4/2022
Portugal’s Golden Visa Program and U.S. Taxation
April 5, 2022Severiano Ortiz and Eric Huang present, Portugal’s Golden Visa Program and U.S. Taxation, for a Live Webinar on April 5, 2022. This presentation proves an overview of U.S. income, estate,…
3/2022
Tax Transparency: Oligarchs & Sanctions | Freezes | Seizures
March 28, 2022Severiano Ortiz co-presents at the Virtual 22nd Annual U.S. and Europe Tax Practice Trends Conference, cosponsored by the ABA Section of Taxation, IBA Taxes Committee, and IFA–USA Branch. March 28 –…
Foreign Trusts from a U.S. Perspective
March 25, 2022Severiano Ortiz presents Lunchtime Lecture No. 14, Foreign Trusts from a U.S. Perspective, as part of the Guernsey Lecture Series 2021/2011, sponsored by STEP Guernsey. This lecture focuses on the…
Spain – U.S. Cross-Border Planning: Issues for Ultra High Net Worth Individuals and Their Businesses
March 24, 2022Severiano Ortiz co-presents with Spanish law firm, Kinship Law Partners (Pedro Fernandez and Alvaro Checa), on Spain – U.S. Cross-Border Planning: Issues for Ultra High Net Worth Individuals and Their…
Portuguese Private Equity Funds: U.S. Tax Compliance for U.S. Investors
March 17, 2022Severiano Ortiz and Eric Huang present, Portuguese Private Equity Funds: U.S. Tax Compliance for U.S. Investors, for a Live Webinar on March 17, 2022, hosted by Iberis Capital in Lisbon,…
ACTEC 2022 Annual Meeting–Tricks and Tips on Navigating the Choppy Waters of International Estate/Succession Administration
March 12, 2022Andrew Stone presents “Tricks and Tips on Navigating the Choppy Waters of International Estate/Succession Administration” to the ACTEC 2022 Annual Meeting, Manchester Grand Hyatt, San Diego, CA on March 12,…
2/2022
Pitcher Partners USA Taxation Webinar: Australian Tax Planning
February 24, 2022Eric Dorsch presents “Australian Tax Planning for US Citizens, Green Card Holders and their Advisors” for the Pitcher Partners USA Taxation Live Webinar on February 24, 2022 at 8.30am NSW…
Introduction to U.S. International Tax
February 22, 2022Fanny Karaman teaches a course entitled Introduction to U.S. International Tax as part of the Masters program at the Law School of the University of Rennes I. Renne, France. February…
Family Office Exchange (FOX) Private Trust Company–Choosing the Right PTC Charter State
February 16, 2022Miles Padgett presents Choosing the Right PTC Charter State to the 2022 FOX Private Trust Company Fundamentals Virtual Workshop on February 16, 2022 at 10:15 a.m. This workshop brings together leading…
1/2022
Proposed Regulations – Corporate Transparency Act
January 19, 2022Severiano Ortiz co-presents on the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) released proposed regulations on Dec. 7, 2021, seeking to implement the “beneficial ownership information” (BOI)…
