International Taxation

Often, tax considerations influence our clients' decision to invest in or acquire assets in another country, including the United States. Whether tax or non-tax considerations are the focal point of our clients' decision-making process, proper tax planning and counseling are typically critical to their long-term success.

Bilzin Sumberg’s tax lawyers are recognized in CityWealth Magazine, Chambers USA, and Chambers High Net Worth (HNW), the first of its kind international resource for family offices and professional wealth advisors. They work closely with entities and high-net worth individuals in creating the most tax-efficient structures for both outbound investments into non-U.S. countries and inbound investments into the United States. Our outbound planning involves the minimization of local country taxation, the deferral of income earned outside of the United States, foreign tax credit planning, and the efficient repatriation of profits to the United States. Our inbound structuring involves the reduction or elimination of U.S. income taxes on U.S.-source passive income (including gain from the sale of U.S. real estate) and on income connected with a U.S. trade or business, and minimizing the risk of a non-U.S. taxpayer from being engaged in a U.S. trade or business.

Seated in one of the most international cities in the world, we are uniquely positioned to report on new and existing tax legislation and treaties that can impact the viability of foreign investment. We launched Taxes Without Borders as a resource for international companies, individual investors and their advisors, providing insight into maintaining the most efficient tax structures for their business.

The blog's Editor, Tax Partner Jeffrey L. Rubinger, dedicates his practice to counseling domestic and international entities and individuals in advanced international taxation issues.

EXPERIENCE

"All of the lawyers there are extremely creative. They can interpret the law and apply it to different situations, and they do a great job of involving the client and keeping them informed."

- Chambers USA 2014
EXPERIENCE
Advised $5 billion hedge fund on synthetic investment, through total return swap, in publicly-traded REIT to avoid withholding tax on distributions to fund’s foreign feeder.

Bilzin Sumberg attorneys are consistently listed in Citywealth Magazine's Leaders List in the "Leading Lawyer" and "Powerwomen" categories for their work in the private wealth management and private client industry.

INSIGHTS

On November 2nd and 3rd Bilzin Sumberg hosts its first annual International Tax & Wealth Planning Conference. The conference covers current topics such as U.S. income tax planning for bona fide residents of Puerto Rico, cross-border tax planning using Malta pension plans, the use of private trust companies in the U.S. and abroad, and pre-immigration planning for EB-5 investor visas and beyond.

Speaking Engagement November 03, 2017
Hal J. Webb speaks at Bilzin Sumberg's International Tax & Wealth Planning Conference. He discusses private trust companies and covers issues related to having a director who is both a U.S. person and a beneficiary of a trust for which the private trust company serves as trustee.

Chambers Global 2017 ranks Bilzin Sumberg among the top 20 law firms worldwide for International Private Client Services.

RELATED PEOPLE
Richard M. Goldstein

Richard M. Goldstein

Partner, Tax and Estate Planning Group Chair
Hal J. Webb
Chair of the International Tax In-Bound Committee of The Florida Bar Tax Section and a Director of the Miami Branch of STEP, Hal is a frequent author and lecturer on various topics of international tax and estate planning.

Hal J. Webb

Partner

Megan D. Ferris

Associate

Sarah B. Jacobson

Associate

Joshua Kaplan

Partner

Seth J. Mersky

Associate
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