Dear friends and clients, we invite you to consult our webinar “INVESTMENT MODELS FOR ASSET, FAMILY AND BUSINESS PLANNING IN THE US” which broadcast on Thursday, November 19, 2020 at 3:00 PM via Zoom. This time we had Forrest H. Reed from AARCO IFS, LLC as our guest speaker. Also Juan Pablo Vallejo of MABE International Advisors Inc. made a presentation on accounting and tax aspects to plan your financial, professional, business future to make succession and asset protection more efficient in a strategic way.
We talk about:
- The possibility that in 2021 the inheritance tax will come into effect in Mexico and some alternatives to diversify and protect your assets in other countries such as the US.
- Important tax aspects to consider in the estate succession for foreigners in the US.
- Options to minimize the tax impact for inheritances (business and patrimonial succession).
- Investment Models to maximize the distribution of strategic Patrimonial assets.
- Plan the future distribution of your wealth to maximize and consider all the edges that make up your personal, family and business situation.
- Discover the Areas of Opportunity and establish alternative solutions and their financing.
- How can you plan the future of a business and family assets?
- Business Succession, What do I want to do with my business? How do I want to do it? What do I want to do it with?
- Solutions that MABE International Advisors and AARCO IFS can offer you together for your planning.
- Plan not to fail and not to fail to plan.
SPEAKER
CP Rodolfo Maya is an IRS Registered Agent for Federal Tax Preparation in the US,
Certified Public Accountant in Mexico,
Founding Partner of the Mayan Contadores Public Accountants Firm in Mexico and MABE International Advisors in the US.
The CPA Rodolfo Maya has lived in Houston for more than 15 years and constantly travels to Mexico and other Latin American countries to advise entrepreneurs who wish to make investments in the US from an accounting and tax point of view.
He is a frequent speaker for the Texas State office in Mexico on business and tax matters under the Governor of Texas economic development program.
Graduated from Public Accountant at ITESM in 1992
Master of Finance and Master in Tax
Specialization in International Tax Duke University – ITAM
He has been a registered exhibitor in accounting and tax matters for the State of Texas under the Governor’s office for 7 years.
GUEST SPEAKER
- Forrest H. Reed, Author of the book “Analysis, Benefits and Applications of Corporate Trust Companies.”
- Since 1988 he has ventured into the financial services sector. A financial advisor with international experience, Forrest can provide assistance in resolving risks, taxes, investments, and wealth planning needs for high-level clients with an international focus, through the use of insurance products. Working closely with the financial advisor is the key to understanding the client, their problems and solutions.
COMPANY CHARACTERISTICS
- VIP international is a dynamic international insurance brokerage business offering an extensive list of life, disability, long-term care, annuity and pension plan options among the best insurers in the industry.
- Owners of Trusts and Policies review systems.
- Ability to assist in sales to high-income clients with an international focus, with an extensive curriculum of experience among the front-line team.
MABE International Advisors, Inc.
We are a business and financial advisory and tax accounting firm based in Houston, TX. With more than 25 years of experience, our goal is to support our national and international clients to achieve their financial, operational and accounting objectives. We offer a wide variety of tax planning services for both companies and individuals. Tax planning can save you time and money.
HOUSTON OFFICE
11511 Katy Fwy Suite # 640
Houston, TX 77079
Tel. +1-281-741-3691
Monday-Friday 9 AM 5 PM
MEXICO
Tampico, Tamps.
Loma Azul 207
Col. Lomas de Rosales
Tampico, Tamps., México
Tel.: +52 (833) 217.85.00 al 02
Querétaro, Qro.
Rufino Tamayo No. 7-101
Fracc. Pueblo Nuevo
Corregidora
Querétaro, Qro., México
Tel: +52 (442) 225.32.71
Monterrey, NL
Dr. Jose Luna Ayala #204 1er. piso
Col. San Jerónimo
Monterrey, Nuevo León, México
Tel: +52 (81) 2317.48.80
