Author name: Marc Schwartz

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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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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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Beach condos

CPAmerica 2021 International Group Meeting

Our international tax nerd in-chief was invited to speak at the CPAmerica 2021 International Group Meeting. This is the second time Marc has participated as a speaker at the Ft. Lauderdale conference. Attendees included CPAmerica member firms across the US and Crowe member firms from countries including Argentina, Germany, The Netherlands, Singapore and the UK, …

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Cryptocurrency 101 Presentation at the 2021 AAA-CPA Annual Meeting

Our International Tax Nerd In-Chief gave a presentation on Cryptocurrency on November 4th to the American Academy of Attorney-CPAs at its 2021 Fall Conference in San Antonio, Texas. Titled Cryptocurrency 101: The basics everyone should know, Marc’s presentation focused on the building blocks including: What is Cryptocurrency How it gets its value How blockchain technology …

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Bitcoin representation on top of laptop keyboard

Cryptocurrency Now Being Accepted by the International Tax Nerds

The International Tax Nerds are excited to announce that we are now accepting payment in cryptocurrency. Many of our clients work in the industry and are investors, and as a result we have strong experience in the related domestic and cross-border tax issues. Our International Tax Nerd in Chief, Marc, long ago took both a professional and personal …

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Softball shirt with various company sponsorship logos

Schwartz International in the Infield and Outfield

As we transition into Spring, some of the International Tax Nerds have found a great outlet for this busy tax season. The budding community of Serenbe has a recreational softball league, and Schwartz International is proud to be one of its sponsors and participants. The primary goals are simply not getting injured ( ???? ) …

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IRS tax forms stamped with "OVERDUE" in red ink

IRS Policy Changes Related to Delinquent International Information Returns

The IRS changed its policy related to filing late international information returns. On November 5, 2020 many practitioners were surprised to see the former Delinquent International Information Return Submission Procedures webpage had changed significantly. [Compare the new site – versus the version in effect March 13, 2020]. Prior, qualifying taxpayers would include a Reasonable Cause …

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Virtual conference with lots of diverse businesspeople

Marc Schwartz & Paul Tadros present at the 2020 Virtual Estate Planning Conference (NYC)

Marc Schwartz and Paul Tadros missed out on what would have been a fun trip to New York City due to COVID-19 and instead participated in the September 16, 2020 virtual EPCNYC Estate Planners Day conference from the comfort of their home offices. EPCNYC (Estate Planning Council of New York City, Inc.) brings together the …

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