April 21, 2022 Workshop + Dinner Meeting
Join Us!
DATE: Thursday, April 21, 2022
LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131
Workshop – 5:30 – 6:20 p.m.
“Fiduciary Perspective on ESG Investing"
Presented by:
Amy E. Szostak - Northern Trust
Cocktails and Dinner- 6:30 – 8:15 p.m.
"Panel discussion on typical issues that arise with nondomiciliary and foreign connected clients"
This fast-paced moderated panel discussion will provide the attendee with considerable knowledge to spot issues that typically arise with nondomiciliary and foreign connected clients. Topics covered will include: gifts and devises to non-US citizen spouses; selling US real property titled to deceased non-US person; applying for a transfer certificate where a Form 706NA is not required to be filed; US person with beneficial interest in a foreign non-grantor trust; and US person receiving gifts from a non-US person. In addition, the presenters will share their thoughts on your reliance on previously filed tax compliance and when a non US person has not previously filed tax compliance (where maybe they should have).
Presented by:
Kevin Packman Tax Attorney at Holland & Knight
Kevin E. Packman is an attorney in Holland & Knight's Private Wealth Services Group where he leads the firm's International Estate Planning Group. Mr. Packman's practice includes advising high-net-worth private clients (whether U.S. or foreign) with tax, trusts and estates. This also includes pre-immigration planning and expatriation planning. He also helps clients come into compliance and resolve tax controversies. He represents clients daily before the Internal Revenue Service (IRS) and has represented clients before the U.S. Tax Court. Mr. Packman is a fellow of both the American College of Tax Counsel (ACTC) and the American College of Trusts & Estates Counsel (ACTEC). He is a frequent writer and regularly speaks at national and international tax conferences. He is also frequently quoted by the national media.
&
Peter Stratos Principal, International Tax | Kaufman Rossin
Peter is an expert in international tax for both individual and corporate taxes. His primary expertise in international tax are in the areas of foreign tax credit planning, residency issues, state and local issues for international and multinational businesses, expats and inpats, pre-immigration planning, transfer pricing, compensation planning, treaty positions, entity selection, organizational structuring and withholding issues. Peter has been a speaker for the AICPA, state societies, and other organizations on various international tax topics and has also written several articles and issue papers covering these topics. He was recognized on multiple occasions by the Virginia Society of Certified Public Accountant’s and Virginia Business Magazine as a “Super CPA” in corporate taxation.
Moderated by:
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Dinner Meeting Generously Sponsored By:
The workshop and dinner sessions have applied for 1 hour of continuing education credit for each session in the following disciplines:
CLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)
Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, fish or vegetarian.
Please RSVP at https://www.epcmiami.org/events/event/22040
The guest fee for this meeting is $75. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $75 will be credited toward the fee for any membership.
Membership dues include the cost of all dinners.
