Chotocruz&Co. · Webinars

Patrimonial Advisory Webinars

Exclusive sessions with our experts on legislation, patrimonial structures and investment strategies.

04 Available sessions
~60min Per session
Exclusive client access
Bill on the Taxation of Foreign Passive Income
Available upon request
Latest Tax analysis 2026 ~60 min Español

Bill on the Taxation of Foreign Passive Income

An analysis of the bill on the taxation of foreign passive income, its main tax implications, and the elements investors and wealth structures should consider in light of the proposed changes. During the session, Carlos Chotocruz and Adrián Torrealba Navas address the topic from a practical, wealth-focused perspective.

Speakers

  • Carlos Chotocruz Carlos Chotocruz CEO
  • Adrián Torrealba Navas Adrián Torrealba Navas Special Guest
Analysis of the Implications for Investors of the Regulation to Law 526
Available upon request
Markets & Strategy 2026 ~60 min Español

Analysis of the Implications for Investors of the Regulation to Law 526

An analysis of the Regulation to Panama Law 526 and the economic substance requirements applicable to foreign-source passive income for fiscal year 2027. The session addresses compliance criteria, human resources and facilities, outsourcing, tax credit, and different scenarios applicable to holding companies and other international structures.

Speakers

  • Carlos Chotocruz Carlos Chotocruz CEO
  • Rodrigo Zelaya Rodrigo Zelaya Special Guest
  • Karolina Solano Karolina Solano Special Guest
Outlook for the Second Half of 2026
Available upon request
Markets & Strategy 2026 ~60 min Español

Outlook for the Second Half of 2026

An analysis of the economic and market outlook for the second half of 2026, focused on the key variables shaping investment decisions and wealth planning as the year comes to a close.

Speakers

  • Carlos Chotocruz Carlos Chotocruz CEO
  • Francinie Soto Francinie Soto Advisor
  • Ignacio Mondal Ignacio Mondal Advisor
Changes in Panamanian Legislation and Its Impact on Patrimonial Structures
Available upon request
Legislation & Patrimony 2025 ~60 min Español

Changes in Panamanian Legislation and Its Impact on Patrimonial Structures

Panama has undergone significant regulatory changes directly affecting how family and institutional assets are structured and managed. We analyze the new legal framework, its practical implications, and available adaptation strategies.

Speakers

  • Carlos Chotocruz Carlos Chotocruz CEO
  • Rodrigo Zelaya Rodrigo Zelaya Special Guest
  • Karolina Solano Karolina Solano Special Guest

Key topics

  • Current Legal Framework Overview of Panama's current regulatory landscape and the most relevant changes.
  • Foundations & Corporations Impact on private interest foundations, corporations and trusts.
  • Asset Protection Strategies to maintain efficiency and legal certainty for patrimonial structures.
  • Roadmap for Adaptation Concrete steps to review and update existing structures under the new law.
Coming soon

New webinar on the way

We are preparing new content on financial planning, legislation and patrimonial strategy. Contact us to be notified when we announce the next event.

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