Press Room

October 05, 2012

Roberts to Speak on Pre-Immigration Planning

 International Wealth Planners (IWP) mission is to connect experienced international wealth planners across all generations together for a mutual benefit. IWP believes that successful wealth planning goes beyond tax and legal considerations, and includes an understanding of human nature. IWP seeks to provide an active forum for experts to share their knowledge, insight and experience with international wealth planners.

The  upcoming meeting in New York is scheduled for November 27, 2012 on a range of interesting topics including U.S. immigration; U.S. inbound tax planning; U.S. tax planning in an uncertain rate environment; domestication of foreign trusts and IRS tax forms applicable to U.S. persons beneficiaries of foreign trusts. Expert speakers include WTAS Managing Director, David Roberts, who will discuss pre-immigration planning. The meeting will run from 11:00 am - 5:20 pm and will include a private lunch. All Wealth Planners are invited to attend this meeting and we should expect a diverse group of professionals at this private gathering.

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