Press Room

August 23, 2012

Roberts to Speak at the Institute for Private Investors Fall Forum

The Institute for Private Investors, IPI, is the preeminent global membership network for families of substantial wealth. IPI members participate in a full range of investment and wealth management education featuring distinguished experts and peer-to-peer discussions in a private, members-only collaborative community.

Since 1991, ultra-affluent families and private investors have looked to IPI for innovative educational and networking resources. Families of substantial wealth rely on IPI to provide a safe harbor where they learn from each other and leading experts while fostering lifelong relationships with like-minded peers.

Through its affiliation with Campden Wealth, IPI is the bridge from the U.S. to the private global community of ultra-affluent business-owning and financial families in Asia, Latin America, Europe and the Middle East.

WTAS Managing Director, David Roberts, will present U.S. Taxation of Direct Foreign Investment: Is It Worth It? This presentation will explore some of the U.S. taxation concepts associated with investing in an offshore business. It will look at Passive Foreign Investment Companies, Foreign Partnerships and Controlled Foreign Corporations including the new reporting requirements under FATCA (Foreign Account Tax Compliance Act).

October 3, 2012
New York, NY

This event is by invitation only.

Read More