Event Registration

Registration, Sign-in, and Breakfast 7:30am to 7:55am PDT

Welcome and Announcements 7:55am to 8:00am PDT

Navigating OBBBA: Recent Changes and Global Tax Implications 8:00am to 8:50am PDT

As OBBA-related developments continue to evolve, international tax professionals must stay ahead of emerging guidance and policy shifts. This session will examine the most significant updates, outline potential compliance risks, and discuss planning considerations for multinational businesses. Participants will leave with a clearer understanding of how OBBA changes intersect with broader international tax frameworks.

Break 8:50am to 9:00am PDT

Planning to Minimize Exit Tax 9:00am to 9:50am PDT

In this session, you will learn how to help clients renounce US citizenship or terminate their green cards while minimizing exposure to IRC Section 877A exit tax. The focus will be on avoiding expatriation, avoiding covered expatriate status, or reducing/eliminating exit tax in situations where covered expatriate status cannot be avoided. There is also a section on common problem areas and some ways to approach those issues. You’ll leave this session understanding key thresholds, timing considerations, and practical approaches to help clients exit the US cleanly.

Break 9:50am to 10:00am PDT

Panel - Leaving the U.S.: What Advisors Need to Know 10:00am to 10:50am PDT

As global mobility continues to evolve, more individuals and families are exploring what it means to live, work, or retire outside of the United States. This panel brings together experienced advisors to discuss key considerations when clients make the decision to leave the U.S.

Break 10:50am to 11:05am PDT

Lunch Break 11:55am to 12:50pm PDT

International Tax Law for High-Tech Companies 12:50pm to 1:40pm PDT

Learn about the latest developments in international tax law impacting high-tech companies operating across borders. Presented by WIlliam Skinner, who has been the lead tax counsel on numerous complex and high-stakes transactions, including M&A, internal restructurings, debt and equity financings, partnerships and licensing, and IP-related transactions.

Break 1:40pm to 1:55pm PDT

Foreign Earned Income Exclusion: A Refresher and Recent Updates 1:55pm to 2:45pm PDT

For clients living abroad, the Foreign Earned Income Exclusion can significantly impact overall tax liability. This session will provide a concise refresher on qualification requirements and computational rules, followed by a review of recent guidance and current enforcement trends. Attendees will gain practical insights to help navigate compliance challenges and avoid common errors when advising globally mobile clients.

Break 2:45pm to 2:55pm PDT

Navigating Tariffs in a Changing Global Landscape 2:55pm to 3:45pm PDT

Tariffs remain a key consideration in today’s evolving global trade environment, shaping how organizations operate, plan, and manage risk. As policies shift and global dynamics continue to change, staying informed is critical for professionals working with internationally engaged businesses. This session provides a high-level look at the current tariff landscape and the broader considerations impacting organizations today. Attendees will gain perspective on how tariffs intersect with business operations, compliance, and strategic decision-making, along with insights to help navigate ongoing change with greater confidence.

Break 3:45pm to 3:55pm PDT

International Estates and Trusts 3:55pm to 4:45pm PDT

This session will explore the complex compliance landscape surrounding international trusts and estates, with a focus on foreign trusts with U.S. beneficiaries and cross-border reporting obligations. Attendees will gain insight into international wealth transfer strategies and the evolving IRS enforcement environment. The discussion will also address generational wealth transfer considerations for globally mobile families navigating multi-jurisdictional tax frameworks.

Adjourn 4:45pm to 4:50pm PDT

Reception 4:50pm to 7:00pm PDT