Press Room

January 08, 2015

Kluemper Speaks on FATCA

New York City Bar will hold its Fifth Annual Town Hall Meeting: FATCA Issues Now and in the Near Future on Tuesday, January 20, 2015 from 6:00pm - 7:30pm.

This event is an opportunity for attorneys, accountants, other professionals and the general public to hear an expert panel which includes Andersen Tax Managing Director, Joe Kluemper, discuss current and upcoming issues arising from the implementation of the Foreign Account Tax Compliance Act (FATCA). As a new reporting and withholding regime---which applies to certain payments of U.S. source income after June 30, 2014 and expands to include other types of payments by 2017---FATCA is raising issues with respect to disclosure obligations, withholding, reporting and filing requirements, enforcement and penalties. Please join us for an informative and interactive discussion.

The New York City Bar Association (City Bar), founded in 1870, is a voluntary association of lawyers and law students. Since 1896, the organization, officially known as the Association of the Bar of the City of New York, has been headquartered in a landmark building on 44th Street, between Fifth and Sixth Avenues in Manhattan. Today the City Bar has over 24,000 members. Its current president, Debra L. Raskin, began her two-year term in May 2014.

Joe Kluemper has over 15 years of experience in income tax and family wealth planning for closely held business owners, senior executives and high net worth families. He assists clients with Foreign Bank Account Reporting, including filings as part of the IRS offshore voluntary disclosure program and the streamlined process.  

Joe has worked with clients on implementing estate planning strategies using techniques such as sales to grantor trusts, generation-skipping dynasty trusts, closely held family entities, grantor retained annuity trusts, charitable split-interest trusts and private foundations. He also advises wealthy global families on pre-immigration tax planning, outbound expatriation, foreign entities and trusts.

 

January 20, 2015
New York, NY

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