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TAX BLOG
*STEP LATAM Presentation* LATAM families with U.S. Children: Cross-Border Estate Planning
This presentation provides a concise roadmap for LATAM parents with U.S. children: it separates transfer-tax domicile from income-tax residency, defines U.S.-situs assets for estate, gift, and GST taxes, and weighs lifetime gifts by non-domiciliaries against basis step-up at death. It covers blockers and entity classification for U.S. assets, FIRPTA and liquidity for real estate, and core trust rules across grantor vs non-grantor and domestic vs foreign, including DNI/UNI, th
US Taxation of Foreign Trusts Webinar 3: IRS Tax Reporting & Special Issues Involving Foreign Trusts
This final session in the three-part series, IRS Tax Reporting and Special Issues, brings together Milan Solarz-Patel and Amy Jetel for a...
Auric Private Client Advisory to Engage with Global Leaders at STEP LATAM 2025
Auric Private Client Advisory LLC is pleased to announce that Amy Solarz‑Patel (Owner & Chief Operating Officer) and Milan Solarz‑Patel...
US Taxation of Foreign Trusts Webinar 2: U.S. Taxation of Foreign Grantor and Non-Grantor Trusts
This webinar explains U.S. taxation of foreign grantor and non-grantor trusts. Presenters Amy Jetel and Milan Solarz-Patel outline how...
US Taxation of Foreign Trusts Webinar 1: Fundamentals of U.S. Taxation for Foreign Trusts
Introduction to classification of trusts for U.S. tax purposes This webinar introduces the fundamentals of U.S. taxation for foreign...
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