Crossing Borders and Nerding Out: Reflections from the IR Global – London 25 Conference

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Schwartz International Welcomes Tamara Schwartz to Lead Strategic Growth

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Congratulations to Qulanda R. Smith on Her Promotion to Chief Operating Officer

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More Than Tax: Why Compassion Matters in International Work

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Crossing Borders and Nerding Out: Reflections from the IR Global – London 25 Conference

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Crossing Borders and Nerding Out: Reflections from the IR Global – London 25 Conference November in London wasn’t just about cozy pubs and brisk Thames walks — it was where the brightest minds in global advisory convened for the IR Global – London 25 Conference on November 20–21, 2025. Hosted at the iconic Kimpton Fitzroy […]

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Insight Securities

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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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CPAmerica 2021 International Group Meeting

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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

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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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Cryptocurrency Now Being Accepted by the International Tax Nerds

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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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Schwartz International in the Infield and Outfield

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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 Policy Changes Related to Delinquent International Information Returns

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

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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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Last Round of ITINs Set to Expire December 31, 2020

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The last round of Individual Taxpayer Identification Numbers (ITINs) based on the middle digits are set to expire on December 31, 2020. Learn more about who should renew and how to renew ITINs by reading the IRS’ press release issued August 17, 2020 here. As a reminder, our firm’s office manager, Qulanda Moore is a

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AAA-CPA 2020 Annual Meeting

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Great things are happening at the 2020 annual meeting of the American Academy of Attorney-CPAs. We would like to wish our very own Marc Schwartz congratulations as he is being installed as an officer of the group. Marc is lucky and honored to continue his role in the AAA-CPA’s Executive Committee, now serving as the

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