In addition to enjoying an evening to network and celebrate Bridgeford’s expansion into Florida, the event will also be substantive and informative in nature, with a panel discussion entitled “America as Jurisdiction of Choice for International Families: Planning Issues in the New Year.” The panel will be moderated by Bridgeford and will include several well respected international advisors in the region. See below for more details on the panel discussion.

Date: Wednesday, January 22, 2020

Time: Registration and networking will occur from 4:30-5:00pm. The panel discussion will take place from 5:00pm – 6:00pm, and networking will follow after until 7:00pm.

Location: Truluck’s – 777 Brickell Avenue, Miami, FL 33131

Panel Discussion: America as Jurisdiction of Choice for International Families – Planning Issues in the New Year

As America has ascended to one of the jurisdictions of choice for international families seeking stability, privacy, asset protection, and tax planning opportunities, it is vitally important that U.S. advisors working with the international community keep current on quickly evolving planning issues and nuances. This interactive panel discussion will address several timely and highly relevant planning issues and topics specific to working with international families around the world coming to America.

The panel will be moderated by David Warren, Co-Founder/Chairman of Bridgeford Trust Company and President & CEO of Bridgeford. The panelists will be Leslie Share and Alfredo Tamayo, Shareholders at Packman, Neuwahl & Rosenberg; Arthur Dichter, Director of Internal Tax Services at Berkowitz Pollack Brant; and Nicolas Tavormina, Executive Director and International Wealth Strategist in Morgan Stanley’s Private Wealth Management Division.

Panel topics will include:

• A discussion of Reg S.
• Recent changes in Argentine law.
• Reporting requirements for FGTs.
• Importance of proper U.S. situs selection.
• Strong KYC programs.

The panel discussion will qualify for 1 Technical Business CPE credit for Florida CPAs and 1 CLE credit for Florida attorneys (pending approval). Written proof of attendance will be supplied.

Click here to register. For questions, please reach out to Melissa Roberson at mroberson@bridgefordtrust.com.