May 6, 2020

US – China Planning for High Net Worth Individuals

• May 6, 2020
• Event Date: May 6, 2020 Add to calendar
• Time: 12:30pm – 2:00pm
• Cost: Free
• Location: STEP Mid Atlantic Webinar

Paul Marcotte was a panelist for a seminar titled “US – China Planning for High Net Worth Individuals” on Wednesday, May 6, 2020. The event was organized by STEP Mid Atlantic.

This presentation focused on both tax and non-tax considerations for high net worth Chinese individuals that have business, investment or family connections with the U.S. The panelists reviewed pre-immigration strategies where high net worth Chinese individuals or family members wish to move to the U.S. or invest here. The impact of a Chinese national attaining resident status in the U.S. on various compliance/disclosure regimes were discussed as well as exit strategies when he/she intends to leave the U.S. Inbound business planning for Chinese businesses seeking to expand in the U.S. were reviewed. 

Paul Marcotte Chairs the firm’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups. 

The Society of Trust and Estate Practitioners (STEP) is the global professional association for practitioners who specialize in family inheritance and succession planning.