A Highlight of Key Areas:
- Who is a U.S. person for estate tax and income tax
- General business considerations, including choice of entity, for US investment
- Holding structures and planning for U.S. investment, including foreign grantor trusts
- Updates including U.S. amnesty programs
- How to get a mortgage to invest in U.S. property
Mr Jared GarfieldAssociate Attorney
Hone Maxwell LLP
Whether it’s tax planning or tax controversy, Jared Garfield helps clients stay compliant with U.S. tax laws to avoid penalties & maximize their interests. As a law clerk at Hone Maxwell LLP, Jared supports the attorneys by researching tax law, determining how the law applies to the client’s circumstances & communicating that information to the attorneys & clients. While Jared is working toward his law degree at the University of San Diego School of Law, he already has extensive experience in business & finance. He worked as an individual retirement account specialist, assisting customers with managing their financings & developing techniques to de-escalate challenging situations. Jared previously worked as an intern at the Taxpayers’ Rights Advocates Office in San Diego on the Tax Appeals Assistance Program, where he conducted legal & factual research to help people with their California state tax appeals.
Mr Josh MaxwellManaging Partner
Hone Maxwell LLP
Josh Maxwell brings a unique blend of finance & law to his practice as a tax attorney, focusing on international tax law & controversy. An attorney & CPA with an extensive accounting & finance background, Josh helps clients navigate the underlying issues & transactions related to tax plans & has a winning record representing taxpayers before taxing authorities. Josh handles international tax & federal, state & local tax issues, particularly civil & criminal tax controversy defense. He advises clients on a variety of international tax issues including the Offshore Voluntary Disclosure Program (OVDP), the Foreign Account Tax Compliance Act (FATCA), treaties & IRS informational reporting. Josh’s experience in public accounting with a strong international focus & education as both a CPA & attorney allows him to understand the underlying issues & transactions when preparing tax plans or defending taxpayers in front of the taxing authorities.
Mr Robert ChadwickCo-Founder
Global Mortgage Group & America Mortgages
Robert has over 25 years of financial services and mortgage lending experience ranging from Founder and CEO of one of Hawaii’s earliest and largest real estate publications which after 13 years was sold to one of the nations largest publishers; Managed a wholesale lending division for Fremont Bank dealing directly with regional and national banks and brokers; Managed a wholesale lending division for Morgan Stanley’s Saxton Capital dealing directly with regional and national banks and brokers; Managed a retail lending team dealing directly with clients looking to purchase or refinance real estate both residential and commercial.
He is a serial entrepreneur having founded and invested in various companies in multiple industries. Robert co-founded Global Mortgage Group in 2018 and now America Mortgages, seeing a need for a truly globalized approach for real estate investors to obtain a mortgage in countries outside of their country of domicile and passport. Global Mortgage Group is Asia’s only U.S. mortgage broker.