Complex Tax and Non-Tax Issues to Be Covered in Depth at Event Produced by European American Chamber of Commerce (EACCNY) on Oct. 25, 2022, 8:30-10:30 a.m. Register to attend here.

Trust and estate planning and investment strategies for multinationals is a complex topic about which International Wealth Tax Advisors founder Jack Brister has encyclopedic knowledge.

An update on the tax rules and strategies multi-nationals must follow in these areas is the topic of a live event at which IWTA Founder Jack Brister  is participating on Tuesday, Oct. 25, 2022. The free event, produced by the European American Chamber of Commerce (EACCNY) takes place from 8:30 to 10:30 a.m. at the New York City headquarters of Offit Kurman.

Among the topics to be discussed are planning for U.S. tax compliance for non-resident citizens; dual citizens and green card holders; foreign tax trusts vs. U.S. tax trusts; along with income, gift, and estate planning for non-residents with U.S. children.

Other speakers on the panel moderated by EACCNY Executive Director Yvonne Bendinger-Rothschild include EACCNY members Diane Roskies, Counsel,Offit Kurman, Christopher Wright, Partner, CBIZ Marks, Paneth & MHM and Robert M. Nemzin, Senior Wealth Planner, HSBC. Early registration is encouraged.

“As a specialist in international wealth retention strategies for over 30 years, I will be sharing knowledge of solutions to complex cross-border tax issues,” says Jack Brister, international tax consultant and Founder of International Wealth Tax Advisors. “Failing to understand the rules results in significant penalties. IWTA helps clients to navigate the rules and regulations to not only avoid the penalties, but reap the fullest rewards possible from playing by the rules.”

The IWTA team consults extensively for foreign and dual citizens, businesses and families with U.S assets, many of which are also holders or beneficiaries of foreign or U.S. trusts.  Jack’s extensive experience working with the IRS along with his vast knowledge of complex tax codes and tax laws enables him to help clients avoid costly penalties and uncover tax saving opportunities to grow and maintain wealth.

IWTA clients include multinational families, investors, international businesses and U.S. taxpayers working and living abroad. Clients hail from and reside in various regions of the world including Western Europe, Singapore, India, Australia, New Zealand, Brazil, Peru, Ecuador, Mexico, and the Middle East.

For more information or to book an appointment with Jack Brister to discuss your trust and estate planning needs, click here.