Commonwealth Trust Company is a proud sponsor of the 6th Annual STEP Miami Summit which is being held in Miami Florida later this week at The Conrad Miami Hotel (May 28-29, 2015). We encourage you to attend the programs and network with our Director of Business Development, Dave Riebe.
The STEP Miami Summit is an excellent opportunity to review the latest issues concerning international private client planning, presented by the leading professionals in the area. Also, the event is a great opportunity to meet and share best practices with peers. This year’s Summit Agenda includes the following topics: Succession Planning for Family Businesses, Jurisdiction updates for Chile, Colombia, and Ecuador, Tax and Estate Planning for Central American Clients with US heirs, A comparison of Domestic and Foreign PTCs, including US Tax Pitfalls to Avoid, a Special Look at Different options for Trusts and Holding Companies as well as Breakout sessions on the use of Life Insurance Products for International Private Clients and How to Prepare a W-8BEN-E.