As individuals and business taxpayers increasingly globalize their personal and commercial activity, they expose themselves to greater legal and tax obligations. Legal advisors must consult their clients with a complete understanding of applicable tax regimes and multijurisdictional issues. Whether their clients are United States persons with assets or beneficiaries overseas, non-U.S. persons with ties to the U.S. or business entities with a mix of transnational operations and domesticities, it is incumbent upon advisors to remain vigilant in learning how new and evolving tax structures affect their clients.
Comprehensive international tax and estate planning must consider marital property and inheritance laws, immigration and nationality laws, income, estate and gift taxes, reporting requirements, trusts and foundations, and any potential for conflicts of laws. This range of factors must be considered within the context of a global progression toward heightened reporting requirements, increased transparency and more stringent tax enforcement and disclosure. More than ever, ignorance is no defense.
Attorneys and tax professionals who work with clients maintaining international interests or connections should attend this program. In addition to legal and tax professionals, insurance brokers, relationship managers of U.S. and foreign financial institutions, financial planners, employees of family offices, and any specialist acting in a fiduciary capacity for private clients with international interests or arrangements will find the program helpful.
Enjoy a complimentary continental breakfast at this seminar.
CLE Credit: 6.5 General