Tax / TAG Tax (J)

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TAG Tax Newsletters


Meet the Co-chairs - TIAG

Spearman, Lisa
Mercer & Hole

On, Wendy
Fineman West & Co. LLP

Brenner, Saul B.
Berdon LLP

Saba, Fuad

Meet the Co-chairs - TAGLAW

Derewenda, Anna K.
Williams Mullen (VA)

Meet the Co-chairs - TAG-SP

Severino, Maria
Collins Barrow Toronto LLP

Contact: Donna Khoe

With the effective date for the super reforms fast approaching on 1 July 2017, there are numerous planning opportunities available before 30 June 2017.

We’ve set out a quick guide to assist you in surviving these reforms below:

Rule No 1 – Don’t panic!

While significant amendments have been made to the way superannuation funds are regulated in Australia, it is essential to remember that the majority of the key tax concessions (e.g. flat 15% tax on earnings) afforded to these superfunds remains the same which will continue to serve the core purpose of providing you with a better retirement.

Rule No 2 – Identify the reforms that is applicable to you

Not all of the changes announced will have an impact on you and your super member balance and it is important to focus on the ones that do affect you.

Read the entire article.

Contact: Wayne Berkowitz CPA, J.D., LL.M.

There is a joke that starts with three mothers sitting around discussing the professions of their respective sons. The first mother bragged about her son the doctor and all were impressed. The second mother chimed in that her son was a lawyer and everyone smiled. The third mother sheepishly stated her son was an accountant. All shrugged and one of the mothers interjected, that's ok, he always was a little slow.

Read more: SALT TALK: "I'm Just a Bill" - Mobile Workforce Legislation (Re)Introduced

Author: Hal Zemel, CPA, J.D., LL.M

While not exact, here is a simplified way to project your potential estate tax exposure.

  • Determine the value of your assets, net of any debts.
  • Subtract any assets that will pass to charity on your death.
  • If you’re married and your spouse is a U.S. citizen, subtract any assets you’ll pass to him or her. Those assets qualify for the marital deduction and avoid potential estate tax exposure until the surviving spouse dies.
  • The net number represents your taxable estate.

Read the entire article.

For all UK companies operating overseas, planning for and managing potentially complex international tax arrangements can be a time consuming journey into the unknown with hidden traps and pitfalls along the way.

Anderson Anderson & Brown’s (AAB) new specialist training course “Navigating International Tax for Companies Operating Overseas” is positioned to support businesses to prepare, plan and save costs through the efficient management of international tax in their overseas projects and businesses.

Read more: Navigating International Tax with Specialist Training from AAB

The new Italian Budget Law provides for a tax package tailored to attract human capital in order to enhance investments and stimulate growth; put Italy in a competitive position to attract people and organizations; and attract wealth that would have never arrived in Italy.

The new fiscal measure has an important purpose: to approve lower taxes for newly resident individuals in Italy. In particular, the aim is to attract wealthy people (High Net Worth Individuals) in Italy, such as people working in sports, fashion, arts or other high income sectors.

Read the entire article.