Miami-based attorney Jeffrey S. Hagen has established himself as a leading figure in international tax and estate planning, advising high-net-worth individuals and families on complex cross-border financial matters. As Co-Managing Partner at Harper Meyer LLP, Hagen’s expertise encompasses a wide range of services, from structuring international transactions to ensuring compliance with evolving global tax regulations. His work is particularly crucial in an era of increasing scrutiny on international financial flows and wealth management.
Hagen’s practice focuses on providing tailored counsel to clients navigating the intricacies of international taxation, estate planning, and corporate structuring. He assists with the viability and effectiveness of cross-border transactions, residency and domicile issues, and navigating the complexities of U.S. Tax law as it applies to international investments and holdings. His deep understanding of treaties related to income and estate taxes, coupled with his knowledge of reporting requirements like the Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act (FATCA), positions him as a valuable resource for clients with global interests. The increasing complexity of international tax law, driven by initiatives like the global minimum tax, underscores the demand for specialists like Hagen.
A Focus on International Tax and Estate Planning
Jeffrey Hagen’s core competency lies in international tax planning, a field that demands a nuanced understanding of multiple jurisdictions and constantly evolving regulations. He advises on a broad spectrum of issues, including the tax implications of foreign investments, the structuring of international corporate entities, and the planning for the transfer of wealth across borders. This often involves navigating the Foreign Investment in Real Property Tax Act of 1980 (FIRPTA), a U.S. Law impacting foreign investment in U.S. Real estate, and ensuring compliance with international reporting standards. According to Harper Meyer’s website, Hagen’s approach is characterized by “carefully tailored advice adapted to the specific circumstances and objectives of each client.”
Professional Affiliations and Contributions to the Field
Hagen is deeply involved in the legal community, demonstrating a commitment to advancing the field of international taxation. He is an active member of the International Law Section of The Florida Bar, currently serving as Vice Treasurer of its Executive Council, and is a member of the Transnational Taxation Network (TTN), a global organization of international tax specialists with a presence in over 20 jurisdictions. Harper Meyer’s attorney profile highlights his leadership roles within these organizations. His involvement with the TTN provides a platform for collaboration and knowledge-sharing with leading tax professionals worldwide.
Beyond his practice and organizational involvement, Hagen actively contributes to legal scholarship. He has authored numerous articles for publications like The Florida Bar’s International Law Quarterly (ILQ) and TTN Member Insights, covering topics ranging from the Corporate Transparency Act to digital service taxes and the taxation of trusts and estates. His publications demonstrate a commitment to staying at the forefront of developments in international tax law and sharing his insights with the broader legal community. Some of his recent publications include “The Impact of the Corporate Transparency Act” (December 2022) and “Global Minimum Tax of 15%: Deal or No Deal?” (Winter 2022).
Educational Background and Early Career
Hagen’s academic credentials underscore his expertise in tax law. He holds an LL.M. In Taxation from the University of Florida Levin College of Law (2016) and a J.D., cum honore, from the same institution (2015). He also earned a B.A. From the University of Michigan in 2012. This strong educational foundation, combined with his practical experience, allows him to provide sophisticated and informed counsel to his clients. His LinkedIn profile confirms his educational background and professional experience.
Recent Speaking Engagements and Thought Leadership
Hagen is a sought-after speaker on international tax topics, regularly presenting at conferences and seminars around the world. Recent engagements include presentations on restitution of Nazi looted art and tax effects at the Transnational Tax Network in May 2024, and a discussion on marrying U.S. Tax and immigration planning in Paris in September 2023. He has also presented on the Corporate Transparency Act (CTA) and trusts and estates in an international context. These speaking engagements demonstrate his commitment to sharing his expertise and engaging with the broader tax community. His participation in events like the ILS Global Forum on International Law highlights his role as a thought leader in the field.
Presentations and Panels (Selected)
- Restitution of Nazi Looted Art & Tax Effects, Transnational Tax Network (May 2024, Miami, Florida)
- Marrying U.S. Tax and Immigration Planning, Transnational Tax Network (September 2023, Paris, France)
- CTA – Update, Transnational Tax Network (May 2023, Chicago, Illinois)
- Trusts and Estates in an International World, ILS Global Forum on International Law (February 2023, Miami, Florida)
Harper Meyer LLP and International Legal Services
Hagen’s work is conducted within the framework of Harper Meyer LLP, a full-service law firm with a strong international focus. The firm provides a comprehensive range of legal services, including corporate law, litigation, and real estate, in addition to its expertise in international tax and estate planning. Harper Meyer’s commitment to serving clients with global interests aligns with Hagen’s own practice and allows him to leverage the firm’s resources to provide comprehensive solutions to complex legal challenges. The firm’s website, harpermeyer.com, details the firm’s services and areas of expertise.
As international tax laws continue to evolve, the demand for experienced legal counsel like Jeffrey S. Hagen will likely increase. His expertise in navigating complex regulations, coupled with his commitment to staying at the forefront of developments in the field, positions him as a key advisor for individuals and families seeking to optimize their international financial strategies. Hagen will continue to serve on the Board of Directors of IDignity, beginning his first board meeting and retreat, as noted on his LinkedIn profile.
Looking ahead, Hagen’s continued involvement with the Transnational Taxation Network and The Florida Bar’s International Law Section suggests he will remain a prominent voice in shaping the future of international tax law. The next scheduled event for the TTN is currently unconfirmed, but information will be available on their website.
This article provides general information and should not be considered legal advice. Please consult with a qualified attorney for advice tailored to your specific situation.
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