News & Events
Contact
Charlene Yee
Send an email: consulting@rowbotham.com
Telephone: +1 (415) 433-1177
News
- Rowbotham & Company proudly announce that we have been appointed as the independent registered public accounting firm for Proxim Wireless.
- Tax-Aid President presented the appreciation award to Rowbotham & Company LLP. View Award
Events
Swiss-American Chamber of Commerce and Borel Private Bank & Trust present
Income and Estate Planning - A Cross Border Perspective
The speakers will cover new income and estate tax changes passed in December in addition to existing tax strategies for the multinational executive or investor.
Topics will include:
- Tax planning for foreign nationals with U.S. green card status
- Pre arrival tax strategies for executives relocating to the U.S.
- Pre departure strategies
- How to resolve conflicts between one’s immigration status vs. tax status
- Stock option planning
- Estate planning for families with U.S. citizens or U.S. residents
- Use of non US dynasty trusts
- Avoiding IRS penalties relating to foreign bank account disclosures
- Expatriation strategies for individuals considering giving up their U.S. residency (green card) or citizenship
Speakers:
Richard S. Kinyon, Senior Counsel, Morrison & Foerster LLP , San Francisco
Brian Rowbotham, founding partner of Rowbotham & Company LLP, San Francisco
Thursday, February 17, 2011
Registration: 5:30pm
Program: 6:00pm - 7:00pm
Borel Private Bank & Trust
160 Bovet Road, San Mateo, CA
Registration: http://sacc.fastmetrics.com/events/
SACC Members $15, Non-Members $20. Walk-ins (if space permits) $25
Complimentary appetizers & beverages will be served
