Investing Abroad, Planning at Home

Description

A continuing education program of the Federation’s Professional Advisory Council

A cottage in Canada? An apartment in Israel? A partnership in Taiwan?

Owning property abroad can fulfill dreams and generate returns — but they also bring complex tax considerations that can impact wealth, estate planning, and compliance. Our presenters will cover key rules, common pitfalls, and strategic approaches. This session offers practical insights for advisors, real estate professionals, and owners. Presenters include:

• Caryn I. Friedman, JD, LLM, Principal, EY Private, International Private Client Services
• Kimberly E. Stein, JD, Partner, UB Greensfelder, LLP

Tuesday, February 24
Registration & light breakfast: 8:00 am
Program: 8:30 - 9:30 am

Jewish Federation of Cleveland
Jack, Joseph and Morton Mandel Building
25701 Science Park Drive, Beachwood

Light breakfast will be served
(kosher dietary laws observed)

Cost: $25 per person

CE and CLE applications pending with the CFP Board and the Supreme Court of Ohio. The Federation is registered with the Accountancy Board of Ohio.

Register Here:
https://www.eventbrite.com/e/investing-abroad-planning-at-home-tickets-1980413862173?aff=websiteevent

Kimberly E. Stein:
Clients benefit from Kim’s extensive experience in all aspects of trust and estate planning and administration. She advises individuals, fiduciaries, families, and business and charitable organizations on estate and retirement planning; income, transfer, and fiduciary tax matters; trust and estate administration; and the formation and ongoing compliance of charitable organizations. Kim also develops strategic tax planning solutions designed to reduce, defer, or eliminate transfer taxes in support of her clients’ estate planning goals. In recognition of her skill in handling complex trust and estate matters, Kim has been named to the Best Lawyers® list for Trusts and Estates and Tax Law.

Caryn I. Friedman:
Caryn Friedman is an EY Private Principal and founding professional of the U.S. Cross-Border Private Client Team. She advises high-net-worth individuals, family offices, and private companies on complex cross-border tax matters, including international income tax, inbound and outbound planning, pre-immigration and expatriation planning, foreign trusts, U.S. real estate investments, information reporting, and estate planning. Caryn has led sophisticated planning for global families and entrepreneurs, including billionaires, to mitigate U.S. tax exposure and optimize foreign tax credits. She is active in the ABA RPTE and Tax Sections, a published author on international tax topics, and holds a J.D. and an LL.M. in Taxation