heckerling Institute on Estate Planning ( January 12-16, 2026) , the leading annual conference for professionals who advise on estate, trust, and wealth planning matters. Hosted by the University of Miami School of Law, the program brings together attorneys, accountants, fiduciaries, and advisors for in-depth sessions on tax law updates, planning techniques, regulatory shi

The Internal Revenue Service has opened a 90-day public comment period, ending March 22, 2026, on proposed revisions to its Voluntary Disclosure Practice. The proposal outlines updated compliance and disclosure requirements for taxpayers seeking to come forward voluntarily with previously undisclosed tax matters. Under the suggested framework, taxpayers who receive conditional approval must file amended or delinquent returns, including international reports where applicable,