4/2022
U.S. Investment in Portuguese Private Equity
April 19, 2022Severiano Ortiz presents, U.S. Investment in Portuguese Private Equity, for a Live Webinar on April 19, 2022, hosted by Lince Capital in Lisbon, Portugal. The presentation introduces U.S. investors to…
Reporting Beneficial Owners of Certain U.S. Companies: Proposed Regulations on What Constitutes Beneficial Ownership (Part II)
April 14, 2022This article discusses the December 7, 2021 Proposed Regulations related to the Corporate Transparency Act (CTA) that was enacted January 1, 2021. This article is the second in a series…
Reporting Beneficial Owners of Certain U.S. Companies: Proposed Regulations on Who Must File a Beneficial Owner Report (Part I)
April 7, 2022This article discusses the December 7, 2021 Proposed Regulations related to the Corporate Transparency Act (CTA) that was enacted January 1, 2021. This article is the first in a series…
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…
