Tax avoidance

Jaclyn K. Berry Joins Advocacy Trust

Retrieved on: 
Tuesday, April 27, 2021

b'NASHVILLE, Tenn., April 27, 2021 /PRNewswire/ --Advocacy Trust (AT) is thrilled to announce Jaclyn K. Berry has joined The Forge Companies Team as Regional Trust Director for our new Nashville, TN office.Jaclyn brings over 15 years of experience in the trust and estate planning industry.\nShe has experience in estate planning and review of legal documents.Prior to joining Advocacy Trust, Jaclyn served as Managing Director for Cumberland Trust.She specializes in partnering with families and their advisors to navigate the complexities of planning for and administering special needs trusts and special purpose trusts.

Key Points: 
  • b'NASHVILLE, Tenn., April 27, 2021 /PRNewswire/ --Advocacy Trust (AT) is thrilled to announce Jaclyn K. Berry has joined The Forge Companies Team as Regional Trust Director for our new Nashville, TN office.Jaclyn brings over 15 years of experience in the trust and estate planning industry.\nShe has experience in estate planning and review of legal documents.Prior to joining Advocacy Trust, Jaclyn served as Managing Director for Cumberland Trust.She specializes in partnering with families and their advisors to navigate the complexities of planning for and administering special needs trusts and special purpose trusts.
  • She has experience in estate planning and drafting of legal documents, including special needs trusts.
  • Jaclyn also has experience in real estate closing transactions both commercial and residential.\nJaclyn received a B.A.
  • She is a member of the Academy of Special Needs Planners (ASNP) and the National Trust Real Estate Association, Inc. (NTREA).

SS&C Moves Forward on Acquisition of Mainstream Group

Retrieved on: 
Monday, April 19, 2021

The matching rights of Vistra Group in connection with its prior Scheme Implementation Deed have now expired and Mainstream is proceeding to terminate that agreement with Vistra Group in accordance with its terms.

Key Points: 
  • The matching rights of Vistra Group in connection with its prior Scheme Implementation Deed have now expired and Mainstream is proceeding to terminate that agreement with Vistra Group in accordance with its terms.
  • Mainstream management and employees have built a strong business with a world-class customer base.
  • As at December 2020, Mainstream provides administration services to 1,202 funds and more than 157,000 investors with funds under administration of AUD $224 billion.
  • Mainstream employs 305 people, with operations in Australia, Singapore, Hong Kong, the United States, the Isle of Man, Malta, Ireland and the Cayman Islands.

From the Tax Law Offices of David W. Klasing - The Individuals Listed in the Panama Papers are Starting to Get Convicted of Tax Crimes

Retrieved on: 
Wednesday, April 7, 2021

However, that is exactly the impact the groundbreaking the Panama Papers investigation had on readers when it was published in 2016.

Key Points: 
  • However, that is exactly the impact the groundbreaking the Panama Papers investigation had on readers when it was published in 2016.
  • The Tax Law Offices of David W. Klasing is here to discuss the details of the Panama Papers investigation and the legal consequences of that investigation for those involved in the tax crimes at issue.
  • The Panama Papers refers to the Pulitzer Prize-winning investigation that looked into matters of alleged international tax crimes that centered around a law firm based in the country of Panama.
  • View original content to download multimedia: http://www.prnewswire.com/news-releases/from-the-tax-law-offices-of-davi...
    SOURCE Tax Law Offices of David W. Klasing, PC

KPMG's New Tax Data Reader Tool Automates Analysis Of Financial Data, Simplifying Tax Filing Season

Retrieved on: 
Thursday, April 1, 2021

10,922,358 for its Tax Data Reader innovation.

Key Points: 
  • 10,922,358 for its Tax Data Reader innovation.
  • This tool rapidly extracts relevant information from lengthy tax reporting forms and seamlessly plugs it directly into tax returns, saving time and money while reducing human error; a timely innovation as the 2021 tax filing deadline approaches.
  • "We're using natural language processing and machine learning to convert a massive amount of unstructured data into structured data while saving hours of manual labor to input the information," said Kevin Valek, KPMG Tax partner and Asset Management Tax leader.
  • The development of the Tax Data Reader is part of KPMG's broader Tax Reimagined offering, which provides a listen-to-design approach to achieving a company's future tax vision and which prioritizes a technological approach to tax and compliance.

Boston Family Advisors Bolsters Institutional Investment Capabilities with New Partner and Co-CIO

Retrieved on: 
Wednesday, March 31, 2021

These changes, which go into effect April 1, 2021, mark an evolution for Boston Family Advisors as it bolsters its ability to deliver high-quality investment solutions and increase its clients access to leading managers.

Key Points: 
  • These changes, which go into effect April 1, 2021, mark an evolution for Boston Family Advisors as it bolsters its ability to deliver high-quality investment solutions and increase its clients access to leading managers.
  • Boston Family Advisors is doing things differently in the family office investment industry.
  • Boston Family Advisors establishes and operates single-family offices for venture capital and private equity professionals, entrepreneurs, and emerging wealth creators.
  • Boston Family Advisors delivers a highly customized family oce experience by building each family office independently and with complete autonomy.

