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Events


Trusts – Residency and Taxation
Nov
15
12:00 PM12:00
CLE, CPE

Trusts – Residency and Taxation

Trust instruments constitute a common estate planning tool in common law countries. While planning for future generations within the boundaries of a single jurisdiction constitutes the historical approach, families in today’s world do not necessarily live in the same country. This program serves as a primer on U.S. taxation of trusts having U.S. and non-U.S. settlors and beneficiaries.

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Transfer Pricing for Mid-Sized Corporations: Differences in Approaches to Planning, Documentation, and Controversy Management
Oct
17
12:00 PM12:00
CLE, CPE

Transfer Pricing for Mid-Sized Corporations: Differences in Approaches to Planning, Documentation, and Controversy Management

This program will describe the unique challenges for mid-sized companies in planning, implementing, documenting, and managing controlled cross-border transactions and in dealing with tax authority controversy. Best practices and key points for advisors will be presented to explain how a company can meet its compliance obligations while acknowledging actual business practices.

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Spanish Tax Update
May
10
12:30 PM12:30

Spanish Tax Update

This Ruchelman international tax luncheon addresses planning opportunities for Spanish investment, including well-known and little-known vehicles for structuring investments in and through Spain, such as the E.T.V.E., the S.O.C.I.M.I., and the Z.E.C. The program features guest speakers José María Cusí and Juan Roda of CHR Legal, Barcelona.

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