1 / 6

Matthew Ledvina- Cross Border Tax Planning

Having worked at various firms, Ledvina has a broad understanding of cross border tax planning, as well as more specific knowledge on subjects such as multi-jurisdictional tax planning for families with US connections, trust and foundation structuring, family governance, the use of life insurance in sophisticated planning, and advising financial institutions as it relates to the US DOJ Swiss Bank Program.<br>https://twitter.com/matthew_ledvina

Matthewledvina
Download Presentation

Matthew Ledvina- Cross Border Tax Planning

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Matthew Ledvina- US Tax Adviser

  2. https://www.matthewledvina.com/

  3. Matthew Ledvina is a cross-border US tax adviser for Helm Advisors in Zurich and Geneva, and a partner in a leading Fintech company in London which focuses on asset- backed lending servicing the needs of family offices.

  4. Matthew Ledvina’s role at the Fintech company sees him working with brokers, family offices, funds, and private banks to roll out a secured lending platform. Prior to this, Ledvina worked for Baker McKenzie as a US tax advisor (a role he still fulfils at Helm Advisors today), providing cross-border advice to families with US connections.

  5. Matthew Ledvina was deeply involved in the US Department of Justice Swiss Bank Program – which is still ongoing – and took part in many of the cases in which clients of various banks within the program did not declare their assets that were based in Switzerland, Singapore, and elsewhere.

More Related