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U.S. Tax Planning With Global Clients

(436 reviews)

Produced on December 13, 2018

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Course Information

Time 1h 33m
Difficulty Advanced
Topics covered in this course: Tax International

Course Description

Join Lucy Lee and James Maynor of Greenberg Traurig LLP for a discussion of U.S. Tax Planning with Global Clients. Domestic tax planning for global clients is especially important in the current era of “global citizenship” which includes increased globalization of business and investment activities. As a result, income and estate planning on a global level is more crucial than ever. However, the U.S. tax system is a comprised of a complex system of reporting obligations, especially on a global basis. This program will walk you through all the rules you need to know and give you the skills you need to execute the most effective strategies for your clients.

Learning Objectives:

  1. Examine U.S. taxation laws and their differences from other other countries
  2. Discuss the significant penalties imposed for compliance errors
  3. Review how to execute income and estate planning on a global level
  4. Develop the most effective strategy for your global client

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Lucy Lee

HS Manufacturing Group

Lucy S. Lee focuses her practice on international tax and estate planning for high-net-worth and global individuals and families. Lucy represents clients on sophisticated matters, including structuring of inbound and outbound businesses and investments, wealth management structures, estate and succession planning (including domestic and foreign trusts), structuring of family offices, pre-immigration tax and expatriation planning, and U.S. tax compliance in the cross-border context. Lucy also represents taxpayers in audits and controversies with the Internal Revenue Service and with foreign tax authorities under Mutual Agreement Procedures.

In addition to working with individuals and families, Lucy advises global funds and foreign financial institutions on U.S. tax compliance and reporting obligations, including FATCA and CRS. She works with entrepreneurs and their businesses in improving financial efficiency through proactive planning and management of tax attributes (including managing anti-deferral regimes, foreign tax credits, taxable nexus, and bilateral tax treaties), and develops risk management programs to avoid unrecoverable tax costs.

James Maynor, Jr.

Greenberg Traurig

James M. Maynor, Jr. counsels high-net-worth individuals regarding international income and estate tax planning, including structuring inbound and outbound investments, pre-immigration and pre-expatriation tax planning, and structuring family offices. James also advises individuals on U.S. tax compliance in the international context, including with regard to FATCA and CRS, and represents taxpayers before the Internal Revenue Service in audits and controversies. Additionally, James advises public corporations and privately-held businesses regarding the tax consequences of domestic and cross-border joint ventures, mergers, acquisitions, and divestitures. James also represents debtors and creditors with respect to the tax consequences of capital restructurings by financially-distressed companies.


Catherine H.

thanks for the presentation, a lot of good information and substantive slides for reference, thanks again

Andrew S.

Thorough and well-planned; could have been a 2-hr presentation.

George D.


Marc S.

Very clear! Excellent

William P.

Very thorough

Robert Z C.

Exactly what I was looking for in advising out-of-country clients.

Susan C.

Good information.

Christopher R.

Materials were very helpful for this course.

John L.

Both of these instructors explained the various aspects of global tax planning in a clear, concise way. They are outstanding!

Shena D.

Excellent presenters and knowledgeable about the nuisances of the tax code and how it relates to tax planning.

christopher r.

These people were very good in a difficult area.

Jonathan B.

Great Instructors.

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