Andersen US National Tax Practice Adds Managing Director Lonnie Brist

Retrieved on: 
Friday, March 26, 2021

Andersen welcomes Managing Director Lonnie Brist to the US National Tax (USNT) practice in the Silicon Valley office.

Key Points: 
  • Andersen welcomes Managing Director Lonnie Brist to the US National Tax (USNT) practice in the Silicon Valley office.
  • Prior to joining Andersen, Lonnie was a Principal at EY in the Transfer Pricing practice.
  • Ellen MacNeil, Managing Director of US National Tax for Andersen commented, We look forward to adding Lonnies expertise in transfer pricing and international tax to our global practice.
  • Dan DePaoli, Andersen Tax LLC U.S. Country Managing Director, remarked, Lonnie has deep experience and is a leader in the transfer pricing area.

Pandemic influenced Canadians to prepare estate planning documents

Retrieved on: 
Tuesday, March 23, 2021

Estate planning shouldn't be something that is done out of fear; it's simply responsible planning."

Key Points: 
  • Estate planning shouldn't be something that is done out of fear; it's simply responsible planning."
  • LegalWills.ca is the first and leading online estate planning platform in Canada, having created over half a million estate planning documents in the past 20 years.
  • In 2020 alone, over 100,000 estate planning documents were created by customers in all 13 provinces and territories across Canada.
  • Since the start of the pandemic, LegalWills.ca has given away over 7,000 estate planning documents free of charge to front line health care and education workers across Canada.

New $25,000,000 grant program for retailers launched by BarterPay and Retail Council of Canada

Retrieved on: 
Monday, March 22, 2021

TORONTO, March 22, 2021 /CNW/ - To assist independent retailers across Canada in their recovery from the business challenges due to the COVID-19 pandemic, BarterPay has partnered with Retail Council of Canada to launch a grant program that will distribute $25,000,000 in value to retailers through Barter Credits.

Key Points: 
  • TORONTO, March 22, 2021 /CNW/ - To assist independent retailers across Canada in their recovery from the business challenges due to the COVID-19 pandemic, BarterPay has partnered with Retail Council of Canada to launch a grant program that will distribute $25,000,000 in value to retailers through Barter Credits.
  • BarterPay helps Canadian businesses convert, at full retail value, their unsold time and space and/or idle inventory - their 'spare capacity' - into Barter Credits.
  • Upon opening an account, BarterPay will advertise the retailer's idle inventory, at full retail value, to its established network of BarterPay members for Barter Credits.
  • "Retail Council of Canada (RCC) is excited to partner with BarterPay on this innovative business model that will help retailers across Canada," said Diane J. Brisebois, President and CEO, Retail Council of Canada.

Fortress Tax Relief: Taking On A New Name And A New Look

Retrieved on: 
Friday, March 19, 2021

BEND, Ore., March 19, 2021 /PRNewswire/ --Fortress Financial Services, Inc. is known nationwide for providing exemplary tax relief and tax resolution services .

Key Points: 
  • BEND, Ore., March 19, 2021 /PRNewswire/ --Fortress Financial Services, Inc. is known nationwide for providing exemplary tax relief and tax resolution services .
  • Fortress Tax Relief has a team of tax relief professionalswould likeclients and the publicto know, although the name has changed, the superior tax relief services have not.Fortress Tax Relief would also like to be clear that there has been no change in ownership, corporate structure, staffing or management team.
  • Fortress Tax Relief represent taxpayers in all 50 states, and offer tax relief servicesto both individualsand businesses.
  • Fortress Tax Relief Mission Statement:
    To provide clients with the best tax collection representation available in the United States;
    To provide excellent representation at reasonable rates, thereby providingclients with outstanding value;
    To treat all clients with evenhandedness, dignity, and respect at all times; and
    Toalwaysrecommendwhat is best for clients-notwhat is best for Fortress Tax Relief.

Doctors Hospital Takes Action to Preserve Fair Competition After the Cayman Government Grants a Series of Financial Concessions

Retrieved on: 
Friday, March 19, 2021

GEORGE TOWN, Cayman Islands, March 19, 2021 /PRNewswire/ -- Doctors Hospital ("DH") in Grand Cayman, Cayman Islands, announced they are seeking a judicial review of the vast unilateral concessions made by the government to Health City and Aster Cayman MedCity.

Key Points: 
  • GEORGE TOWN, Cayman Islands, March 19, 2021 /PRNewswire/ -- Doctors Hospital ("DH") in Grand Cayman, Cayman Islands, announced they are seeking a judicial review of the vast unilateral concessions made by the government to Health City and Aster Cayman MedCity.
  • According to DH, these concessions unfairly distort competition between healthcare providers on the Cayman Islands, and could ultimately compromise the quality of healthcare available.
  • DH challenges the fairness of the ongoing grant of financial concessions to Narayana Hrudayalaya Private Limited ("NHP") by the Government of the Cayman Islands ("CIG") for the current Health City development.
  • Also, granting vast financial concessions to DM Healthcare ("DM") for the Aster Cayman MedCity development, and the proposed financial concessions to NHP for the proposed development at Camana Bay is concerning.