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Nov 1, 2022

Maria-Soledad Otero Presents on Considerations Before Becoming a US Income Tax Resident at IBA Annual Conference in Miami

Maria -Soledad Otero recently presented “Coming and Going Part 1: Hello America - What the Well-Advised Immigrant Needs to Know and Do Before They Arrive” at the International Bar Association (IBA) Annual Conference on November 1, 2022, in Miami, Florida. This in-depth discussion highlighted various tax and non-tax considerations that individuals should consider before becoming a US income tax resident, with a focus on pre-immigration planning to mitigate exposure to US income and estate tax, including stepping up the client’s basis in assets prior to residency, addressing the impact of the various US anti-deferral regimes, creating income tax advantaged structures, and protecting assets from US estate and gift tax.

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