6-Hour Program

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Overview

Why You Should Attend:

This foundational program will focus on the legal and tax framework you need to advise those individuals whose personal, financial and business connections span national borders. In addition to the usual estate and tax planning issues, international private clients face special challenges arising from the global progression toward increased transparency, heightened reporting requirements and more stringent tax enforcement. By attending you will learn about essential legal and tax rules, available planning opportunities, and potential pitfalls for both clients and advisers.

What You Will Learn:

  • New U.S. tax law changes affecting tax planning for international private clients
  • U.S. income and transfer tax planning for individuals moving to or departing from the United States
  • Investment in U.S. real estate by nonresident alien individuals (NRAs)
  • Dealing with noncompliant U.S. private clients with unreported foreign income or accounts
  • Planning with foreign grantor and nongrantor trusts
  • Ethical issues for the international private client attorney

Who Should Attend:

Professionals who work with private clients with international interests or cross-border structures, including attorneys, accountants, relationship managers of U.S. and foreign financial institutions, insurance brokers, financial planners, employees of family offices, and fiduciaries

Program Level: Update

Prerequisites: Anyone who has experience or interest in legal and tax framework in order to advise individuals whose personal, financial and business connections span national borders

Intended Audience: Professionals who work with private clients with international interests or cross-border structures, including attorneys, accountants, relationship managers of U.S. and foreign financial institutions, insurance brokers, financial planners, employees of family offices, and fiduciaries. 

Advanced Preparation: None

Credit Details