TRUST AND ESTATE PLANNING

Aligning client’s wishes with tax strategy for a future transition of assets to heirs and other beneficiaries is critical to preserve and enhance clients’ wealth.

Understanding clients’ needs and planning to minimize their transfer and income tax burden will secure efficient succession planning.

A great variety of tax regimes across the globe – without the right advise - may severely impact multinational families. Monitoring and approaching the diverse tax regulations, preparing, approaching, and planning the transition are determinative for qualifying for tax benefits.

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Gilda Almeida Law, PLLC
1001 Brickell Bay Drive, Suite 2728
Miami, FL 33131
Tel: +1 305 -775-3349
gilda@gildaalmeida.com

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Featured

Transfer Pricing in Brazil: Towards Convergence with the OECD Standard

Spain’s Additional Wealth Tax on Taxpayers With $2.9 Million in Assets.

Spain’s Additional Wealth Tax on Taxpayers With $2.9 Million in Assets

How to Properly Land Foreign Gifts?

Will the U.S. Fully Implement OECD Tax?

Will the U.S. Fully Implement OECD Tax?

The Biden administration wanted to enact the “Build Back Better Act” (BBB). The goal was to be OECD-compliant on its 15% global corporate minimum tax and strengthen GILTI.

BBB never came to a vote in the Senate until last week.

On July 27, a deal was reached to scale down BBB – the “Inflation Reduction Act of 2022” (IRA).

IRA includes the 15% CMT but does not include any GILTI changes.

Senators Manchin and Schumer pondered not putting US corporations at a competitive disadvantage and damage the US economy.

Estate Planning Journal Thomson Reuters

Estate Planning for Global Families

Estate Planning Journal, Thomson Reuters

March 2021

International Tax Journal

International Tax Journal / Thomson Reuters, August 2019
Article: International Tax Arbitration: Global Tax Competition: Corporate vs. State

International Tax Journal

International Tax Journal / Thomson Reuters, March 2019 Article: International Tax Arbitration: Challenges and Opportunities

Estudos de Tributação Internacional

Estudos de Tributação Internacional, 2019 (International Taxation Studies) Co-author Editor: Lumen Juris ISBN: 978-85-519-1577-6