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February 13: Luxembourg Tax Planning in the New ‘BEPS’ (Base Erosion and Profit Shifting) World
Economics

February 13: Luxembourg Tax Planning in the New ‘BEPS’ (Base Erosion and Profit Shifting) World

10.02.2014 From our online archive
This STEP lunch and learn presentation will focus on the impact of recent trends in the OECD, G20, and EU Anti-Tax Avoidance Initiatives on Luxembourg Tax Planning.

This STEP lunch and learn presentation will focus on the impact of recent trends in the OECD, G20, and EU Anti-Tax Avoidance Initiatives on Luxembourg Tax Planning.

Speaker James O'Neal brings hisexpertise as an American tax lawyer with over 11 years of international tax experience in Luxembourg and 14 years total to the podium.

James has advised Fortune 500 companies, start-ups, and institutional investors on a broad range of Luxembourg tax planning solutions including IP management, cross-border financing, M&A, and many restructuring projects.

Prior to joining AMMC, James was a Director of International Tax at a Big Four in Luxembourg. James has multiple published articles on Luxembourg tax aspects, and notably he was the chief author of IBFD’s Luxembourg Survey, Corporate Tax Section, from 2005 to 2013. James is a member of the Florida Bar and the ABA’s Tax Section.

He also serves as Treasurer of the American Chamber of Commerce in Luxembourg and is a member of both its Executive and Tax Committees. He holds the following degrees: LL.M. in Taxation, New York University, Law School (1999); J.D. with Honors, University of Florida, College of Law (1997); and B.A. University of Florida (1993).

This event is aimed at anyone workingin wealth planning and preservation, including, but not limited to, all estate and trust professionals, lawyers, accountants, trust officers, current STEP members, applicants and other providers of ancillary services.

STEP (The Society of Estate and Trust Practitioners) is a global trust and estate planning organisation dedicated to informing and educating estate planning and administration professionals. STEP has nearly 18,000 members in 80 jurisdictions and provides its worldwide members with international learning and a business network focusing on the responsible stewardship of assets today and across the generations. See www.step.org and www.stepbenelux.org

This event takes place at the Cercle Munster, 5-7, rue Munster, L-2160 Luxembourg-Grund 12 noon to 2pm.

Participation costs 50 euros per person.

To register, please email chris@stepbenelux.org.