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Foreign Trusts: Cleaning Them Up (4153049A)
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Federal tax rules for foreign trusts are complex and compliance failures mean steep penalties. Identify the penalty risks that apply to foreign trusts, their settlors, trustees and beneficiaries and different strategies for fixing the problems.

11/10/2015
When: 11/10/2015
12:30 PM - 1:30 PM
Where: Webcast/Webinar
Presenter: Debra Rudd
Contact: April Deneault
801-834-6634


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Federal tax rules for foreign trusts are complex and compliance failures mean steep penalties. Identify the penalty risks that apply to foreign trusts, their settlors, trustees and beneficiaries and different strategies for fixing the problems.

  

Objectives:

Identify potential compliance and tax issues for your clients with foreign grantor and non-grantor trusts.
Determine issues surrounding transfers to and distributions from foreign trusts.

Major Subjects:

Compliance rules and penalties applicable to settlors, trustees and beneficiaries of foreign trusts

Handling noncompliance
Penalty abatement

 

Designed For:

CPAs and lawyers.

 

Prerequisite: None

 

Advanced Prep:

An understanding of trust filing requirements and preparation of trust returns.

  

Speaker: Debra Rudd

Vendor: CalCPA

Field of Study: Taxation

Level:  Overview

CPE Credit: 1 hour

Acronym: FTSA

 

Registration Fees:

Members: $35

Nonmembers: $50

 

Meet the Speaker:

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