STEP NY | June 28th Event | SPECIAL FEATURED SUMMER EVENT: Cross-Border Compliance and Cocktails

Wednesday, June 28, 2023 - Wednesday, June 28, 2023

Baker Mackenzie

SPECIAL FEATURED SUMMER EVENT: Cross-Border Compliance and Cocktails June 28, 2023 event from: 4:00PM – 7:00 PM Cross-Border Compliance and Cocktails: What Everybody Needs to Know about Implementing a Cross-Border Structure Please join us for a stimulating conversation about the non-tax considerations in setting up and maintaining an effective and efficient cross-border structure.  The panel will cover… Read More

March 29, 2023 Pre-Institute Cocktail Party

Wednesday, March 29, 2023 - Wednesday, March 29, 2023

6-8 pm at Phillips Auction House 432 Park Avenue New York, NY 10002

We are looking forward to welcoming you to New York to attend the 18th Annual International Estate Planning Institute, and we want to extend the invitation to our traditional Pre-Institute Cocktail Reception, this year to be sponsored and hosted by Phillips at their marvelous Park Avenue location. You will be able to meet with other… Read More

STEP NY | January 25 | Luncheon: Estate Planning for U.S. Clients with Canadian Assets: Tips and Tricks to Avoid the Traps

Wednesday, January 25, 2023 - Wednesday, January 25, 2023

12-1 pm at Katten Muchin Rosenman LLP 50 Rockefeller Plaza New York, NY 10020 US

Nowadays, it is not uncommon to meet with a married couple who moved from Canada to the U.S. with the intention of living there on a permanent basis, while keeping assets in Canada. We may think about rental property in Canada, shares of Canadian private companies, life insurance, pension plans such as RRSPs or RRIFs.… Read More

18th Annual International Estate Planning Institute: 3/30-3/31

Thursday, March 30, 2023 - Friday, March 31, 2023

@Ease 605 Third Ave. New York, NY

The New York State Bar Association and STEP NY are pleased to present the 18th Annual International Estate Planning Institute. This 1 1/2 day 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 developments regarding cross-border planning with… Read More

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