August 23, 2012
Roberts to Speak at the Institute for Private Investors Fall Forum
The Institute for Private Investors, IPI, is the preeminent global membership network for families of substantial wealth. IPI members participate in a full range of investment and wealth management education featuring distinguished experts
October 05, 2012
WTAS Philadelphia Tax Update Session 2012
WTAS Philadelphia, along with special guestTaxperience, will be presenting a tax update session, free of charge. This program will cover a variety of updates in the areas of U.S. and international tax,
October 11, 2012
Schneidman to Speak at NYU Institute on Federal Taxation
WTAS Managing Director, Len Schneidman will present at the NYU Institute on Federal Taxation, From Uncle Sam with Love: Treaty Benefits in Inbound Tax Planning.
Len is a frequent speaker, presenting annually
February 11, 2013
Bernard to Speak at TMANE Annual Conference
Andrew Bernard will speak during the treasury track at the Treasury Management Association of New England’s 28th Annual Sources of Education Conference, May 15th at the Boston Marriott-Copley Place.
June 14, 2013
IRS Rules Mexican Fideicomiso is Not a Trust: No Form 3520-A/Form 3520 Reporting
IRS rules that Mexican Fideicomiso (Mexican Land Trust Arrangement or MLT) is not a trust for U.S. income tax purposes. No Form 3520A or Form 3520 filing requirement.
The Mexican Federal Constitution (Mexican
June 26, 2013
NTO Roadshow: Chicago – “Tax Issues Affecting You”
Members of the WTAS National Tax Office including, Andrew Bernard, Chuck Chubb, Tom Cryan, Ellen MacNeil and Dennis Minich will be presenting at a Roundtable Discussion hosted by the WTAS Chicago office. The
September 24, 2013
WTAS Presents: 2013 Corporate Tax and Legislative Update
Members of the WTAS National Tax Office including, Andrew Bernard, Chuck Chubb, Kurt Heinrichson and Ellen MacNeil will be presenting at a 2013 Corporate Tax and Legislative Update hosted by the WTAS Los
October 31, 2013
Mike Valdes Joins WTAS New York as Managing Director
WTAS is proud to announce the addition of Mike Valdes as a Managing Director in New York.
Valdes is an internationally recognized specialist in U.S. and international tax planning, particularly with respect
March 17, 2014
WTAS to Host a Latin America & U.S. Tax Update
WTAS, in collaboration with the Mexican Chamber of Commerce is holding, LatAm & U.S. Tax Update today at the Times Square Hyatt Hotel. The conference begins at 2:00PM EST, followed by
April 08, 2014
Schneidman to Take Part in Private Investment Funds Tax Master Class
Financial Research Associates provides the financial community with access to business information and networking opportunities. Offering highly targeted conferences, FRA is a preferred resource for executives and managers seeking cutting-edge information on the