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1 STEP MIAMI 7TH ANNUAL SUMMIT FRIDAY MAY 20, 2016 Sponsor of the STEP Miami 2016 Summit Book Register at http://conta.cc/1VjHUHD

FRIDAY MAY 20, 2016 - STEP · Hernandez & Company ... Associates, Switzerland 10:15am to 11:15am Alternative Citizenship and Residency Programs Jon Green, ... FRIDAY MAY 20, 2016

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STEP MIAMI 7TH ANNUAL SUMMIT

FRIDAY MAY 20, 2016

Sponsor of the STEP Miami 2016

Summit Book

Register at http://conta.cc/1VjHUHD

8:00am to 9:00am Registration and Breakfast

Sponsored by NY P rivate Trust Co.

9:00am to 9:15am Opening Remarks Erika G. Litvak, Greenberg Traurig PA, STEP Miami Chair Armando Hernández, Platinum Sponsor, Hernandez & Company

9:15am to 10:15am Automatic Exchange of Information / CRS Peter Cotorceanu, GATCA & Trusts Compliance Associates, Switzerland

10:15am to 11:15am Alternative Citizenship and Residency ProgramsJon Green, Henley and Partners, Vancouver, Canada

11:15am to 11:30amMorning Coffee Break

Sponsored by CTC11:30am to 12:30pm Selected US International Tax Updates that

Every US International Tax Advisor Should KnowLeslie Share, Packman Neuwahl & Rosenberg, Florida

12:30pm to 1:15pm Lunch

Sponsored by Lombard

FRIDAY MAY 20, 2016 CONRAD MIAMI HOTEL, 1395 BRICKELL AVENUE, MIAMI, FL 33131

1:15pm to 1:45pm Networking and Dessert Break

Sponsored by JTC1:45pm to 3:00pm Country Panel on Latin American Amnesty

Programs and Related ConsiderationsBrazil: Alessandro Amadeu de Fonseca, Mattos FilhoChile: Maria Teresa Cremaschi, Barros & ErrazurizColombia: Mauricio Piñeros, Gomez Pinzon Zuleta Mexico: Victor Manuel Barajas, Basham, Ringe y Correa, S.C.

3:00pm to 4:00pm Panama’s Position vis-à-vis CRS: Presentation by a Panamanian Government Representative Maruquel Pabón, Panama Government Official

4:00pm to 4:15pm Afternoon Coffee Break

Sponsored by AXA4:15pm to 5:30pm After CRS and Panama Papers: Where is The

Industry Heading To?Tomas Alonso, Amicorp Services Ltd, Miami, FloridaSteven Cantor, Cantor & Webb, Miami, FloridaAdditional speaker TBD

5:30pm to 7:00pm Cocktail Party

6.00m

MIAMI 7TH ANNUAL SUMMIT: AGENDA

Sponsors include

REGISTRATION FEES:

STEP Members USD 325.00

Non-Members USD 500.00

Qualified Students* USD 150.00

Contact:

Laura Obregon, STEP Miami

[email protected]

*LLM Students - Limit 10 Students

Secure your place at http://conta.cc/1VjHUHD