Taxation of Multinational Executives: Expatriation and Pre-Immigration Planning

SHRM 2011 Annual Conference
You will be enabled to advise your executives on how to avoid and/or minimize income and transfer taxation consequences before arriving in the U.S. and before expatriating from the U.S.

Track: International HR

Get up-to-date with the most recent changes in both income tax and estate and gift tax that impact those multinational executives emigrating to the U.S. and those expatriating from the U.S. The recent exit tax is explored, as well as the estate and gift tax provisions directed at beneficiaries of expatriates. Planning opportunities to minimize the impact of the new taxes and pre-immigration planning to avoid transfer tax once in the U.S. are discussed.

Date(s) & Time(s): 
Tuesday, June 28, 2011 - 10:45am to 12:00pm
Presenter: 

Paula M. Jones

Paula M.
Jones
Paula Jones is an attorney with the international law firm of Reed Smith in its Tax, Benefits & Wealth Planning section of the firm's Philadelphia office. Paula advises high net worth individuals in wealth planning matters, with a focus on international planning. She advises clients on all aspects of U.S. estate and gift taxation, the creation, migration and maintenance of U.S. and foreign trusts, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the United States, charitable giving overseas, offshore account compliance, the application of FATCA, administration of estates of foreign individuals with U.S. property and other related matters. Paula has authored many articles on international estate planning for journals such as the ABA's Practical Tax Lawyer, the AICPA Journal, and Trusts and Estate Magazine. She speaks nationally on the topic. In addition, she is a member of the International Bar Association (IBA), Society of Trust and Estate Practitioners (STEP) and the American Immigration Lawyers Association (AILA).
Location: 
LVCC N206-208
Amount of Credit: 
1.25
Credit Type: 
Global Credit
Track: 
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