TAX BLOG

Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients. “Planning for Fund Principals” outlines practical strategies for venture capital, private equity, and hedge fund principals to manage carried interest and fund interests through trust

Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients. “Responsible Investing in Trusts” examines how trustees can align investment decisions with settlor and beneficiary values while operating within fiduciary and prudent investor standa

This Monaco / U.S. (and France) Cross-Border Q&A with Jean-Marc REMY gives practical answers to real questions about tax residence, income taxation, and investment structures across the three countries. It focuses on what advisers actually see in client files: mobile families, cross-border assets, and complex residence patterns that affect how income and withholding rules apply in practice. The presentation also touches on estate and gift tax exposure, succession rules, and r

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing what he saw as key highlights from the conference for trustees, family offices, and advisors seeking practical updates. Recent Developments in U.S. International Tax and Foreign Trusts Overview of proposed §§6039F and 6048 rules, trust migration reporting, dual-resident issues, deemed distribution traps, CTA

Important considerations for 2025 year-end planning The One Big Beautiful Bill Act has reshaped how charitable deductions, SALT limits, gifting thresholds, and retirement contributions work, making 2025 an important year to rethink your giving and planning strategy. This summary highlights why accelerating charitable gifts, reviewing estate and family gifting plans, and adjusting retirement contributions and Roth strategies before year end may be advantageous. Use these point