News & Events

June 14, 2017

Offshore Disclosure, Cross-Border Tax Enforcement, Expatriation, Ethics and Other Hot Topics

Paul Marcotte, Tax Chair

Paul Marcotte presented on June 14, 2017 as part of STEP Mid-Atlantic - Advising Families Across Generations.

Paul, who Chairs the firm’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups, gave a presentation on June 14 titled: "Offshore Disclosure, Cross-Border Tax Enforcement, Expatriation, Ethics and Other Hot Topics As Discussed Through Concurrent Wine Tasting." 

The program included:

Basic reporting requirements for US persons with overseas assets including FBARs, Forms 8938, 3520, 5471, 8621, etc. and penalties; Remedial offshore compliance strategies - OVDP/Streamlined/other options; impact of FATCA; global enforcement trends including OECD Common Reporting Standard, Post-2008 expatriation exit and succession tax regimes (Sections 877A and 2801), decline of the common law revenue rule and enforcement of foreign tax laws in US; ethical and other issues in cross-border planning including impact of Supreme Court decision in Pasquantino v. US, gatekeeper, anti-money laundering and beneficial ownership disclosure initiatives here and abroad.

Scott Greenberg, the “Vine Guy,” hosted a wine tasting during course of the presentation focused on wines of particular countries.

This meeting also served as the annual membership meeting at which officers/board members were elected for the upcoming year.  The annual meeting notice was sent out previously.


July 11, 2018

Ryan Spiegel Named to The Daily Record’s 2018 VIP List

Congratulations to Ryan Spiegel who has been named to The Daily Record’s 2018 VIP List.

Read More


D.C. Ballot Referendum Eliminates Minimum Wage Tip Credit

D.C. voters approve ballot Initiative 77, which eliminates the tip credit and increases the minimum wage for tipped workers to $15/hour by 2025.

Read More

Resource Center

Paley Rothman shares this library of resources with clients and friends of the firm to help them stay ahead of legal and business developments and trends. Here, you will find helpful tips and tools written by our attorneys and relevant to our areas of practice.

Read More