Venable will sponsor the 60th Annual Hawaii Tax Institute Conference on November 5-9, 2023, with Venable partners set to speak.
Venable partner Becca Chappell is set to speak on Wednesday, November 8, on “Tax Opportunities for U.S. Individuals (or Entities) Moving to Puerto Rico.” This session will analyze tax planning considerations in connection with a relocation to Puerto Rico, focusing on U.S. federal and Puerto Rican tax residency requirements, applicable personal and corporate tax incentives under Puerto Rico Act 60 legislation, and potential U.S. federal income tax benefits (including the IRC Section 933 exemption for Puerto Rican source income).
Venable counsel Nikki Kerman is set to speak on Wednesday, November 8, on “Comparing the Various Charitable Trusts in Wealth Transfer Planning.” This session will discuss the full array of charitable trusts, including but not limited to CLATs, CLUTs, CRATs, and CRUTs, including how they work, the differences between them, when to use them, the tax implications of each, and what to do if something goes wrong.
The Hawaii Tax Institute conference is one of the nation’s premier tax and wealth transfer conferences. The conference welcomes practitioners interested in keeping abreast of the latest developments in tax and wealth transfer education. This year’s program provides unparalleled education and professional development opportunities delivered by a diverse and distinguished faculty of recognized tax and wealth transfer authorities with a positive approach to current and practical subjects. The Hawaii Tax Institute offers a wide array of social intermissions and networking opportunities for all attendees, speakers, and sponsors.