Bilzin Sumberg’s International Tax Practice is hosting its 3rd Annual International Tax & Wealth Planning Conference November 7, 2019 in Miami, Florida.

This invite-only conference will highlight the latest developments in the ever changing international tax and wealth planning environment, including inbound financing structures with a focus on recent regulatory guidance and planning, U.S. federal tax and succession planning for non-U.S. persons investing in U.S. private equity investments, and estate planning consideration post-immigration


Thursday, November 7, 2019

2:00 PM – 2:30 PM
Registration and Networking

2:30 PM – 2:35 PM
Opening Remarks by Jeffrey L. Rubinger, Partner and Practice Group Leader in Bilzin Sumberg’s Tax Practice

2:35 PM – 3:30 PM
Session #1: Structuring Inbound and Financing for Funds and Businesses

Summary: Panelists will highlight the current state of inbound financing structures, focusing on the impact of recent guidance under Sections 163(j) and 267A, as well as creative financing techniques utilizing, for example, Irish “Section 110 companies”, low-tax Hungarian companies, and other structures for minimizing US income and withholding taxes on such investments.

Panelists: Ted Brooks, Managing Shareholder of Kawa Capital Management, Inc.; Summer Ayers LePree, Partner in Bilzin Sumberg’s Tax Practice; Jeffrey L. Rubinger, Partner and Practice Group Leader in Bilzin Sumberg’s Tax Practice.

3:45 PM – 4:45 PM
Session #2: US Federal Tax and Succession Planning for Non-US Persons Investing in US Private Equity Investments

Summary: This panel will discuss tax and practical planning considerations related to foreign investment in U.S. private equity. Topics covered will include choice of investment vehicle; U.S. federal income tax concerns during the lifetime of the foreign investor; and planning considerations for U.S. beneficiaries.

Panelists: Hal J. Webb, Head of Bilzin Sumberg’s International Private Client Services and Partner in the Firm’s Tax & Estate Planning Group; Jennifer Wioncek, Partner in Bilzin Sumberg’s Tax and Estate Planning Group; Paul J. D’Alessandro, Jr., Attorney in Bilzin Sumberg’s Tax and Estate Planning Group.

5:00 PM – 6:00 PM
Session #3: Estate Planning Considerations Post-Immigration

Summary: This panel will discuss estate planning considerations related to immigration, including: (1) immigrating to the U.S. with an optimal tax and wealth transfer structure; (2) domestic tax and estate planning considerations once a person becomes a U.S. resident; and (3) how to maintain an offshore structure while incorporating domestic issues.

Panelists: Patrick J. Lannon Partner at Bilzin Sumberg’s Tax & Private Wealth Services Group;  Stephanie A. Diaz, Attorney in Bilzin Sumberg’s Tax and Estate Planning Group.

6:30 PM – 8:30 PM
Networking Reception


This event is by invite only. If you are interested in attending, please email