Navigating US Stock Ownership (by Coba.ai): Strategies for MX Co-founders and Employees
Description:
Explore the multifaceted world of US stock ownership in an exclusive seminar designed for Mexican co-founders and employees. This session will delve into the financial, legal, and tax implications of holding equity or earning dividends from US companies. Our panel of industry experts will guide you through optimizing financial efficiencies, navigating tax optimization strategies, and ensuring annual compliance to avoid liabilities.
Learn about the essential considerations for cross-border stock ownership, including regulatory requirements, portfolio management, and the impact of currency fluctuations.
Whether you're aiming to diversify your investment portfolio or seeking to provide stock options to your employees, join us to gain invaluable insights and tools for successful US stock ownership from a Mexican perspective.
**We will only be able to accommodate the first 60 attendees who arrive.**
Agenda:
8:30am: Check-in and Networking
9:00am: Panel Starts
9:40am: Q&A
9:45am: Networking Closure
Panelists:
Guillermo Villegas, CPC: Parter at Villegas & Villegas. Seasoned tax advisor specializing in cross-border tax planning for Mexican entrepreneurs and employees with stock options in the US.
Carlos Medellin: Co-founder at Coba, Financial advisor with expertise in cross-border transactions, equity holding and asset management.
David Raynor: Founder and principal at Accelerate Legal, a boutique corporate law firm in San Francisco that advises startups, investors and entrepreneurs in connection with cross-border venture capital transactions and M&A, with a focus on the Latin American tech ecosystem.
Sponsored by:
Coba.ai, a cross-border financial platform enabling seamless management of US-MX transactions
Villegas & Villegas, experts in cross-border tax advisory.
Accelerate Legal, a boutique corporate law firm in San Francisco that advises startups, investors and entrepreneurs in connection with cross-border venture capital transactions and M&A
Icalia Labs, a world-class software and AI services company operating in the US and Mexico.