Month: August 2022

Audience watching a presentation at a conference

Insight Securities

Marc Schwartz Presents Non-US Investors Using US Entities to Hold Their Portfolios – InSight Securities Inc. International Tax Nerd-in-Chief Marc Schwartz greatly enjoyed the opportunity to participate in InSight Securities’ annual CE conference July 14 and 15 in sunny West Palm Beach, Florida. More than 100 investment and fund advisors and owners participated in educational …

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Queretaro – Crypto

International Tax Nerd In-Chief Marc Schwartz has personally gone down the cryptocurrency rabbit hole, and this has served him well as the firm’s international client base has also turned toward virtual currency. We continue to invest the resources necessary to ensure we are providing proactive advice in the ever-changing tax and regulatory landscape. As part …

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Diverse business team gathered around a conference table

2022 AAA-CPA Annual Meeting

International Tax Nerd-In-Chief, Marc Schwartz was pleased to spend time at the 2022 Annual Meeting and Education Conference of the American Academy of Attorney-Certified Public Accountants (AAA-CPA), held at the Loews Hotel in Philadelphia June 22nd-26th. Marc finished his term as Treasurer and is stepping down from the Executive Committee after three years of service. …

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Business people gathered to watch a presentation

2022 AG Exec Team Conf – Bahamas

Allinial Global Executive Team Discuss Firm Management & “Firm of the Future” at the 2022 Executive Team Conference in the Bahamas Our International Tax Nerd-In-Chief Marc Schwartz participated in Allinial Global’s 2022 Executive Team Conference in The Bahamas May 15th – 18th. The group discussions focused on firm management and “firm of the future” as …

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