North Coast Executive Consulting

CANCELLED: Crossing Borders: Int'l Estate Plng and Compliance Fundamentals sprd by Jewish Federation

Date: Tuesday, December 14, 2010
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Avenue
Speaker: Michael A. Spielman, TEP, CPA, LL.M., JD, MBA


LOCATION:       The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)

About the program…
In this timely presentation, Michael Spielman, a nationally-recognized commentator and adviser, will discuss the fundamental international tax planning and compliance issues that regularly surface with clients whose business interests or personal lives move them into and out of the United States and its taxing authority. As corporations grow globally and supply chains link the United States to all corners of the globe, more individuals are entering or leaving the United States to live, work and raise families. Individuals who split time living in the United States and another country, foreign individuals who relocate to the United States to work for an extended period, dual citizens and even individuals who have never set foot in the United States may be subject to all or a portion of the provisions of the Internal Revenue Code.   This presentation will discuss what it means to be a United States tax resident or nonresident, and the myriad effects that these designations have on an individual’s United States income, estate, gift and generation-skipping transfer tax profile. 
About the speaker…
Michael A. Spielman, TEP, CPA, LL.M., JD, MBA, leads Ernst & Young LLP’s Individual Global Tax Planning practice. Michael’s responsibilities include serving as the firm’s principal originator of advice on US cross-border individual tax planning matters. Based in Washington, DC, the practice advises business-connected individuals, multi-national families, and their affiliated entities on expatriation, pre-immigration planning, the taxation and structuring of foreign trusts and civil law foundations, inbound and outbound investment structuring, the application of the PFIC and Subpart F provisions, cross-border wealth transfer, domestic estate and gift tax planning, and offshore information reporting and compliance. Michael is the author of US International Estate Planning (WG&L Thomson Reuters), a leading treatise for tax advisors on cross-border income and transfer tax planning for US residents and nonresidents with US ties and chairs the International Tax Planning Committee of the American Bar Association Section of Real Property, Trust and Estate Law. He received his A.B. in Political Science from Washington University in St. Louis, his MBA, Beta Gamma Sigma, JD, magna cum laude, and Order of the Coif from Case Western Reserve University, and his LL.M. in taxation from New York University School of Law.
Jennifer A. Savage, Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $20 for members when paid in advance before noon 12/13/10.   Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 12/13/10 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs and CPAs that feel the program satisfies their continuing education requirements.

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