The Procopio International Tax Conference

The Procopio International Tax Conference The Premier International Tax Conference for New and Relevant Developments in the U.S., Mexico and C U.S.

Treasury, Internal Revenue Service, Mexican Hacienda and Sistema de Administracion Tributaria officials in the area of international taxation have been actively participating in what has become the premier educational and networking event for the latest developments in U.S.-Mexico international tax matters.

On October 28–30, 2026, Procopio will host the 21st Annual Procopio International Tax Institute Conference in San Diego....
03/17/2026

On October 28–30, 2026, Procopio will host the 21st Annual Procopio International Tax Institute Conference in San Diego.

Over three days, we will focus on Actionable Strategies for Cross-Border Structuring, Tax Optimization for U.S.–Mexico operations, International Estate Planning, Risk Mitigation, Strategic Compliance, and identifying opportunities to maximize results in an increasingly complex regulatory environment.

Take advantage of the Super Early Bird rate of $695 USD, available through April 30. This is an exceptional opportunity to secure your spot at a preferred price before rates increase.

Register now and strengthen your international tax strategy with practical, results-driven insights

Conference Website: PITI.tax

Registration Link: https://web.cvent.com/event/3469d309-f9ad-492f-b5ba-00c14ee4b1d0/regProcessStep1

Join us for the 21st Annual Procopio International Tax Institute Conference — the leading forum for U.S.–Mexico cross-bo...
03/04/2026

Join us for the 21st Annual Procopio International Tax Institute Conference — the leading forum for U.S.–Mexico cross-border tax updates and strategic international planning.
Three days of practical insights on cross-border structuring, international compliance, tax optimization, and risk mitigation in an evolving regulatory landscape.
💰 Registration Fees | Tarifas de Registro
🔥 Super Early Bird | Súper-Temprana:
$695 USD (Now – April 30, 2026)
⏳ Early Bird | Temprana:
$795 USD (May 1 – September 1, 2026)
📍 Regular | Regular:
$995 USD (September 1 – On-Site)
Secure the best rate today and be part of the premier international tax conference connecting leaders from the U.S. and Mexico.
SanDiegoEvents

Join us for the 21st Annual Procopio International Tax Institute Conference, the leading forum for U.S.–Mexico cross-bor...
03/04/2026

Join us for the 21st Annual Procopio International Tax Institute Conference, the leading forum for U.S.–Mexico cross-border tax updates and strategic international planning.

Three days of practical insights on cross-border structuring, international compliance, tax optimization, and risk mitigation in an evolving regulatory landscape.

Website: PITI.tax

Registration Fees | Tarifas de Registro
Super Early Bird | Súper-Temprana:
$695 USD (Now – April 30, 2026)

Early Bird | Temprana:
$795 USD (May 1 – September 1, 2026)

Regular | Regular:
$995 USD (September 1 – On-Site)

Secure the best rate today and be part of the premier international tax conference connecting leaders from the U.S. and Mexico.

10/30/2025

20 years Strong! Here’s to Learning, Collaboration and Growth!!!

Meet our U.S. Power Lineup — Procopio International Tax Institute (PITI) 2025We’re bringing together an exceptional grou...
10/23/2025

Meet our U.S. Power Lineup — Procopio International Tax Institute (PITI) 2025

We’re bringing together an exceptional group of U.S. thought leaders shaping cross-border tax, policy, and business. Don’t miss them on stage:
Big Four & Advisory:
Elizabeth Bell — PwC
Wade Sutton — PwC
Matthew Etzl — Deloitte WNT
Jimeel Hamud — RSM
Law Firms
Adriana Reyes — K&L Gates
Rob Silverblatt — K&L Gates
Michael Lebovitz — Eversheds
Michael Desmond — Miller & Chevalier
Lisandra Ortiz — Miller & Chevalier
Daniel Price — Dan Price Law Group
Corporate & In-House
Scott Schroeder — Herbalife Nutrition
Brent Gardner — HP
Liliana Galindo — Xsolla
Ivan J. Milan — Everest Insurance
Marc Nickel — AON
Yonatan Tammam — CAC Group
Trust, Finance & Private Wealth
Mariano Marco — Bridgeford Global
Government & Policy
Rebecca Burch — U.S. Treasury Department
Jan Geht — IRS ACCI
Michael Baillif — IRS Appeals
Ladd Brown — IRS
Jamie Schindler — IRS
Melissa Ford Maldonado — America First Policy Institute
Catherine Schultz — Business Roundtable
Ernesto J. Zayas García, Esq. — Puerto Rico DDEC
Katherine Monge’ — Capitol Tax Partners
Academia
Ellis Duncan — Georgetown University Law Center
Procopio Speakers
Enrique Hernandez-Pulido - Procopio
Jorge M. Obén-Cuadros — Procopio
Pedro Corona de la Fuente — Procopio
Guillermo González Saldívar — Procopio
Eric Swenson — Procopio
Paloma Armella - Procopio
Raul Villarreal Garza - Procopio

