Kirsten Burmester Analyzes U.S. Tax System for High-Net-Worth Individuals at ABA May Tax Meeting

High-net-worth individuals and families continue to pursue U.S. residency, making sophisticated pre-immigration tax planning increasingly essential for protecting global wealth and minimizing unexpected U.S. tax exposure. This panel will present a comprehensive overview of key U.S. federal income and transfer tax considerations for those preparing to immigrate, along with practical strategies for evaluating existing structures, reducing risks of double taxation, and identifying planning opportunities while avoiding common pitfalls.