Andersen Global
There are unique tax implications to consider when one or both spouses may qualify as a nonresident alien for any portion of the tax year for purposes of U.S. income taxes as well as U.S. estate and gift taxes.
Despite the One Big Beautiful Bill Act (OBBBA) maintaining and even increasing the estate and gift lifetime exemption amounts, the need to act on implementing tax planning strategies to shift significant amounts of your family’s wealth, tax-free, to future generations remains. Opportunities to utilize high estate and gift tax exclusion amounts, obtain valuation discounts, and establish tax-advantaged trusts continue.
When businesses expand internationally, the movement of professionals across borders often creates employment law and tax obligations.
Andersen professionals present myLawCLE’s Nov. 20 webcast on entity choice, QSBS, and research expensing.
Explore U.S. tax rules and compliance obligations for international teams, athletes, and multinational sponsors.
Joe Calianno and Sean Dokko are featured speakers at New York University’s (NYU) Institute on Federal Taxation.
2026 trends, approaches for identifying and mitigating potential exposure, and expectations for state activity and audits
Andersen Consulting advances its business transformation capabilities through a Collaboration Agreement with Bakia Consulting, a firm specializing in finance function transformation.
Carry waivers are a recognized fund-planning technique, but they are not expressly sanctioned by final Sec. 1061 or the final Sec. 704 regulations.
Featured Content
The CFO Series: Summertime Tax Planning
Learn how the current economic landscape and OBBBA developments can create actionable tax planning opportunities.
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2026 Wealth Planning Strategies & Leading Practices
Explore comprehensive wealth planning strategies tailored for ultra-high-net-worth individuals, families, and their advisors.
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Andersen Events
Discussion of the year-end priorities for ultra-high-net-worth individuals, families, and their advisors.
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Pamela Grewal is presenting at the Hawaii Tax Institute's 63rd Annual In-Person Conference on November 15-19, 2026
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Clarissa Cole, Elizabeth Plawner, Joshua Brandman present on Nonresident Alien Estate / Gift Tax Issues webcast
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Lynda Ngo and Adam Schwartz will present Mission Mobility: Balancing the Tax Equation at WERC
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Adam Schwartz and Lynda Ngo will present on mobility tax issues affecting globally mobile employees
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Bryan Collins to Present at PLI’s Tax Strategies for Corporate Transactions Program
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Pamela Grewal, a managing director, is presenting at the 42nd Annual UCLA Extension Tax Controversy Conference
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Carl Fiore is a featured speaker at the 2026 Federal Tax Institute of New England
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Daniel Gespass a featured speaker at the North Carolina Bar Association’s Annual Planning & Fiduciary Law Program
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Andersen Managing Directors Joe Calianno and Sean Dokko are presenting on international tax topics.
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Pamela Grewal presenting at IRS Conference July 15–17; panelist on ethics, penalties, and tax privileges on July 16
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Clarissa Cole and Benjamin Spilka present June 23 webcast on U.S. Gold/Platinum cards, tax + immigration issues.
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Several members of Andersen will be presenting at the 18th Annual New York University (NYU) Tax Controversy Forum.
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Andersen Managing Directors Mandy L. Wu, Dennis Minich, Amanda Beittel, and Clarissa Cole are featured speakers at
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Learn how the current fine art and collectibles market is impacting today’s charitable giving and estate planning.
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State tax audits are on the rise, and companies with mobile workforces are in the spotlight.
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Andersen Managing Director Bryan Collins will present at the Tax Executive Institute (TEI) Houston Chapter’s 2026 M
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The webcast focuses on the substantial changes the One Big Beautiful Bill Act.
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High-net-worth individuals and families face a dynamic landscape of tax and planning opportunities.
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This webcast explores how shifting tax laws are impacting real estate strategies.
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Join us for a timely webcast exploring the latest tax developments affecting AI-driven businesses.
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Join us for a practical discussion on how to effectively prepare and engage the next generation in family offices.
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We’ll cover how to assess potential liabilities, navigate compliance requirements, and mitigate risk.
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On July 17, as part of the Advanced International Taxation program, Joe and Sean are panelists for the session titl
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Andersen professionals will be featured speakers at upcoming Tax Executives Institute (TEI) events.
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