From the OBBBA and Tax Controversy trends to U.S. Tx Directors, Residency Disputes and Tarif War, this is the can’t-miss U.S.–Mexico tax forum of the year.
🚨 LAST CALL — Register NOW - LINK IN BIO

Meet our Mexico Power Lineup — Procopio International Tax Institute (PITI) 2025 🇲🇽🌎 We’re bringing together an exception...
10/21/2025

Meet our Mexico Power Lineup — Procopio International Tax Institute (PITI) 2025 🇲🇽🌎

We’re bringing together an exceptional group of Mexican thought leaders shaping cross-border tax, policy, and business. Don’t miss them on stage:

Cecilia Díaz de Rivera Laris — Galicia Abogados
Abril Rodríguez Esparza — EY Mexico
Eduardo Botello — Santos Elizondo
Aristóteles Nuñes Sanchez — ANS Consulting
Guillermo Villaseñor — Garrigues Mexico
Rafael Fernandez de Castro — Center for U.S.–Mexican Studies
Leopoldo Gomez — Former Televisa/Univision
Juan Carlos Pérez Peña — Pérez Góngora
Juan Carlos Roa Jacobo — Mexican Tax Court
Fernando Lorenzo — Alvarez & Marsal
Omar Zuniga — Creel
Erick Fuentes — Honeywell
Alejandro Romero Chimal — Arzyz
Mauricio Cano del Valle, MBA, TEP — Brook & Cano
Mariano Marco — Bridgeford
Eduardo Morán — INCAM
Layda Carcamo Sabido — Calvo Nicolau
Rodrigo Alberto Troncoso Treviño - Chevez
Jose Maria Garcia Ferrer - Chevez
Max Alberto Diener Sala - DGL
Ana Elena Domínguez González - Galicia Abogados
Rodrigo Adam - HGL Asesores
Paula Benéitez Régil - Cuatrecasas (Spain)

From beneficial ownership and enforcement trends to corporate compliance, tax reform, and litigation, this is the can’t-miss U.S.–Mexico tax forum of the year.
🚨 LAST CALL — Register NOW - LINK IN BIO

🔥Fireside Chat: The U.S.–Mexico Relationship — Where We Are & What to Expect 🔥At the Procopio International Tax Institut...
10/16/2025

🔥Fireside Chat: The U.S.–Mexico Relationship — Where We Are & What to Expect 🔥
At the Procopio International Tax Institute (20th Anniversary!), don’t miss a timely, no-spin conversation on the forces reshaping our binational future.
Featuring Speakers:
Leopoldo Gomez
Melissa Ford Maldonado
Rafael Fernandez de Castro

What we’ll unpack (including the fine print):
Trade & supply chains: nearshoring, USMCA friction points, and competitiveness | Energy & infrastructure: security of supply, permitting, and cross-border investment signals | Migration & security: policy realities vs. political narratives | Elections & policy outlook: how 2025–2026 agendas may shift markets and compliance| Tax & regulatory coordination: implications for cross-border transactions and audits

Be part of a candid, high-level dialogue that equips you to advise clients—and plan for what’s next.
Register now (LINK in BIO) to secure your seat

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Panel Spotlight: Beneficial Ownership, Transparency & Reporting — From the CTA to Mexican RFC Disclosures At the Procopi...
10/15/2025

Panel Spotlight: Beneficial Ownership, Transparency & Reporting — From the CTA to Mexican RFC Disclosures

At the Procopio International Tax Institute, we’re diving into one of the hottest compliance topics affecting cross-border clients right now:
U.S. Corporate Transparency Act (CTA) • CRS • FATCA • Mexico BO/RFC disclosures • SAT enforcement
Why this matters: The BO/UBO rules are expanding on both sides of the border. Missteps can trigger audits, penalties, and reputational risk. This panel delivers a practical roadmap to stay compliant without raising red flags.
🎙️ Top-notch speakers
Layda Cárcamo — Partner, Calvo Nicolau y Márquez Cristerna DFK
Mariano Marco — Global Managing Director, Bridgeford Global
Mauricio Cano del Valle, MBA, TEP — Founding Partner, Brook & Cano
Eduardo Morán — Socio, Valdés & Morán Abogados

What you’ll take away
+A clear checklist for CTA reporting (who files, when, updates, high-risk gaps).
+How to align CRS/FATCA processes with U.S. BO rules and Mexican RFC/BO disclosures—without duplicating work.
+SAT enforcement trends and documentation strategies that reduce examination risk.
+Playbooks for cross-border coordination, internal workflows, and training to keep teams on the same page.
+Practical tactics to mitigate penalties and manage inquiries from multiple authorities.

