Author(s)
Publisher:
AICPA
-
NASBA Field of Study
-
Format
On demand
-
Level
-
CPE Credit
0
-
Course acronym
-
Prerequisites
-
Course duration
50 Minutes
Credit Info
Estate Tax Planning: Cross-Border Pitfalls and Considerations
In this video we will cover the basic concepts of what constitutes a cross border estate or trust as well as the U.S. tax implications and tax filing requirements.
Topics discussed
Learning objectives
Recall which estates and trust are considered cross-border for U.S. tax purposes.
Identify some planning opportunities for cross-border estates and trusts.
Who will it benefit?
Those with basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
