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  • FATCA Services and Fee Schedule

    The Foreign Account Tax Compliance Act (FATCA) is US legislation that targets US taxpayers who use foreign financial accounts and foreign entities to avoid their US income tax and reporting obligations. The FATCA legislation generally classifies all non-US entities (e.g., private investment companies, trusts, foundations) as either Foreign Financial Institutions (FFIs) or Non-Financial Foreign Entities (NFFEs). An entity’s FATCA obligations vary depending on whether the entity is an FFI or NFFE and the jurisdiction of the entity.

  • David Sahargun Elected Partner

    Grant, Herrmann, Schwartz & Klinger is pleased  to announce the election of
    David Sahargun to the position of Partner.

    “David’s expertise developing sophisticated wealth management structures and advis- ing on U.S. and international tax compliance matters has added another dimension to our already significant private client practice,” said Partner Milton Schwartz. “He will, I am sure, continue to be a great asset to the firm, which is now in its 70th year.”

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