International Estate Planning

Date: Monday, October 23, 2017
Time: 5:30pm - 8:00pm
Location: The William Penn Inn
Speaker: Paula M. Jones, Esq.

International Estate and Income Tax Planning in the U.S.

Multinational individuals and families have increased significantly in recent years, due to international travel to and from the United States, the creation of cross-border businesses, and the migration of employees to and from the U.S.  As a result, the seemingly average client may turn out to have personal, business or financial connections to more than one country.  The foundational concepts that every advisor should know in regard to multinationals are addressed, including the bases on which the U.S. taxes for estate and income tax purposes, the definition of residency, situs rule for assets and how advisors can tie these concepts together to present a comprehensive plan for multinational clients. 

Related Document(s):

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

See Upcoming Event Calendar