Many international families have members who live in the United States or are United States citizens by virtue of birth in the United States, which can sometimes lead to complex issues in managing assets, which requires, among other things, a good estate planning.
From this and other issues related to the subject will be talked about next Friday on June 14. Fiscal experts will host a seminar that is titled, “International Families with United States Members: What Do We Do Now?” which will become a series of meetings that the Florida International Bankers Association (FIBA) will host.
Topics Covered are:
- Preferential Tax Planning;
- Common Mistakes to Avoid; and
- Obligations of the Financial Advisor Concerning Portfolio Investment Decisions
Steven L. Cantor, director and partner at Cantor & Webb PA, and Kathryn von Matthiessen, also partner of Cantor, speakers at the seminar will be presented by the Committee FIBA Private Banking and Wealth Management FIBA First Annual Forum.
For more information or to sign-up for the seminar click here.