Master Class Speaker Bios:

Partner, Evergreen Legacy Planning
Regularly develops and implements integrated estate, business and income tax planning solutions including for non-U.S.-citizen residents and non-residents.

Jonathan A. Mintz

Partner, Cerity Partners

Andrew is widely regarded as a leading advisor to international and cross-border families, who often face more complex wealth management and tax issues resulting from their multinational lives, particularly when an individual is a citizen or tax resident of the United States.

Andrew Fisher

President and Chief Innovation Officer at Insured Nomads

It has been my pleasure to have meetings in 50+ countries and support hundreds of global clients. I have been fortunate to speak at many industry leading events like IBIS and the Annual ISCEBS Employee Benefits Symposium.

Allen Koski

US/Swiss Crossborder Wealth Manager & Tax Advisor

Marina is an Argentine and Spanish citizen by birth and an US citizen by choice. In
2009 she founded MHTax, a tax preparation firm, to provide tax advisory services to US immigrant and
US expat families,

Marina Hernandez

Haynes & Associates

Katrina started Haynes & Associates in 2015 and
until recently worked as the Global Mobility Tax
Manager for The Coca-Cola Company. She has 20+ years of experience serving clients with a
global workforce

Katrina Haynes

International Tax and Estate Planning Lawyer

Melvin A. Warshaw has nearly 40 years of experience as an estate planning and tax lawyer. He currently represents U. S. and non-U. S. families and companies on a wide range of personal
and business tax matters.

Melvin Warshaw

Principal Consultant,

Point Square Consulting

He specializes in international taxation for both individuals and businesses, offering a wide range of tax services including tax preparation, cross-border tax planning, and representing non-compliant taxpayers in the IRS's various international amnesty and penalty abatement procedures.

Tony Malik