Daniel Gespass to Present at University of South Carolina Law School’s 2026 Estate Planning Conference

Daniel Gespass to Present at LSU Law School’s 56th Annual Estate Planning Conference.

Effective tax planning requires a coordinated view across the entire fund structure, as decisions at one level can create tax consequences elsewhere.

Andersen Managing Director Lucia Fedina, with Andersen’s Transfer Pricing practice, has been voted onto the board of the Philadelphia Tax Conference

Daniel Gespass, a managing director with Andersen’s US National Tax Practice who focuses on fiduciary income tax and gift and estate tax planning, is a featured speaker at the South Dakota Trust Association’s Fall Forum on October 8-9, 2026, in Sioux Falls, South Dakota. On October 8, Daniel will present a discussion titled Trust Decanting and Modification Guidance.

Andersen Global adds depth to its presence in France with the addition of Andersen Société d'Avocats (Andersen in France), a Paris-based member firm offering integrated legal capabilities to clients in France and internationally.

Andersen Managing Director Joe Calianno’s comments are featured in the recent Bloomberg Daily Tax Report article, Expat Tax Credit Rulings Leave Key Treaty Arguments Unresolved. The article focuses on the recent Federal Circuit opinions finding that the foreign tax credit is not allowed against the net investment income tax. Joe questioned whether the court reached the right result given the underlying purpose of tax treaties, which is to alleviate double taxation. These cases highlight a gap between treaty purpose and treaty application: taxpayers can face double taxation even where the treaty is expressly aimed at avoiding it, Joe also noted.

Andersen Managing Directors Max Pakaluck and Mark Tucker, along with Director Tom Lang, and Senior Manager Jack Kleinrichert, will present at the Tax Executives Institute Chicago Chapter’s Meeting on Partnership Taxation and Technology on October 6, 2026, at 9am-12pm in Chicago.

Andersen Managing Director Deanne Morton will present at the Internal Revenue Service (IRS) Nationwide Tax Forum in San Diego on September 15-16, 2026. Deanne is in Andersen’s US National Tax practice and focuses on federal tax controversy matters. At the IRS Nationwide Tax Forum, Deanne will discuss ethics on behalf of the AICPA Tax Practice Responsibilities Committee.