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Presenter, "U.S. Tax and Estate Planning for Foreign Persons," Meritas

September 2016

Moving to the U.S. can have profound tax consequences for individuals and their families, as people with sufficient U.S. contacts may find that their worldwide income and assets are subject to U.S. income, gift and estate taxes and that they are required to disclose financial accounts and business investments kept abroad. Ignorance of the laws of their new home can be costly.