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Presentations

Special Tax Regimes for Individuals: United States

Estate and Wealth Tax Planning: European Clients with U.S. Assets

Biases, Heuristics, Blind Spots, and Pitfalls in I.R.S. Transfer Pricing Examinations

A Foreign Lawyer's Guide to U.S. International Tax Law: U.S. Tax Reform

A Foreign Lawyer's Guide to U.S. International Tax Law: Core Concepts

F.B.A.R. Compliance & Controversy

Video | Tax Planning for Brexit & Beyond

This program focuses on the critical issues of Eurocentric tax planning in the age of Brexit, B.E.P.S., and emboldened tax authorities. Seasoned tax professionals, including in-house counsel and global tax advisors, reflect on how these new realities impact tax planning between the U.K. and U.S.

Tax Planning for Brexit & Beyond

U.S. – U.K. Tax Planning: Coping with Uncertainty

Pre-Immigration Income Planning for Foreign Individuals

U.S. Taxation of French Entities: Part I – French Entities & U.S. Entity Classification Rules

U.S. Citizens as Shareholders of Canadian Companies – Impact on Reorganizations and Other Canadian Tax Consequences

U.S. Citizens as Shareholders of Canadian Companies – Impact on Reorganizations and Other Canadian Tax Consequences

First presented at the Canadian Tax Foundation’s 68th Annual Tax Conference (2016) in Calgary, AB.

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U.S. Tax Update

U.S. Estate and Gift Tax Concepts

Woops, My U.S. Real Estate is in a U.S. Corporation: How to Make the Most of a Bad Situation

Buying U.S. Real Estate

Overview of U.S. Taxation of Cross Border Investments & Operations

Update on FATCA & OVDI

On November 2, 2015, Galia Antebi presented “An Update of F.A.T.C.A.” at the 2015 Advanced Tax Institute, sponsored by the Maryland State Bar Association and the Maryland Association of C.P.A.’s, in Baltimore, Maryland.

The discussion covered an overview of F.A.T.C.A. legislation, the current status of exchanges of financial information between I.G.A. partner countries, and other hot topics, including new account opening procedures in countries that have signed a Model 1 I.G.A.

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Tax Planning for U.S. persons in Europe – Residency in Europe, Disclosure, Expatriation

Stanley C. Ruchelman and Beate Erwin attended the 2015 ITSG European Conference in Madrid, Spain.

Mr. Ruchelman and Ms. Erwin participated on the panel “Problems of U.S. Person Living in Europe,” which addressed banks that close accounts of U.S. persons, coming into compliance with tax return and F.B.A.R. reports, and planning for expatriation.

In conjuction with the conference, Mr. Ruchelman also spoke on the “Common Reporting Standard in the E.U.”

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