“From Take Off to Touch Down – A Comprehensive Look at Inbound Investments into U.S. Markets,” Heckerling Institute on Estate Planning
January 12, 2023
Orlando World Center Marriott Resort
On January 12, Day Pitney Private Client Partner Dina Kapur Sanna will be speaking at the 57th Annual Heckerling Institute on Estate Planning on a panel titled, “From Take Off to Touch Down – A Comprehensive Look at Inbound Investments into U.S. Markets.” This panel discussion will take a comprehensive look at common inbound investments structures. Beyond mere U.S. estate and income taxation, non-U.S. persons investing into U.S. markets must confront withholding tax considerations, the application of bilateral tax treaties, planning for a step-up in U.S. income tax basis and a variety of disclosure and reporting issues.
The event is taking place January 9 -13 at the Orlando World Center Marriott Resort.
The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 57th Heckerling Institute covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.
For more information, or to register, click here.