STEP NY /Webinar: 2/28/22 Relocation to Italy for individuals under Italian favourable tax regimes 

Monday, February 28, 2022 - Monday, February 28, 2022

 “Relocation to Italy for individuals under Italian favorable tax regimes”  The panellists will explore Italian favourable tax regimes aimed at attracting individuals to Italy. They will focus on the specific aspects which arise in cross border US-Italy situations”. Marco Cerrato, partner of Maisto e Associati, is an Italian lawyer based in Milan who assists corporate… Read More

January 12: Update from Ecuador

Wednesday, January 12, 2022

Update from Ecuador

Planning Update from Ecuador January 12th from 12:00 to 1:00 pm EST Presented by Gustavo Ortega Illingworth Topics to be addressed Temporal contributions to boost the economy after covid 19 to be paid by individuals and corporations Amnesty program (regularization regime) to report foreign assets not declared Registry of beneficial owners Estate tax exemptions Tax… Read More

November 3: “Don’t Let the Door Hit You on the Way Out: Planned and Accidental Departures from the US Tax System”

Wednesday, November 3, 2021 - Wednesday, November 3, 2021

Webinar from 12:00 to 2:00 PM EST

The panelists will discuss various aspects of individuals and trusts ceasing to be taxed as US persons.  From simple changes of residence of non-citizens before a liquidity event to taxable expatriations of US citizens and long-term residents to conversions of trusts to foreign trusts, opportunities and traps await in this immensely complicated and misunderstood area… Read More

Winds from the South: An Update from Argentina, Chile & Peru

Thursday, September 30, 2021 - Thursday, September 30, 2021

Webinar from 12:00 to 1:30

STEP NY Event: September 30: Winds from the South: An Update from Argentina, Chile, Peru Winds from the South:  An Update from Argentina, Chile and Peru This panel will address recent events in each of Argentina, Chile and Peru that are affecting planning for UHNI, and discuss news regarding tax reforms and/or recent new taxes.… Read More

July 20: STEP NY Webinar: STEP NY: Portugal as a Platform Investment and Tax Residency

Tuesday, July 20, 2021 - Tuesday, July 20, 2021

Webinar from 12 to 1:00 pm

Portugal as a Platform Investment and Tax Residency July 20th from 12:00 to 1:00 pm EST (1 CLE) Presented by Rogério M. Fernandes Ferreira For more than 10 years, Portugal has been adopting a set of tax and legal measures to increase its competitiveness and attract foreign investment. Rogério is Founding Partner of Rogério M.… Read More

What Comes After the Sale of the Operating Business? ‐‐Leadership and the Importance of Purpose: What We Did Wrong and Lessons Learned

Tuesday, May 18, 2021 - Tuesday, May 18, 2021

Webinar from 12 to 1:00 pm

Leadership and Importance of Purpose – What we Did Wrong and Lessons Learned A Conversation with Matthew Fleming Matthew is a member of the storied UK Fleming family, which has successfully managed the preservation and transition of wealth through 6 generations. Using his own family as a case study, Matthew discusses their experience and what… Read More

State Income Taxation of Trusts

Tuesday, April 20, 2021 - Tuesday, April 20, 2021

Webinar from 12 to 1 pm

April 20th  from 12-1 PM State Income Taxation of Trusts – discusses the nexus requirements required by the various states in order to be able to tax trust income, how to plan to minimize or avoid the state tax on accumulated income and capital gains and the lack of symmetry in state taxation statutes.   Speaker:… Read More

STEP NY & NYSBA 16th Annual International Estate Planning Institute: Part 2

Thursday, March 18, 2021 - Thursday, March 18, 2021

The New York State Bar Association and STEP NY are pleased to present the 16th Annual International Estate Planning Institute: Part 2. This Institute is a much anticipated annual event at which trust and estate practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss… Read More