This blog will cover the three topics that Matthew Ledvina is most passionate about: Fintech, art, and artificial intelligence (AI) and its effects on the professions.
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.