Trusts & Estates/International Tax (E2209444)

• What Tax Professionals Should Know About Trusts and Estates. With anticipated intergenerational transfer of property, this session will focus on what every tax professional should know about trusts and estates. Topics will include: basic principles of trusts and estates; property ownership; the types of trusts commonly used; and planning opportunities and traps to avoid.
• A New Foreign Frontier: Foreign Income and Asses Reporting Update. With new funding, the IRS will aggressively target taxpapers with unreported foreign accounts and income. Tax professionals must identify the pitfalls of the new world of global financial transparency and learn the requirements of foreign asset reporting. Learn best practices for compliance of foreign asset disclosure; who needs to file and assets that must be reported, and the potential liability of the taxpaper and tax preparer. Learn about solutions for non-compliant taxpapers.

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