International Families, Gifts & Inheritances with a U.S. Touchpoint
Join Alicia Castellanos of Global Taxes LLC as she will walk through the key tax and compliance considerations that arise when large wealth transfers cross borders.
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In this webinar, GFP Institute member Alicia Castellanos of Global Taxes LLC will walk through the key tax and compliance considerations that arise when large wealth transfers cross borders — helping advisors and their clients navigate the intersection of US and foreign gift and inheritance rules.
Some of the relevant issues that will be addressed include:
- US tax treatment of foreign gifts and bequests received by US persons
- IRS reporting obligations for US recipients of foreign gifts and inheritances (including Form 3520)
- Practical coordination between onshore and offshore advisors when wealth transfers span multiple jurisdictions
- Common compliance pitfalls and how to avoid them
We hope you can join us!
Presenters
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Alicea Castellanos is the CEO and Founder of Global Taxes LLC. Alicea provides personalized U.S. tax advisory and compliance services to high-net-worth families and their advisors.
Alicea has more than 20 years of experience. Prior to forming Global Taxes, Alicea founded and oversaw operations at a boutique tax firm, worked at a prestigious global law firm and CPA firm.
Alicea specializes in U.S. tax planning and compliance for non-U.S. families with global wealth and asset protection structures which include non-U.S. trusts, estates and foundations that have a U.S. connection.
Alicea also specializes in foreign investment in U.S. real estate property, and other U.S. assets, pre-immigration tax planning, U.S. expatriation matters, U.S. persons in receipt of foreign gifts and inheritances, foreign accounts and assets compliance, offshore voluntary disclosures/tax amnesties, FATCA registration, and foreign companies wanting to do business in the U.S.
Alicea is fluent in Spanish and has a working knowledge of Portuguese.
Alicea is an active member of the Society of Trusts & Estates Practitioners (STEP), the New York State Society of Certified Public Accountants (NYSSCPAs), the American Institute of Certified Public Accountants (AICPA), the International Fiscal Association (IFA), a member of Clarkson Hyde Global, a world-wide association of accountants, auditors, tax specialists and business advisors and the Global Referral Network (GRN).
Distinctly, in 2020, Alicea was awarded with a prestigious NYSSCPA Forty Under 40 Award. She was selected as someone that has notable skills and is visibly making a difference in the accounting profession.
In 2021 and 2022, Alicea was the Gold and Silver Winner, respectively, of Citywealth's Powerwomen Awards in the category USA - Woman of the Year - Business Growth (Boutique). In 2023, she continued her winning streak by receiving the Gold award for Company of the Year Female Leadership (Boutique) and the Silver award for Accountancy Firm of the Year at the Magic Circle Awards. Furthermore, Alicea has consistently secured her position in the Global Elite Directory for four consecutive years, being recognized as a Private Client Global Elite Advisor and is currently listed for 2024 as a Non-Legal Adviser. This exclusive directory annually highlights the world's elite lawyers and outstanding wealth advisors serving ultra-high net-worth clients.
International Families, Gifts & Inheritances with a U.S. Touchpoint
Join Alicia Castellanos of Global Taxes LLC as she will walk through the key tax and compliance considerations that arise when large wealth transfers cross borders.
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