This article uses two case studies based on actual client situations to illustrate how irrevocable trusts are ...
Leticia Balcazar
Partner
Contact Information
Office Information
3455 S Nogales Street, Suite 120 West Covina
California 91792
United States
Phone Number
+15626650512
Details
Practice Areas
Corporate Transactions, International Investments, International Tax Law, Private Wealth Management & Estate Planning
Leticia Balcazar, J.D., LL.M., is a seasoned attorney specializing in International Tax Law. With over two decades of experience, Leticia is known for her expertise in navigating intricate international tax regulations, especially in cross-border private financing that offers foreign lenders tax-free US source interest. Her insights and expertise have earned her recognition in esteemed publications such as Bloomberg Law.
Leticia provides tax and legal guidance to international investors, particularly from China, Taiwan, Hong Kong, and the Philippines. Her services include cross-border tax and business consulting, expatriate and pre-immigration planning, and both domestic and cross-border wealth and trust planning, all designed to maximize her client’s financial potential.
Leticia began her legal career at Deloitte Tax in Los Angeles, specializing in international tax for high-net-worth individuals and major corporations and partnerships. At the Law Firm of Robie & Matthai in Los Angeles, she specialized in Legal and Accounting Malpractice and Business Litigation. At RSM McGladrey, Inc. in Pasadena, she refined her experience in domestic and cross-border wealth planning for high-net-worth families. Prior to starting her legal career, Leticia lived in Spain while serving as an Air Traffic Controller in the US Air Force.
When she’s not working, Leticia finds peace and rejuvenation in cherished moments with her family as well as working out and attending live music events. As an avid swimmer and hiker, she understands the value of a healthy lifestyle. Her diverse taste in music, ranging from the Ezra Collection, Rosalia, Chief Xian aTunde Adjuah to Natalia Laforcade, reflects her open-mindedness and appreciation for different cultures.
Tax planning to immigrate to the United States should commence before a foreign person applies for U.S. lawful permanent resident status (a green card).In early March 2020, my long-term client, Pei-Pei, called me with a concern about a bank loan she had personally guaranteed. Pei-Pei owns a successful and fast growing staffing...Foreign nationals have several options in choosing which business entity will provide the most advantages. However, not all structures are...
About
Leticia Balcazar, J.D., LL.M., is a seasoned attorney specializing in International Tax Law. With over two decades of experience, Leticia is known for her expertise in navigating intricate international tax regulations, especially in cross-border private financing that offers foreign lenders tax-free US source interest. Her insights and expertise have earned her recognition in esteemed publications such as Bloomberg Law.
Leticia provides tax and legal guidance to international investors, particularly from China, Taiwan, Hong Kong, and the Philippines. Her services include cross-border tax and business consulting, expatriate and pre-immigration planning, and both domestic and cross-border wealth and trust planning, all designed to maximize her client’s financial potential.
Leticia began her legal career at Deloitte Tax in Los Angeles, specializing in international tax for high-net-worth individuals and major corporations and partnerships. At the Law Firm of Robie & Matthai in Los Angeles, she specialized in Legal and Accounting Malpractice and Business Litigation. At RSM McGladrey, Inc. in Pasadena, she refined her experience in domestic and cross-border wealth planning for high-net-worth families. Prior to starting her legal career, Leticia lived in Spain while serving as an Air Traffic Controller in the US Air Force.
When she’s not working, Leticia finds peace and rejuvenation in cherished moments with her family as well as working out and attending live music events. As an avid swimmer and hiker, she understands the value of a healthy lifestyle. Her diverse taste in music, ranging from the Ezra Collection, Rosalia, Chief Xian aTunde Adjuah to Natalia Laforcade, reflects her open-mindedness and appreciation for different cultures.
Insights
This article uses two case studies based on actual client situations to illustrate how irrevocable trusts are ...Tax planning to immigrate to the United States should commence before a foreign person applies for U.S. lawful permanent resident status (a green card).In early March 2020, my long-term client, Pei-Pei, called me with a concern about a bank loan she had personally guaranteed. Pei-Pei owns a successful and fast growing staffing...Foreign nationals have several options in choosing which business entity will provide the most advantages. However, not all structures are...