International Taxation 2023

The tax consequences of a cross-border transaction can make or break any deal—and CPAs must know the basics and be aware of the traps. Get an introduction to the U.S. taxation of cross-border transactions, focusing on taxation of foreigners investing in the U.S. Topics will cover: basics of tax treaties, residency tests, effectively connected income, […]

Everything You Need to Know About Trusts 2023

An overview of trust laws and a review of general concepts. Common structures and review of some more advanced trust planning issues. Extensive coverage planning issues through a discussion of trust administration. The discussion covers special needs planning, asset protection; gift and estate tax planning; use of most common trusts; and portability versus A-B and […]

Everything You Need to Know About Trusts 2023

An overview of trust laws and a review of general concepts. Common structures and review of some more advanced trust planning issues. Extensive coverage planning issues through a discussion of trust administration. The discussion covers special needs planning, asset protection; gift and estate tax planning; use of most common trusts; and portability versus A-B and […]

International Taxation 2024

The tax consequences of a cross-border transaction can make or break any deal—and CPAs must know the basics and be aware of the traps. Get an introduction to the US taxation of cross-border transactions, focusing on taxation of foreigners investing in the US. Topics will cover: the basics of tax treaties, residency tests, effectively connected […]