Register now for Chamberlain Hrdlicka's Tax and International Business Planning Seminar
Chamberlain Hrdlicka's Laredo Tax and International Business Planning Seminar will take place on Thursday, November 14, 2024 at the Laredo Country Club.
Anyone is welcome to register to attend. 
Schedule
8:30 a.m. - 9:00 a.m. Registration
9:00 a.m. - 5:00 p.m. Seminars
Location
Laredo Country Club 1415 Country Club Dr. Laredo, TX 78045
Cost
$125 per person
*$165 per person for Walk-In Registration (if space allows)
- Texas CPAs: 8.0 hours of CPE credit hours
- Texas Attorneys: 6.75 CLE credit hours
- No prerequisites for this Tax Seminar
Presentations:
9:00a.m. – 9:50 a.m.
Topic: Critical Estate Planning Issues for CPAs
Presenter: Joshua Sutin
Summary: This seminar will review the status of the gift, estate and generation skipping tax law, the changes that will impact such law on 1/1/26 and the techniques to be considering to help your clients. A dramatic shift is coming to estate planning and we will explore how to navigate this shift with your clients. We will review state law changes that also impact estate planning and how CPAs can assist their clients with keeping their clients up to speed with the latest and greatest estate planning techniques. Review of succession planning issues, family office and related areas of tax law that will impact estate planning for CPAs and their clients.
10:00 a.m. – 10:50 a.m.
Topic: Cross-border investments & the most tax efficient structures – Taking advantage of special tax regimes in the U.S.
Presenter: Andres Berdugo, Luz Villegas-Banuelos, Anuar Estefan, Patrick W. Martin, and Roberto Tueffer
Summary: Taking advantage of special tax regimes in the U.S., including 0% tax rates for non-resident investors. The course will explain some little utilized, US and Mexican tax rules that can help businesses and individuals that have operations or investments in both the United States and Mexico. Provide practice tips and practical pointers. Some of the techniques will focus on how to avoid double taxation exposure, reduce the global income tax burden, and provide a better liquidity result on an exit from a possible future sale of the business. We will also discuss understanding foreign tax credits, how and when to invoke them and traps for when they do not apply.
11:00 a.m. – 11:50 a.m.
Topic: Cross-border family business transitions – Generational planning for global families
Presenters: Andres Berdugo, Luz Villegas-Banuelos, Anuar Estefan, Patrick W. Martin, and Roberto Tueffer
Summary: The course will explain some key cross border legal considerations for global families. Without an estate or gift, tax treaty, or any special provisions in the United States Mexico income tax treaty (unlike Canada), business owners and investors can easily run afoul of laws they never envisioned could apply. The key discussion will cover how to avoid unnecessary tax, estate and trust administration problems in the U.S. and Mexico. We will discuss the potential legal changes in Mexico that could impact family transitions and estate planning. Key family office business planning considerations regarding control of companies, buyout provisions of family members, cross border flows of capital, repatriation of profits and developing a potential exit strategy will be discussed in detail. Latest case law interpreting tax treaties will be discussed from the 9th circuit - Aroeste v. the United States.
12:00 p.m. – 12:50 p.m.
Title: From the Commissioner, A Look Inside the IRS
Presenter: Charles P. Rettig
Session Description: The Inflation Reduction Act of 2022 appropriated almost $80 billion to the IRS to be expended over 10 years, mostly for Taxpayer Services, Enforcement, Operations Support, and Business Systems Modernization. Former IRS Commissioner Chuck Rettig will discuss the importance of these funds to support meaningful, effective tax administration for your clients, you, and our country.
1:00 p.m. – 1:50 p.m.
Title: Foreign Entity, Asset and Transaction Reporting That You and Your Clients Need to Know About.
Presenters: Sebastien N. Chain and Morgan Alleyn
Summary: This presentation will explore critical aspects of foreign entity, asset and transaction reporting for U.S. tax purposes. Topics covered will include: (i) Determining whether clients are U.S. residents and what their reporting obligations are; (ii) reporting interests in CFCs and PFICs; (iii) Tracking and utilizing previously taxed earnings and profits of a foreign corporation; (iv) Calculating GILTI and properly reporting a Section 962 or high-tax-exemption election; and (v) Reporting changes in your clients’ foreign business, including reorganizations, entity classification elections, liquidations and sales.
2:00 p.m. – 2:50 p.m.
Topic: Tax Controversy and IRS Enforcement Update
Presenters: Leo Unzeitig & Jaime Vasquez
Summary: Topics will include the current state of IRS enforcement, the allocation of funds under the Inflation Reduction Act, tax opinion standards and levels of authority for reporting positions, penalty enforcement (particularly with respect to information returns), tax litigation priorities, and the state of IRS collections.
3:00 p.m. – 3:50 p.m.
Title: Texas Sales and Use and Franchise Tax Updates
Presenter: Bryan Dotson
Summary: This session discusses recent developments in the Texas sales and use and franchise taxes. The discussion will cover key legislative changes, recent court decisions, and amendments to Texas Comptroller regulations.
4:00 p.m. – 4:50 p.m.
Topic: Cross-border international tax audits – What to expect and how to prepare.
Presenter: Andres Berdugo, Luz Villegas-Banuelos, Anuar Estefan, Patrick W. Martin, and Roberto Tueffer
Summary: Good planning, thorough and detailed transactions, comprehensive tax compliant, and reporting will be discussed in detail so you and your clients will be well prepared in advance of any tax controversy that might arise. Knowing what are the cutting issues of the Internal Revenue Service, with high net worth families and international assets is important to navigate a future world of more tax audits. When and how records should be maintained internationally, and when attorney-client privileged documents or other privileges should be invoked. What key items to consider when your client receives an information document request (IDR) or a subpoena.
If you have any questions, please email Meg Grossman at Meg.Grossman@chamberlainlaw.com.