STEP-SV Presents: Pre-Immigration Tax Planning: Income and Transfer Tax Considerations Before Moving to the U.S.
Thursday, December 15, 2016 from 5:30 PM to 8:00 PM (PST)
Pre – Arrival Income, Estate and Gift Tax planning related to Foreign Executives and Company Founders Immigrating to the US
This event will be a unique opportunity to hear experts discuss tax planning strategies and challenges related to executives and high net worth families taking up residence in the US. Case studies of cross border tax issues will be discussed along with pre arrival action to take prior to establishing residence in the US.
Comments will include
- Residence differences between income tax and estate tax
- Implications to holding and relinquishing a green card
- Handling compliance with complex income tax structures
- Use of foreign and domestic trusts
- Use of tax treaty to maintain non US residence for foreign nationals holding green
- Succession planning alternatives
Pedro E. Corona de la Fuente
Attorney, Procopio –San Diego
Pedro E. Corona de la Fuente advises clients in international law, international tax and strategic joint ventures. Pedro’s practice focuses on United States investment structures, cross-border transactions, tax treaty planning, withholding obligations and reporting compliance on international transactions. He is experienced in assisting clients and closely held companies with cross-border transactions involving the United States, Mexico and other Latin-American countries. Pedro is admitted to practice before the U.S. Tax Court.
Pedro represents foreign companies and individuals looking to make investments and establish a presence in the US., US companies with tax-efficient structures for their operations and investments abroad, and advises companies advises US companies and individuals on the acquisition and sale of Latin American companies.
Attorney, Rowbotham International – San Francisco
Peter Trieu is a Tax Partner at Rowbotham International. His practice focuses on advising clients regarding domestic and international tax planning and compliance. He also assists clients with their estate plans and with foreign and US trusts. His clients include entrepreneurs, multi‐national families, high net‐worth individuals and businesses with cross border compliance and planning needs.
Peter has just returned from Mumbai where he was a featured speaker at STEP Mumbai on these issues. He will share his experiences about how planning and compliance is viewed by counsel in India for clients (corporate and individual) with tax reporting issues on both sides. Peter’s practice includes many high net worth families and executives from Asia and Europe.
Chair, STEP Silicon Valley
Teleconference: Please contact:
Angela Wu / firstname.lastname@example.org to make special arrangements at no additional cost
To pay by check, please register through Eventbrite, then choose "pay by check" at "Payment Method" drop down window on next screen, Make check payable to “STEP-SV” and mail to:
Tom Thorpe, Treasurer, STEP-Silicon Valley, Trust and Estate Management, P.O. Box 33215, Los Gatos, CA 95031