US Pre-Immigration Planning for Founders of Privately Held Businesses: Tricks, Tips & Traps to Avoid

Our experts will discuss sophisticated pre-immigration planning techniques for founders of large privately held businesses. They will discuss the most efficient techniques to get clients into the US, minimize tax while clients are US residents, and get clients back out of the US without triggering exit taxes. Topics include visa alternatives, estate tax planning techniques, planning for the transition from tax residency in the home country to US tax residency, accessing foreign tax credits, income tax optimization, pre-immigration trust planning and common issues in reporting and filings.

Location: Katten Muchin Rosenman LLP, 50 Rockefeller Plaza, New York, NY 10020

Date and time: Wed, Jun 5, 2024 4:00 PM - 7:00 PM

MEET OUR MODERATOR

Eric Dorsch

Kozusko Harris

Eric’s practice centers on the needs of domestic and international high-net-worth individuals and families, taking a holistic approach to issues related to their assets and business interests. In essence, Eric acts as a general counsel to his clients on matters related to their business priorities, family goals and tax concerns. He is a sophisticated legal thinker and an intuitive advisor who navigates complex areas of the law and multi-layered family dynamics with skill and attention.

MEET OUR SPEAKERS

Christiana Lazo

Partner

Proskauer

Christiana Lazo is a partner in the Private Client Services Department. Christi’s practice focuses on representing ultra-high net worth individuals, their family offices and closely held businesses in developing and implementing sophisticated domestic and international tax and estate plans. 

Christi regularly works with principals of private equity and venture capital funds on their estate planning. She also has significant experience counseling global clients on inbound and outbound planning, particularly advising family members in multiple jurisdictions on wealth transfers and on tax-efficient investment and business ownership structures.

David Roberts

Managing Director

Anderson Tax

David Roberts has over 20 years of experience working with international high net worth individuals and families on tax and financial matters. His practice area includes planning and compliance for pre-immigration and expatriation, U.S. taxpayers residing overseas, inbound U.S. investments, planning for multijurisdictional families with U.S. connections, and reporting of undisclosed income and/or foreign financial assets from offshore accounts through the IRS Offshore Voluntary Disclosure Program (OVDP) or Streamlined Filing Compliance Procedures, and Report of Foreign Bank and Financial Accounts (FBAR).

Christina Baltz

Partner

Withers Worldwide

Christina is a partner in the private client and tax team. She works with global families to develop and implement innovative and technically accurate planning strategies that address clients' wealth planning, corporate and family governance, charitable planning and family office needs and objectives, across generations and borders. More specifically, she has advised US and international individuals, family offices, business owners and charitable organizations on tax, estate planning, family and corporate governance, matrimonial and other legal issues, and has advised financial institutions on trust and compliance issues and estate planning products for private clients.

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CLE Credit Information

For attorneys seeking CLE Credit, note that this event is appropriate for both newly-admitted attorneys and experienced attorneys.

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