STEP NEW YORK AFTERNOON EVENT: “Income Taxation for Cross Border Planning in Light of the 2017 Tax Act”

Tuesday, February 11, 2020 - Tuesday, February 11, 2020

Afternoon Program to Begin at 4:30 PM to 6:30 PM Followed by a cocktail reception


Tuesday, February 11, 2020

Educational Meeting; 4:30 PM – 6:30 PM:  Followed by a cocktail reception

“Income Taxation for Cross Border Planning in Light of the 2017 Tax Act”


Giev Askari of HSBC

Giev is a Senior Wealth Planner with HSBC’s Private Banking for the Americas. Giev works with ultra high net worth individuals designing and implementing structures to manage their wealth and philanthropy across the generations.

Giev has over a decade of private practice experience as an international tax and estate planning attorney. Prior to joining HSBC Private Banking, he was an attorney whose practice focused on the representation of high net worth international private clients and institutions in the areas of tax planning and compliance, estate planning, pre-immigration tax planning, planning for foreign clients investing in the United States, and tax issues concerning foreign trusts with U.S. beneficiaries.


Richard S. LeVine of Withers Worldwide 

Richard’s practice concentrates in the areas of US income, gift and estate tax planning for domestic and foreign high net worth families; tax and business planning for domestic and foreign closely-held business entities, and compensation planning for business executives and private investment fund principals. Mr. LeVine has substantial experience advising wealthy families on inbound investment into the US, including for operating businesses, investment real estate and personal residences.
Other important areas of his practice include pre-immigration tax planning for individuals taking up US residency, expatriation tax planning for individuals terminating their US citizenship or residence, outbound tax planning for ultra-high-net-worth US residents, and the use of trusts, annuities and life insurance to reduce state and federal income tax on US investment assets. He has been heavily involved in advising clients on international disclosure programs such as US FATCA, UK FATCA and OECD CRS.

Stanley Ruchelman of Ruchelman

Stanley C. Ruchelman is the founder and chairman of the boutique international tax law firm Ruchelman P.L.L.C. Whether it is a sophisticated corporate restructuring, individual tax, or multinational compliance matter, Stanley brings cross-border business experience to the table to craft workable solutions to complex issues. Prior to founding the Firm, Stanley was an international tax partner at one of the major international accounting firms, a senior attorney in the Legislation & Regulations Division of the I.R.S. Office of Chief Counsel, and an attorney adviser to the Honorable Charles R. Simpson, judge of the U.S. Tax Court.

Eric Collins of Frank Hirth

Eric oversees Frank Hirth’s New York office.  His specialist area is the taxation of alternative investments, in particular private equity partnerships with UK and/or US partners, and offering withholding tax advice in the wake of the US Foreign Account Tax Compliance Act (FATCA). Eric has developed extensive knowledge of the US Federal income taxation of international transactions, helping individuals and businesses implement internationally efficient structures. Eric joined Frank Hirth in 2012, moving to our New York office in 2014 to support our business tax team.  He is a member of the Institute of Chartered Accountants in England and Wales (ACA), is a US Enrolled Agent (EA), and co-authored the International Investment Funds and Private Equity (IBFD) tax portfolio: Investment Funds and Private Equity in 2012.Eric also sits on the Tax Technical Team within Frank Hirth whose primary role is to provide technical support to the wider firm

Hosted by: Baker McKenzie

  452 Fifth Avenue, (at 40th Street)

New York, N.Y. 10018

2 Hours CLE 

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