We are planners, first and foremost. Drawing upon decades of experience, we give sound advice and implement it for our clientele. Our practice is concentrated on individuals and businesses with an international element.
(May 2018) Charities Aid Foundation America just released its treatise called Cross-Border Giving: A Legal and Practical Guide (CharityChannel Press, 2018). Jane Peebles authored the chapter “Responsible Giving: The International Grantmakers’ Perspective”, which discusses the impact of anti-terrorist financing and anti-money laundering laws on procedures followed by U.S. charities making grants for use abroad.
Jane also presented on “International Grantmaking and Fundraising in the Age of Terrorism” on May 31, 2018 at the Western Regional Planned Giving Conference organized by the Los Angeles Council of Charitable Gift Planners and was honored to receive the Distinguished Service Award for her decades of contributions to the nonprofit sector.
(June 2017) Michael Karlin edited a major series published in the Journal of International Taxation entitled "We'll Be Landing Soon - A Multinational Survey of the Treatment of Income and Gains of Individuals Who Change Residence". More information here.