Pre-Immigration Tax Planning: A Thorough Analysis of the Recent Trends, Developments and Updates in 2018
Pre-immigration tax planning is considered as the first step undertaken by foreign nationals and entities seeking to immigrate in the U.S. This is a vital step into minimizing exposure to unwanted tax burdens. However, this requires in-depth understanding of the various rules, legal considerations and exceptions of the U.S. tax laws and the laws of imposed by each jurisdiction.
Listen as a panel of thought leaders and professionals assembled by The Knowledge Group provides the audience with an in-depth analysis of the current trends, developments and issues in pre-immigration tax planning. They will give highlight to the recent updates in immigration, tax and compliance and discuss its implications to pre-immigration tax planning.
This LIVE Webcast will discuss:
- The Pre-Immigration Tax Planning Framework
- Tools and Strategies in Pre-Immigration Planning
- Multi-Jurisdictional Pre-Immigration Planning: Primer
- Identifying Resident and Non-Resident Aliens
- Issues, Trends and Controversies
- What Lies Ahead
Kathryn von Matthiessen, Partner
Katten Muchin Rosenman
- When is a person a U.S. taxpayer
- Multi-Jurisdictional Pre-Immigration Planning: Primer
- Estate tax planning
Leon Dutkiewicz, Jr., Managing Partner
D & H Global Tax Group
- Income tax planning
- Entrepreneurial and small business tax planning
- Holistic planning – planning your exit before you come
Who Should Attend:
- Tax Attorneys
- Tax Preparers and Practitioners
- Tax Advisers
- Tax Accountants
- Tax Executives and Directors
- Tax Consultants
- Multinational Companies
Leon J. Dutkiewicz, CPA, is the Managing Partner of D & H Global Tax Group, where he specializes in international tax. His education from Temple University has prepared him for a successful career in domestic and international tax services. His expansive knowledge of international tax affairs is demonstrated through his daily interaction with his staff and clients. With proficiency in structuring global acquisitions/divestitures, analyzing income tax treaty benefits, assisting with transfer pricing implementation and managing multistate tax issues, and compliance services, he demonstrates his thorough understanding of many complex tax laws. This expertise proves useful to his clients who have business operations in multiple jurisdictions or are globally mobile individuals. Leon’s substantial skills allow him to conduct seminars and teach international tax through various public mediums. He is frequently called upon to speak for professional organizations and has authored articles on international tax-related topics. In his free time he enjoys fishing, reading and traveling with his family.
Leon J. Dutkiewicz, CPA, is the Managing Partner of D & H Global Tax Group, where he specializes in international …
Kathryn von Matthiessen is a partner in Katten’s Trusts and Estates practice and a member of the Private Client Services group. She focuses primarily on personal and estate planning for high net-worth individuals and the administration of complex estates and trusts. Kathryn handles intricate estate planning for both domestic and international families, utilizing a wide variety of techniques (both charitable and non-charitable in nature) to minimize taxes and achieve her clients’ goals. She was named one of Latin America’s top 100 female lawyers by Latinvex, is regularly named to the Citywealth Leaders List, and, in 2017 and 2018, Legal Week named her to its Private Client Global Elite Lawyer list. Kathryn was also named to Best Lawyers in 2019.
Kathryn von Matthiessen is a partner in Katten’s Trusts and Estates practice and a member of the Private Client Services …
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Method of Presentation:
On-demand Webcast; Group-Internet Based
General knowledge of tax laws
NY Category of CLE Credit:
Areas of Professional Practice
NASBA Field of Study:
Taxes - Technical
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About D & H Global Tax Group
D&H Global Tax Group focuses on U.S. tax issues affecting corporations and individuals with international activities and/or significant investments in the U.S. Our familiarity with global regulations and issues are unmatched. We focus on problems and solutions daily, which are rare to local accounting firms, ensuring the most favorable results for our clients. We combine traditional accounting skills with the ability to structure enterprises in a worldwide tax efficient manner as a result of years of collaborating with tax lawyers and accountants throughout the world. Our London office allows direct access to experts that help to produce optimal outcomes on a global basis. D&H GlobalTax Group is the only full-service tax accounting firm in the Philadelphia market that exclusively specializes in international tax, accounting and business consulting for individuals and corporations with cross-border businessrelations.
About Katten Muchin Rosenman
Katten is a full-service, business-oriented law firm, with more than 600 attorneys providing sophisticated, high-value legal services across the United States and abroad.
Katten’s nationally recognized practices include commercial finance, corporate, environmental and workplace safety, financial services, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, and trusts and estates. Its attorneys serve as valued partners to public and private companies, including a third of the Fortune 100, as well as government and nonprofit organizations and individuals. Katten provides full-service legal advice from locations across the United States and in London and Shanghai.