Meet Us at STEP LATAM + Register for the U.S. Taxation of Foreign Trusts Webinar

MEET US AT STEP LATAM CONFERENCE (SEP 4-5)

Auric Private Client Advisory LLC is pleased to announce that Amy Solarz-Patel (Owner & Chief Operating Officer) and Milan Solarz-Patel (Founder & Chief Tax Advisor) will be in Mexico City September 4–5 for the STEP LATAM Conference. 

They welcome the opportunity to connect with fellow STEP attendees at the event. If you will be in Mexico City for STEP LATAM, please contact us to arrange a meeting with Amy or Milan during the conference: contact@auricllc.com.

U.S. TAXATION OF FOREIGN TRUSTS BOOTCAMP WEBINAR

In the lead-up to the STEP LATAM conference, we invite you to register for a three-part “Bootcamp” webinar series on the fundamentals of U.S. Taxation of Foreign Trusts (presented in English). Each session will be 30 minutes, including presentation and Q&A.

Co-presenters:

Amy Jetel – Attorney-at-Law, Jetel Law, PLLC

Milan Solarz-Patel – Founder & Chief Tax Advisor, Auric Private Client Advisory LLC

Webinar 1 – What Type of “Trust” Do You Have?

Introduction to classification of trusts for U.S. tax purposes

Date/Time: Thursday, August 14, 2025 – 2:00 pm // 14:00 (Mexico City local time)

Click here to register for Webinar 1

Webinar 2 – U.S. Taxation of Foreign Trusts

U.S. taxation of foreign grantor trusts and non-grantor trusts

Date/Time: Thursday, August 21, 2025 – 2:00 pm // 14:00 (Mexico City local time)

Click here to register for Webinar 2

Webinar 3 – IRS Tax Reporting and Special Issues

IRS reporting obligations and special issues involving foreign trusts

Date/Time: Thursday, August 28, 2025 – 2:00 pm // 14:00 (Mexico City local time)

Click here to register for Webinar 3