Conference
Strategic relocation: Tax and residency planning in a changing world
Are you or your clients exploring residency or relocation options within the U.S. or abroad?
Individuals may contemplate a move or transition to another state or country for numerous reasons — improved quality of life, reduced cost of business or decreased state taxes. Moving, however, comes with complex decisions.
Join us to discuss the latest wealth and tax policy proposals and other trends in the U.S. that are resulting in increased interest in residency transition within the U.S. and abroad. Baker Tilly’s Chris Parker and Alan Goldenberg will touch on when is the right time to start planning for a domestic transition and how we integrate estate, gift and tax planning into the process. Henley & Partner’s Isabel Quintero and Baker Tilly’s Art Dichter will lend their expertise to the conversation from the international lens, discussing global mobility and pre-immigration tax strategies.
Arthur Dichter, JD, LLM, Principal
Art has more than 30 years of experience assisting international private clients in planning and compliance for foreign trusts, cross-border estates, pre-immigration strategies, investments in U.S. real estate, and U.S. tax compliance matters. His areas of focus include foreign trusts, gift and estate tax compliance, international private clients, international wealth planning, investments in U.S. property and assets, IRS disclosure programs, and more. Art serves a diverse client base as a leader in domestic and international private wealth planning.
Alan Goldenberg, JD, MBA, LLM, Principal
Alan Goldenberg is a principal at Baker Tilly with more than 20 years of experience in tax, accounting, and law matters such as representing taxpayers before the IRS and state and local tax authorities. His specialties include state and local taxation, income, franchise and excise taxes, tax research and drafting documentation, unclaimed property, nexus evaluation, employee and independent contractor determination, and tax amnesty and voluntary disclosure. Alan focuses on helping clients mitigate their tax liabilities and exposure. He offers guidance throughout the full lifecycle of tax controversy matters from initial response through final resolution and helps address initial audit inquiries and disputes along with orchestrating any administrative protests. Alan also has experience in tax planning for the full spectrum of corporate and pass-through entities, as well as for individuals.
Chris Parker, Principal
Chris Parker is a principal who began his tax career at California’s Franchise Tax Board in 2004 and joined the firm in 2015. Chris works with executives, business owners, and individuals on matters including wealth transfer, compensation, residency, and planning opportunities. Chris resolved the first matter for the firm to ever go before California’s Office of Tax Appeals, which provided substantial benefits to the clients. Chris works with business and individual clients at every level of administrative controversy.
Isabel Quintero, Managing director, private clients
Isabel Quintero is a managing director, private clients at Henley & Partners, based in Miami. She leads the private client advisory teams across Florida and Colombia. Isabel specializes in residence and citizenship planning for high-net-worth individuals, their families, and advisors throughout the Americas. With a consultative approach and deep industry knowledge, she guides clients through complex global mobility strategies tailored to their wealth planning and lifestyle objectives.
Moderator: Stephen Moore, Managing director
Stephen Moore is a managing director with Baker Tilly. He has more than 30 years of experience in professional services, high technology and manufacturing companies, ranging from small organizations to Fortune 100 companies. As an executive leader, he has a proven history of developing and implementing effective business strategies, establishing achievable stretch operating plans, and motivating cross-functional teams to deliver exceptional results.
