1

STEP MIAMI 7TH ANNUAL SUMMIT

FRIDAY MAY 20, 2016

Sponsor of the STEP Miami 2016

Summit Book

Register at http://conta.cc/1VjHUHD

8:00am to 9:00am Registration and Breakfast

Sponsored by NY Private Trust Co.

9:00am to 9:15am Opening Remarks Erika G. Litvak, Greenberg Traurig PA, STEP Miami Chair Armando Hernández, Platinum Sponsor, Hernandez & Company

9:15am to 10:15am Automatic Exchange of Information / CRS

Peter Cotorceanu, Anaford AG, Switzerland

10:15am to 11:15am Alternative Citizenship and Residency Programs

Jon Green, Henley and Partners, Vancouver, Canada

11:15am to 11:30am Morning Coffee BreakSponsored by CTC

11:30am to 12:30pm Selected US International Tax Updates that Every US International Tax Advisor Should KnowLeslie Share, Packman Neuwahl & Rosenberg, Florida

12:30pm to 1:15pm Lunch Sponsored by Lombard

1:15pm to 1:45pm Networking and Dessert Break Sponsored by JTC

FRIDAY MAY 20, 2016 CONRAD MIAMI HOTEL, 1395 BRICKELL AVENUE, MIAMI, FL 33131

1:45pm to 3:00pm Country Panel on Latin American Amnesty Programs and Related ConsiderationsBrazil: Alessandro Amadeu de Fonseca, Mattos FilhoChile: Maria Teresa Cremaschi, Barros & ErrazurizColombia: Mauricio Piñeros, Gomez Pinzon Zuleta Mexico: Victor Manuel Barajas, Basham, Ringe y Correa, S.C.

3:00pm to 4:00pmPanama’s Position vis-à-vis CRS: Presentation by a Panamanian Government Representative Maruquel Pabón, Panama Government Official

4:00pm to 4:15pm Afternoon Coffee BreakSponsored by AXA Distributors

4:15pm to 5:30pmAfter CRS and Panama Papers: Where is The Industry Heading To?Tomas Alonso, Amicorp Services Ltd, Miami, FloridaSteven Cantor, Cantor & Webb, Miami, FloridaAdditional speaker TBD

5:30pm to 7:00pm Cocktail Party6.00m

AGENDA

MIAMI 7TH ANNUAL SUMMIT

Sponsors include

REGISTRATION FEES:

STEP Members USD 325.00

Non-Members USD 550.00

Qualified Students* USD 175.00

Contact:Laura Obregon, STEP Miamistepmiami@gmail.com

*LLM Students - Limit 10 Students

Secure your place at http://conta.cc/1VjHUHD