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Government Contracts: Alert - November 12, 2009

On November 30, 2009, the Supreme Court will hear oral argument in Graham County Soil & Water Conservation District v. United States ex rel. Wilson, a qui tam action brought under the False Claims Act (FCA) and appealed from a Fourth Circuit decision. The Court will use the case to resolve a split among the circuits over the scope of the FCA's "public disclosure" bar. A decision affirming the Fourth Circuit could increase qui tam litigation against any organization that does business with, or receives federal money through, federal, state and local governmental entities – and would further expand the reach of the FCA to any state or local program involving the use of federal funds.

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Private Wealth Services: Newsletter - November 2009

There has been considerable debate on Capitol Hill this year over the taxation of a Carried Interest in the context of a Private Equity Fund (PEF). At the same time, there has been public discussion of the role that the private equity industry will have in our economic recovery. In the realm of estate planning, PEF Principals possess unique opportunities to shift the performance of their interest in a PEF to future generations – potentially resulting in very significant estate tax savings. This article will review the basic PEF structure, describe the nature of a Principal’s interest in a PEF and indentify wealth transfer techniques that should be considered by a Principal.

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Articles & White Papers

How to Avoid the Traps Clients & Their Advisors Trip on in the International Arena
 

Financial Planning Journal

September 25, 2007
 
Leigh-Alexandra "Leigh" Basha- Northern Virginia

Private Wealth Services Partner Leigh-Alexandra Basha was a featured speaker at the Northern Virginia Estate Planning Council''s September 25 luncheon. She spoke on "How to Avoid the Traps Clients and Their Advisors Commit in the International Arena." Her presentation includes how not to title a client''s assets, reporting foreign gifts and bank accounts, income tax traps for clients'' investments, international estate planning pitfalls and how to avoid them.

For a copy of Ms. Basha''s program materials, please click on the link below to view the article.

How to Avoid the Traps Clients & Their Advisors Trip on in the International Arena

Disclaimer: The information and materials provided during this program present general information and should not be used or relied on as legal advice when analyzing and resolving a specific legal issue. Each fact situation is different; the laws are constantly changing. If you have specific questions regarding a particular fact situation, we urge you to consult with competent legal counsel about your specific facts and the specific laws that apply.

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