🚨 ATTN: International Tax Attorneys & CPAs — register NOW to secure your seat for this can’t-miss session and the full 20th-anniversary program.
👉 Register today (LINK in BIO)

Thank You to Our 2025 Sponsors & Supporting OrganizationsAs we mark the 20th Anniversary of the Procopio International T...
10/15/2025

Thank You to Our 2025 Sponsors & Supporting Organizations
As we mark the 20th Anniversary of the Procopio International Tax Institute (PITI), we’re honored to recognize the partners who power this premier U.S.–Mexico tax conference. Your support fuels cutting-edge content, fosters cross-border dialogue, and elevates the entire international tax community. Gracias—Thank you!

Because of your commitment, attendees will explore what’s new, what’s next, and what truly matters in cross-border tax, from policy shifts and enforcement trends to practical planning across the U.S. and Mexico.

Join us in thanking these leaders, and meet them on site at .

Register now (Link in Bio) and be part of the 20th-anniversary celebration

Spotlight on Mexico’s Tax Leaders, Live at the Procopio International Tax Institute 2025!We’re thrilled to announce one ...
10/13/2025

Spotlight on Mexico’s Tax Leaders, Live at the Procopio International Tax Institute 2025!
We’re thrilled to announce one of the most anticipated sessions of this year’s conference:
🔹 Mexican Tax Directors Panel 🔹 A roundtable discussion featuring leading Mexico tax directors on today’s most pressing tax challenges and priorities.
Join an exceptional lineup of experts as they share first-hand perspectives on:
1) Navigating increasingly complex tax compliance and reporting obligations
2) Managing global and local tax risk amid shifting regulations
3) Responding to SAT enforcement trends and audit strategies
4) Coordinating effectively with internal stakeholders and global headquarters
🎙️ Featuring:
– Creel, García-Cuéllar, Aiza y Enríquez
– Honeywell
Alejandro Romero Chimal – Arzyz Metals

This powerhouse panel brings together voices from top law, corporate, and industrial sectors—offering practical insights you can apply immediately in your own tax strategy and governance frameworks.

Don’t miss this opportunity to hear from those leading the charge inside Mexico’s most sophisticated tax departments!

Seats are almost gone — register NOW (LINK IN BIO) to secure your spot at the 20th Anniversary of the Procopio International Tax Institute

Calling all International Tax Attorneys and CPA’s!The Procopio International Tax Institute 2025 is just around the corne...
10/10/2025

Calling all International Tax Attorneys and CPA’s!
The Procopio International Tax Institute 2025 is just around the corner, and this year’s agenda is shaping up to be one of our most technically insightful yet.
One session you cannot afford to miss:
Panel 11A: Where Do You Belong? Resolving Tax Residency Disputes Under the U.S.–Mexico Treaty and Beyond : In today’s globalized world, tax residency disputes are becoming increasingly frequent, leaving taxpayers and advisors caught between competing claims from multiple jurisdictions. This panel dives deep into how U.S. double tax treaties — especially the U.S.–Mexico treaty — use tie-breaker rules to resolve conflicts, the practical realities of dealing with tax authorities, and strategies to protect clients’ interests in cross-border cases.

3 reasons you’ll want to hear from these experts:
1) Understand how residency tie-breaker rules are applied in practice.
2) Procedural and Strategic Depth on how residency disputes evolve under IRS and SAT scrutiny, what documentation, timing, and argumentation actually work in achieving relief under treaty frameworks.
3) Actionable Takeaways for Your Clients: Tested approaches for advising globally mobile individuals and dual nationals facing potential double taxation or conflicting reporting obligations.

Don’t miss this chance to connect, learn, and sharpen your cross-border tax advisory edge.

Register today LINK IN BIO seats are limited!

Let’s navigate the future of international tax together.

Panel Spotlight: “Wealth Structuring Across Generations: Trust Planning in a U.S.–Mexico Context” - As families and advi...
10/07/2025

Panel Spotlight: “Wealth Structuring Across Generations: Trust Planning in a U.S.–Mexico Context” - As families and advisors navigate increasingly complex cross-border wealth structures, understanding how U.S. and Mexican tax systems interact in trust planning has never been more critical.

Join us at the 20th Anniversary Procopio International Tax Institute (PITI) for an in-depth discussion that goes beyond theory and into real-world planning strategies.

What You’ll Learn:
A) The Mexican tax treatment of U.S. trusts — incomplete vs. complete gifts; grantor vs. non-grantor status.
B) How to manage step-up basis, estate, and inheritance tax implications under both systems.
C) Cross-border considerations when transitioning trusts between foreign and domestic regimes.

🎙 Featuring:
Cecilia Díaz de Rivera Laris - Galicia Abogados
Abril Rodríguez Esparza - EY México
Eduardo Botello - Santos Elizondo
Raul Villarreal Garza - Procopio

📅 October 29–31, 2025 🏨 InterContinental San Diego
⚠️ Seats are LIMITED and filling fast!
Don’t miss your chance to connect, learn, and celebrate 20 years of cross-border tax excellence.

🔗 Registration Link in Bio

Address

San Diego, CA
92110

Telephone

+16195153225

Website

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