Leticia-balcazar · Newsroom

Key U.S. Tax Considerations for Offshore Lenders in Cross-Border Financing
A practical overview of key U.S. tax, withholding, documentation, and compliance considerations for offshore lenders involved in cross-border financing.

August 11, 2026

International Tax Attorney Highlights Key Borrower Compliance Issues
International tax attorney Leticia Balcazar explains how borrowers can navigate withholding tax obligations in cross-border lending while maintaining compliance with U.S. tax regulations.

July 24, 2026

A Closer Look at Portfolio Interest Compliance for Offshore Investors
Offshore investors financing U.S. borrowers must meet specific ownership, documentation, and loan-structuring requirements to achieve proper portfolio interest compliance and avoid unexpected U.S. withholding tax.

July 13, 2026

Leticia Balcazar Explores Strategic Advantages of Related Party Portfolio Interest in Cross-Border Finance
Leticia Balcazar highlights related party portfolio interest as a key strategy for tax-efficient cross-border financing. She helps global investors structure compliant, optimized investments while navigating complex U.S. tax regulations.

April 10, 2026