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Specialist Tax Adviser

Matthew Ledvina

Matthew Ledvina is a cross-border US tax adviser for Helm Advisors in Zurich and Geneva, and a partner in a  leading Fintech company in London which focuses on asset-backed lending servicing the needs of family offices.

Twitter

The Millionaire Migration: Switzerland, UAE, Israel, Singapore, and Australia are the big winners in the 2022 migration study. Worthy to note that these all good tax jurisdictions (not sure on Australia!) #switzerland #singapore #uae #swissbanking #privathttps://t.co/KgCl7Vpvkz
Two Deaths Just Before Trial and a Non-Prosecution Agreement. Billionaire Robert Brockman was charged by the US authorities in an enormous $2b tax evasion case, along with his US tax lawyer, Carlos Kepke. Another billionaire buddy… https://t.co/3GfMyWdQO9 https://t.co/jlwiW5U55I
The PPLI market prospects appear to be looking bright. With PPLI’s tax deferral benefits, and a presumed increase in taxation for most major countries, PPLI is one of the last refuges. In this report, they are predicting a 12.4% in… https://t.co/YM83MupQjv https://t.co/lFLeEeYDHZ

About Us

Qualifications

Matthew Ledvina is an experienced US tax adviser and consultant. Ledvina gained his Bachelor of Business Administration (BBA), specialising in Finance from Baylor University in Texas, USA; he then attended Vanderbilt University Law School of Law, where he gained his Juris Doctor (J.D).

Matthew Ledvina

Topics

This blog will cover topics that Matthew Ledvina is most passionate about: cross-border tax issues, private placement insurance and captive advisory, developments in fintech, art as an asset, and artificial intelligence (AI) and its effects on the professions.

Current Roles

Ledvina’s role at the Fintech company sees him working with brokers, family offices, funds, and private banks to roll out a secured lending platform. Prior to this, Ledvina worked for Baker McKenzie as a US tax advisor (a role he still fulfils at Helm Advisors today), providing cross-border advice to families with US connections.

Cross Border Tax Planning

Having worked at various firms, Ledvina has a broad understanding of cross border tax planning, as well as more specific knowledge on subjects such as multi-jurisdictional tax planning for families with US connections, trust and foundation structuring, family governance, the use of life insurance in sophisticated planning, and advising financial institutions as it relates to the US DOJ Swiss Bank Program.

US Department of Justice Swiss Bank Program

Ledvina was deeply involved in the US Department of Justice Swiss Bank Program – which is still ongoing – and took part in many of the cases in which clients of various banks within the program did not declare their assets that were based in Switzerland, Singapore, and elsewhere.

Areas of Expertise

Another area of expertise for Ledvina is expatriation and the renouncing of US citizenship and the effects of the US Exit Tax. Ledvina has extensive experience in the process of expatriation from the US, and his knowledge of the subject saw media outlet Bloomberg featuring him in several articles on the subject.

Development of Artificial Intelligence (AI)

This blog will also take a look at the development of artificial intelligence, more specifically the changes that AI may cause for the legal and accounting professions. Ledvina has read and researched the topic extensively, having enjoyed books on the subject such as ‘Life 3.0 – Being Human in the Age of Artificial Intelligence’ by Max Tegmark, ’21 Lessons for the 21st Century’ by Yuval Noah Harari and ‘The Future of the Professions’ by Richard and Daniel Susskind.

In addition to legal and technological blog posts, this blog will also take a look at the art world, as this is a topic that Ledvina has both a personal and professional interest in. Having worked with trustees that held artwork, Ledvina has developed a solid understanding of the topic; therefore, this blog will look into the business of lending and collecting art, art and inheritance, and art as an asset.

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Latest Posts

Tax Obligations on Foreign Grantor and Foreign Non-Grantor Trusts

Trust Planning for UK Families with US Family Members