Interview with Alicea Castellanos

Alicea Castellanos is the CEO and Founder of Global Taxes LLC, where she provides personalized U.S. tax advisory and compliance services to high-net-worth families and their advisors. With over 20 years of experience, Alicea's expertise lies in U.S. tax planning and compliance for non-U.S. families with global wealth, focusing on asset protection structures like non-U.S. trusts, estates, and foundations with U.S. ties. She also specializes in foreign investment in U.S. real estate, pre-immigration tax planning, expatriation matters, and compliance related to foreign gifts, inheritances, and offshore assets. Fluent in Spanish and proficient in Portuguese, Alicea is an active member of professional organizations such as STEP, NYSSCPAs, AICPA, IFA, and is associated with Clarkson Hyde Global and the Global Referral Network.

What do you do for Global Taxes?

As CEO and Founder of Global Taxes LLC, I lead a team dedicated to delivering tailored solutions that address the complex tax needs of our clients.  I oversee all aspects of client engagements, from initial consultations to the implementation of tax strategies and ongoing compliance efforts. My role encompasses in providing personalized U.S. tax advisory and compliance services to high-net-worth families and their advisors. With over 20 years of specialized experience in U.S. tax planning and compliance for non-U.S. families with global wealth, my focus at Global Taxes is to help clients achieve their financial goals amidst the complexities of the U.S. tax system.

What do you love most about your role?

What I love most about my role is the opportunity to work closely with clients, helping them navigate complex tax issues and achieve their financial goals. I find great satisfaction in providing tailored solutions that address each client's unique needs and circumstances. I am deeply passionate about fostering strong relationships with clients, built on trust, and understanding. Being able to make a meaningful difference in their financial lives and witnessing their success and satisfaction is incredibly rewarding. It's fulfilling to know that I play a part in helping individuals and businesses thrive and achieve their objectives.

What has been your greatest achievement?

My greatest achievement has been the transformation of Global Taxes from a solo practitioner entity into a thriving organization with over 17 full-time employees and a client base of over 500. This journey of growth and success reflects our commitment to excellence and the trust our clients place in us. Furthermore, receiving the Woman of the Year award in 2021 and 2022 from Citywealth's Powerwomen USA for Business Growth, alongside the gold award for Company of the Year Female Leadership at the Magic Circle Awards in 2023, underscores our commitment to business growth and excellence.

What types of intermediaries/businesses do you tend to work with?

I tend to work with a diverse range of intermediaries, including attorneys, fiduciaries, financial institutions, and other professionals involved in wealth management and estate planning. Collaboration with these intermediaries allows us to provide comprehensive solutions that address our clients' needs from all angles. This diverse network of intermediaries allows us to deliver integrated solutions that optimize our clients' financial well-being and achieve their long-term goals.

Why did you join PCD Club?

I joined PCD Club with the intention of connecting with like-minded professionals and expanding my network within the industry. The club's reputation for bringing together top professionals in the field and facilitating meaningful connections was a significant draw for me. I saw it as an opportunity to not only expand my network but also to exchange ideas, share experiences, and collaborate with peers who share similar goals and challenges. Being part of such a prestigious and dynamic community provides valuable opportunities for personal and professional growth. I believe that by actively participating in PCD Club events and initiatives, I can broaden my perspectives, stay informed about industry trends, and forge meaningful relationships.

On a weekend, I am most likely found…

On a weekend, you'll likely find me enjoying outdoor activities, immersing myself in the vibrant big city looking for new flavors and cuisines, or pursuing my passion for travel and exploration. Balancing work and personal life are important to me, and weekends provide the perfect opportunity to recharge and rejuvenate. 


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