Paul G. Marcotte, JR, ESQ 

 Paley Rothman Law Firm

"Tax Cuts and Jobs Act (H.R.1)"

University & Whist Club

11:45 am Meet & Greet

12:15 pm Presentation  

Paul Marcotte, Jr. Chairs the Paley Rothman’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups. He concentrates his practice on federal, state and international tax matters (both planning and controversy), estate and wealth preservation planning, probate and trust administration, nonprofit organizations, and business counseling and succession planning. Paul helps his clients by putting complicated tax issues into simple English. He makes sure that the individuals, businesses, and international clients he services have help navigating our complex tax systems and avoid potential minefields such as increased levels taxation and/or penalties. 

Paul’s international tax practice also includes advising a wide spectrum of clients on
cross-border investment matters and international tax compliance. He counsels multinationals on the structuring of foreign investment in U.S. real estate or establishing new business ventures or subsidiaries in this country with a view to minimizing the potential impact of U.S. income taxation on the profits/gains from such activity and limiting exposure to U.S. wealth transfer taxes. The converse involves assisting U.S clients (including dual nationals) that hold interests in offshore entities subject to some rather complex and onerous tax regimes and enhanced reporting requirements including foreign trusts, controlled foreign corporations and passive foreign investment companies where penalties for non-compliance can be quite severe. He also advises on more complex international matters including expatriation planning and migrating offshore structures onshore to avoid the need for continuing reporting of such holdings and undue tax exposure by U.S. beneficiaries.

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President's Statement

Welcome to the Wilmington Tax Group, a multi-disciplinary society of professionals who gather monthly to hear prominent speakers on topics of tax law, policy and administration, and to develop, share and deepen friendships. This society is a reflection of our community; high standards, ethical conduct and collegiality. We join because we want to learn more – about our profession and our fellow professionals. Each year sees eight luncheon speakers and two early-evening social events. Each event benefits from our mix of personalities and backgrounds – lawyers, accountants, financial advisors, trust officers and bankers. Our tradition spans decades and our membership is strong, but we warmly welcome new members.

                               - William Dugdale, President , Wilmington Tax Group