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48th Annual Estate Planning Institute

Program  ProgramWebcast  WebcastGroupcast  Groupcast

Why You Should Attend Significant federal transfer tax and related income tax developments may occur during the first eight months of the Trump Administration, including the possible repeal of the federal estate tax.  The program will review any such transfer tax developments, and discuss how they may impact estate, trust and income tax planning, and how they may impact the administration of decedents’ estates.  Moreover, the program ...

International Estate & Tax Planning 2017

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: International Estate & Tax Planning 2017

Released on: May. 26, 2017

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 ...

Developments in International Information Reporting for Private Clients

Transcripts  Transcripts    

Recorded on: May. 23, 2017

ROBERT DUMONT: It's a gray Monday morning. What should we start with? International informational disclosure forms. FATCA, CRS, the juicy bits. That's what we're going to start with. And I shouldn't make fun of it because it's not funny stuff. Often in cases where there is no substantive tax liability, there can be penalties imposed if you get the informational reporting incorrect. So it's very, very important. Karen Brodsky is a partner in the accounting ...

Foreign Trust Tax Planning: The Difficult Questions

Transcripts  Transcripts    

Recorded on: May. 23, 2017

DEAN BERRY: Thank you very much. And I'm going to turn the program over to my distinguished panel here. If you've attended this session in the past, you know that we usually spend a lot of time talking about foreign trusts, US connection, typically US tax issues. And what the panel is going to do today is look at some of the hard and interesting. So it's not just going to be a long summary of these are the rules, but a lot of those will come out in ...

The Circular 230 Deskbook: Related Penalties, Reportable Transactions, Working Forms

Treatise  Treatise

Published: March 2017

”Now there is a new book that all tax practitioners should consider adding to their collections: The Circular 230 Deskbook. The book overviews and highlights the do’s and don’ts of tax practice and the consequences to tax practitioners who fall short of the prescribed professional benchmarks.”  —The Journal of the American Taxation Association ”[The Circular 230 Deskbook is] a masterful analysis and an important ...

U.S. Family Office Structures and Operations for Global Families

Transcripts  Transcripts    

Recorded on: May. 23, 2017

THOMAS J. HANDLER: I'm going to start by just talking a little bit about exactly what these enterprises are and how they function. And I think, part of the reason that this area is not well-documented is that it's still a relatively nascent industry. In 1988, there was very little written about legal structures, liabilities, tax estate, risk management, asset protection-- almost nonexistent, as it related to family offices. Although there have been ...

U.S. Immigration and Expatriation Issues for International Private Clients

Transcripts  Transcripts    

Recorded on: May. 23, 2017

ROBERT DUMONT: Welcome back, everyone. Now that you've partially digested your lunch and fully digested this morning's program on disclosure compliance and enforcement, we're going to turn to planning-- estate planning and tax planning-- for international private clients. As well as being a generally sensitive guy, Steve Trow is a very tax-sensitive immigration lawyer. He has over 30 years of experience in US immigration and citizenship law and is ...


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