STEP NY | June 28, 2022 | New Member Breakfast

Tuesday, June 28, 2022 - Tuesday, June 28, 2022

June 28, 2022, 8:30 to 9:30 am We welcome you to STEP NY! At long last we can get together face to face. Please join your fellow STEP members and your Board for breakfast, for helpful information and the opportunity to meet other new members. Reserve your spot here for the new member breakfast.

STEP NY | May 31 | Hybrid Event: The Corporate Transparency Act

Tuesday, May 31, 2022 - Tuesday, May 31, 2022

Hybrid Event: Virtual or In Person |Baker Mackenzie, LLP |452 Fifth Avenue

The Corporate Transparency Act (the “Act”) passed on January 1, 2021 and Proposed Regulations were issued in December of 2022. The Act is another step towards placing the US on similar footing with other similarly positioned OECD and FATF nations in requiring the reporting of the ultimate beneficial owners of companies and similar corporate entities. This… 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

17th Annual International Estate Planning Institute: March 31st-April 1st: Virtual

Thursday, March 31, 2022 - Friday, April 1, 2022

Program Description The New York State Bar Association and STEP NY are pleased to present the 17th Annual International Estate Planning Institute. 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 developments regarding… 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