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Pre-Immigration Income Planning for Foreign Individuals

  • Ruchelman P.L.L.C. 150 East 58th Street New York, NY, 10155 United States (map)

This program will discuss the rules that affect individuals moving across borders, focusing on opportunities to reduce tax after residence is established by transactions completed prior to the residence starting date. The session also addresses U.S. tax rules that apply to U.S. persons who renounce citizenship and long-term residents holding green cards in more than seven out of fifteen years. Sophisticated estate planning strategies for the arriving individual will be covered.

This event has reached capacity. Register below to be added to the waitlist.

SPEAKERS

Fanny Karaman, Ruchelman P.L.L.C.
Rusudan Shervashidze, Ruchelman P.L.L.C.
John F. McLaughlin, AllianceBernstein L.P.

SCHEDULE OF EVENTS

12:15 P.M.  Welcome Lunch
12:30 P.M.  Presentation

CREDIT AVAILABLE

CLE 1.0 Areas of Professional Practice*
CPE 1.0 Taxation

*Application for New York accreditation of this course is currently pending.

Date & Time

Tuesday, September 26
12:15 P.M. – 1:30 P.M.

Location

Ruchelman P.L.L.C.
150 East 58th St., 22nd Fl.
New York, New York 10155

 

For questions regarding this and other Ruchelman events, contact lapper@ruchelaw.com.