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Miami Chapter Local Luncheon Presentation
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When: December 12, 2017
11:00 AM - 2:00 PM
Where: KPMG
200 South Biscayne Blvd
5th Floor
Miami, Florida  33131
United States
Contact: Richard Winston

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 IFA USA Branch, Miami Chapter
Local Luncheon Presentation
Tuesday, December 12, 2017
11:00 a.m. – 2:00 p.m.
CLE/CPE Credits Available


200 South Biscayne Blvd,
Miami, Florida 33131



Miami Chapter
Regional Council

James H. Barrett
Baker & McKenzie LLP

Patricia A. Brown

University of Miami

School of Law

Alfonso J. Dulcey**


Lily Garcia-Roberto
Royal Caribbean Cruises Ltd.

Jose Leiman
PricewaterhouseCoopers LLP

Alfonso A. Pallete


Jeffrey L. Rubinger

Bilzin Sumberg LLP

William B. Sherman

Holland & Knight LLP

Steve A Stoffel


Richard L. Winston*

Winston Legal Group LLC


*IFA Regional Vice President

** YIN Chair

11:00 a.m. – 12:00 p.m.

Check-In and Networking Opportunity

12:00 p.m. 
– 1:00 p.m.

 The International Aspects of U.S. Tax Reform

The distinguished group of panelists will discuss the cross-border impact of tax reform on U.S. multinationals and pass-through businesses.

Topics include:

·         Mandatory repatriation;

·         Participation exemption on foreign income;

·         Foreign minimum tax;

·         Anti-base erosion measures;

·         Interest expense limitations;

·   Other important changes


John Gimigliano, KPMG, Principal-in-Charge, Federal Legislative and Regulatory Services, Washington National Tax – Washington D.C.

Mindy Herzfeld, Ivins Phillips & Barker – Washington D.C./Director, LLM International Tax Program, University of Florida. 

Taylor Kiessig, Eversheds Sutherland – Washington D.C.

 1:00 p.m. – 2:00 p.m.

 Recent U.S. Tax Developments Concerning International Spins

Over the last year, there have been generally favorable changes concerning the US taxation of international divisive reorganizations (referred to as “spins”), particularly in the area of north/south and “reverse Morris Trust” transactions.  This session will discuss how loans, contributions and distributions can impact a north/south analysis especially in the context of recent rulings. This session will also discuss how the recent rulings provide helpful guidance as to how the 2-year limitation on post spin mergers and sales can be successfully navigated.  Finally, the session will examine how the newly proposed US tax legislation can be expected to favorably impact international spins.


 James Barrett, Partner, Baker & McKenzie – Miami, Florida

Bobby Moore, Partner, Baker & McKenzie – Miami, Florida

Steve Hadjilogiou, Partner, Baker & McKenzie – Miami, Florida

Michael Bruno, Associate, Baker & McKenzieMiami, Florida




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