Elizabeth Latorre

About Elizabeth Latorre

Elizabeth Latorre is an International Insurance and Tax Consultant with CLM Consulting Group. Her experience as a wealth protection advisor and US tax attorney with leading corporations—including Citi, New York Life, Deloitte, and JPMorgan Chase—enables her to deliver customized Life Insurance based solutions for clients and their families´ individual needs. She has significant experience providing cross-border taxation and compliance consulting, wealth structuring and transfer, and fiduciary and individual tax advisory services.Her expertise focuses on: • TAX ADVISORY FOR INDIVIDUALS AND BUSINESSES: With an LLM in Taxation and professional experience in cross-border tax planning and compliance, Elizabeth works with clients to develop optimal individual and business strategies. Her expert support allows clients to reduce their tax burden, ensure compliance, and fully understand cross-border tax risks and opportunities. Elizabeth is passionate about empowering and supporting women in the workplace. Throughout her career, she has mentored countless young professional women in helping them advance their careers. LANGUAGES: Bilingual in Spanish and English | Working knowledge of Portuguese and Italian EDUCATION: LLM in Taxation | Certified in Estate Planning | JD BAR ADMISSIONS: Pennsylvania | New Jersey | United States District Court for New Jersey

Experience

1. Partner, International Tax Consultant & Attorney

   Clm Consulting Group

   Jan 2019 — Present · Miami, FL, US

   CLM Consulting Group is a full-service advisory firm providing US cross-border tax advisory services to individuals as well as corporate clients throughout Latin America. With its extensive network of strategic partners and professional alliances, the firm offers clients holistic tax and legal solutions, including: Wealth Transfer Planning Solutions for US Persons or Foreign Nationals with US Assets US Individual and Corporate Tax Compliance Services Entity Formation (US/Offshore), including Processing of US Employment Identification Number (EIN) and Individual Taxpayer Identification Number (ITIN) Accounting, Bookkeeping, and US Payroll Services US Registered Agent Service Real Estate Investment and Management (Investment Advisory, Investment Structuring, Rental Management, and More) Corporate Advisory Services including Logistics Services US Immigration Services via Strategic Partnership

Education

• Widener University Schools of Law

  J.D., Law

  2002 — 2005

• Temple University - James E. Beasley School of Law

  LL.M., Tax and Estate Planning

  2006 — 2008

Skills

• Tax Law
• Tax Research
• Financial Planning
• International Tax
• Insurance
• Wealth Management
• Life Insurance
• Finance
• Mergers & Acquisitions
• Tax
• Wealth Management Services
• Income Tax
• Financial Planners
• International Estate Planning
• Tax Compliance
• International Real Estate
• Wealth Transfer
• High Net Worth Individuals
• Business Planning
• Trusts
• Wealth Preservation
• Strategic Financial Planning
• Wealth
• Asset Management
• Estate Tax Planning
• Tax Accounting
• Estate Planning
• Financial Services