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 […]

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 […]

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 […]

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 […]

Advanced Planning With Trusts 2024

This course will cover advanced techniques related to income, gift and estate tax planning using trusts, especially the use of irrevocable trusts. Topics include creating irrevocable trusts without losing control over the assets placed into the trust by using trust protectors, retaining the ability to unwind the trust, and drafting irrevocable trusts that are defective […]