Publications Available on this website

• IRS Announces Indefinite Voluntary Disclosure Program for U.S. Taxpayers with Offshore Accounts, Client Advisory, February 8, 2012
• IRS Relaxes Qualification Rules for Public Charities, Client Advisory, October 11, 2011
• New U.S. Tax Reporting Requirements Affect Foreign Issuers, Client Advisory, March 7, 2011
• IRS Announces New Voluntary Disclosure Program for U.S. Taxpayers with Offshore Accounts, Client Advisory, February 10, 2011
• New Rules for Funds Held by New York Public Charities, Private Foundations and Other Not-For-Profit Organizations, Client Advisory, November 10, 2010
• IRS Program Offers One-Time Relief to Small Organizations at Risk of Losing Exempt Status, Client Advisory, September 22, 2010
• On-Going Governance and Compliance Requirements for Tax-Exempt Organizations, Client Advisory, August 3, 2010
• Tax Court: Variable Prepaid Forward Contract + Stock Loan = Sale, Client Advisory, July 30, 2010
• No Time Like the Present to Consider a Roth IRA, Client Advisory, February 22, 2010
• New Tax Law Encourages Immediate Relief to Haiti, Client Advisory, January 26, 2010
• Final Rules on Electronic Annual Return for Small Tax-Exempt Organizations, Client Advisory, August 14, 2009
• I.R.S. Suggests Foreign Bank Account Reporting Requirements May Apply to Interests in Offshore Hedge Funds, Client Advisory, June 25, 2009
• Voluntary Disclosure of Offshore Accounts, Client Advisory, March 27, 2009
• For Offshore Fund Managers, It’s Time to Rethink Everything, Client Advisory, March 25, 2009
• Madoff Securities Task Force Update: IRS Issues Helpful Guidance, Client Advisory, March 18, 2009
• Madoff Securities Task Force Update: Claiming Tax Benefits for Losses, Client Advisory, January 9, 2009
• Madoff Securities Task Force Update: March 4, 2009 Deadline, Client Advisory, January 8, 2009
• Madoff Securities Task Force, Client Advisory, December 30, 2008
• Last Call for 409A Amendments to Deferred Compensation Arrangements, Client Advisory, December 8, 2008
• U.S. Tax and Securities Law Considerations in Canadian Income Trust Conversions, Client Advisory, November 24, 2008
• The Emergency Economic Stabilization Act of 2008--Tax Provisions, Client Advisory, October 6, 2008
• Code Section 409A: Limited Relief From Documentary Compliance this Year, Client Advisory, November 5, 2007

Additional Publications

• “The Application of the Unrelated Business Tax to Securities and Tax-Exempt Organizations,” Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations and Restructurings, 2007 (PLI)
• “IRS Reiterates Stand On Variable Prepaid Forward Contracts,” Journal of Taxation and Regulation of Financial Institutions, May/June 2007
• “The Application of the Unrelated Business Tax to Securities and Tax-Exempt Organizations,” Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations and Restructurings, 2006 (PLI)
• “IRS National Office Rules Adversely on Variable Prepaid Forward Contracts with Securities Loan,” Journal of Taxation and Regulation of Financial Institutions, July/August 2006
• “Corporate Taxpayers Win Rulings That Validate Shelters,” The New York Law Journal, May 16, 2002
• “Halle v. Commissioner: The Tax Treatment of Preclosing Interest,” Tax Notes, August 5, 1996