Shutts & Bowen LLP Miami partner Ricardo J. Souto, Chair of the Tax & International Law Practice Group, recently co-presented at a Professional Advisors Council meeting held by the Coral Gables Community Foundation.
The presentation titled, “Beyond Borders: Strategic U.S. Estate & Gift Tax Planning for Foreigners,” explored the complex intersection of U.S. estate and gift tax rules as they apply to nonresident aliens.
Now in its 34th year, the Coral Gables Community Foundation inspires impactful philanthropy through charitable funds and programs using local knowledge, expertise, and trusted relationships. The Professional Advisors Council is comprised of industry leaders in accounting, estate planning and wealth management who work to create personalized giving strategies that reflect clients’ values and goals. To learn more, click here.
About Ricardo J. Souto
Ricardo J. Souto is a partner in the Miami office of Shutts & Bowen LLP, where he practices taxation, estate planning and corporate planning and is Chair of the Tax & International Law Practice Group. Ricardo regularly represents and advises foreign clients on their investments in the United States and related U.S. income tax and estate planning matters. He represents numerous domestic clients in matters involving corporate mergers and acquisitions, income tax planning, and corporate structuring. He also advises clients on federal tax planning as well as state and local tax issues.