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INTERNATIONAL TAX: ALL ABOUT FOREIGN TRUSTS

4.5 (36)

Patrick McCormick, Doc. of Law

Culhane Meadows

Thursday, February 11, 2021 | 11:00 AM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00392-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0393)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00392-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00392-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This course will give an overview of considerations relevant to United States persons with interests in foreign trusts. Trust classifications will be reviewed, as will income and transfer tax considerations for trust formation. The special rules applicable to American beneficiaries of foreign non-grantor trusts will also be explored and detailed.

Learning Objectives

  • To identify various trust classifications
  • To determine the special rules applicable to American beneficiaries of foreign non-grantor trusts
  • To identify income and transfer tax considerations of trust formations

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Global Management Accountant
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros

Testimonial

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(
    [no_of_record] => 36
    [average] => 4.5278
)
 

4.5

(36)
64%
25%
11%
0%
0%

VS

n/a

PM

In the presentation hand outs, appreciated that Treasury Regulations were cited directly. That way, I can see if anything has changed should this issue come up later. And was pleased that some disclosure issues (i.e. FBARs and Form 3520) were addressed in this too.

AK

Helpful, but foreign topic for me so hard to follow

TB

Overall very well done webinar