Trusts and the U.S beneficiary: Items To Consider for Cross-Border Families

Webinar Qualifies For

• 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
• 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01468-23-O)
• 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01468-23-O)
• 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1186)
• 1 CPD Credit of Taxes for Personal Financial Specialist (PFS)
• 1 PL Credit of Taxes for Chartered Financial Analyst (CFA)
• 1 CE Credit of Taxes for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01468-23-O)
• 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01468-23-O)
• 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
• 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01469-23-O)
• 1 CPD Credit for Trust and Estate Practitioners (TEP)
• 1 CE Credit of Taxes for Certified Wealth Strategist (CWS)
• 1 CE Credit of Taxes for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Taxes for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Taxes for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01468-23-O)
• 1 CE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
• 1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
• 1 PL Credit of Taxes for CIPM
• 1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
• 1 CE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
• 1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Galia Antebi

Managing Member, Ruchelman P.L.L.C

Clients come to Galia because she is a results-driven, “can do” tax adviser who delivers practical advice. She is detail-oriented and focuses on offering tailored cross-border tax planning to individuals and owner-managed businesses.

Galia works with her clients to navigate the complex web of international tax provisions to accomplish their strategic goals. Her practice includes planning for cross-border real estate projects, planning for mobility of individual clients, and restructuring relating to U.S.-owned foreign businesses as a result of the 2017 tax reform. She also advises foreign families with U.S. members on tax planning for the next generation, including through the use of trusts.

As head of the F.A.T.C.A. practice, Galia advises foreign entities on their status under the Foreign Account Tax Compliance Act and the applicable obligations. She also advises individuals on the reporting obligations surrounding financial holdings outside of their country of residence.

Galia has been with Ruchelman P.L.L.C. since 2013. She started her legal career in Israel where she practiced for few years with an internationally recognized  Israeli law firm before moving to New York and obtaining an LL.M. in Taxation from New York University in 2007. Prior to joining the firm Galia practiced tax law in the New York office of an international law firm.

Additional Information

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.