Retiring Abroad: Tax Considerations, Expatriation From the U.S., Immigration, Golden Visas, CFC Considerations
Puerto Rico, Portugal, Israel, Singapore, Cost Rica
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will take a detailed look at the most significant concerns of taxpayers considering retiring abroad. Our panel of international tax attorneys will explain U.S. expatriation requirements, the benefits and caveats of Golden Visa programs, and immigration considerations for moves to Puerto Rico, Portugal, Israel, and other popular destinations for advisers to taxpayers considering moving overseas.
Outline
- Moving abroad considerations
- Immigration considerations
- Expatriation from the U.S.
- Destination country requirements
- Golden VISAs
- Income tax considerations
- Expatriation tax
- CFC considerations
- Destinations
- Puerto Rico
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- Non-tax considerations
- ACT 60 Bona Fide Resident regime
- Tax considerations
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- Portugal
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- Immigration
- Non-tax considerations
- Tax considerations
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- Israel
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- Immigration
- Non-tax considerations
- Tax considerations
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- Singapore
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- Immigration
- Non-tax considerations
- Tax considerations
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- Cost Rica
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- Immigration
- Non-tax considerations
- Tax considerations
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- Puerto Rico
Benefits
The panel will cover these and other critical issues:
- Immigration considerations of moving to specific countries
- Golden VISA opportunities and caveats of moving to Portugal and Israel
- Who is required to pay an exit tax
- Strategies available to abate multi-national taxation
Faculty
Stuart Anolik
Partner
FisherBroyles
Mr. Anolik has handled client matters involving international investment and finance, intellectual property migration,... | Read More
Mr. Anolik has handled client matters involving international investment and finance, intellectual property migration, transfer pricing, infrastructure project finance, mergers and acquisitions, and international taxation. These clients range from start-ups to Fortune 500 companies, on various international securities and transactional matters, including multi-jurisdictional acquisitions and dispositions of business; cross-border joint ventures; and securities transactions and financings for the U.S., European, Asian, and Latin American companies. In addition, he provides consulting services to high net worth individuals in regard to estate planning, wealth preservation, and asset protection planning.
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Michael Pierson
Managing Partner, Global Corporate
FisherBroyles
Mr. Pierson is Managing Partner of the firm’s Global Corporate practice and oversees the corporate team located... | Read More
Mr. Pierson is Managing Partner of the firm’s Global Corporate practice and oversees the corporate team located in each of the firm’s locations. He serves on the firm’s Executive Committee, is a member of the Diversity and Inclusion Committee, and serves as chair of the FinTech and Blockchain Executive Committee. The primary focus of Mr. Pierson's practice is acquisition, regulatory, and securities law matters for U.S. and non-U.S. banking, financial institutions, private fund, and corporate clients. Over the course of his career, he has advised U.S. and non-U.S. private funds, broker-dealers and investment management clients, from some of the largest and most prominent market participants to firms engaged in specialized aspects of the securities businesses, including FinTech companies and investment boutiques. Mr. Pierson serves as counsel to both emerging and established companies, family offices, and private funds, and he counsels blockchain clients on a variety of securities-law related issues.
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Sanford Posner
Partner
FisherBroyles
Mr. Posner has over twenty years’ experience working with employers and individuals on immigration matters. He... | Read More
Mr. Posner has over twenty years’ experience working with employers and individuals on immigration matters. He works with clients to develop customized immigration strategies and has significant experience working with Fortune 100 Companies, SMEs, start-up businesses, pharmaceutical companies, technology companies, professors, researchers, musicians, and athletes. Mr. Posner is proficient with both non-immigrant and immigrant visas, and handles both immediate relative petitions and naturalization. He is a Founding Member of the Georgia Cannabis Trade Association.
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