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Friday, September 23, 2022 Webcast Replay

Trusts & Estates/International Tax (E2209454)

1:00 PM - 4:00 PM EDT
Replay

ON24

3.0 CPE Credits in TX

OVERVIEW

Learn what every tax professional should know about trusts and estates as well as the requirements for foreign asset reporting.

DESIGNED FOR

CPAs who assist clients with trusts and estates and/or foreign income and asset reporting

BENEFITS

Get up to date on the latest rules and best practices regarding trusts, estates and foreign income/asset reporting.

HIGHLIGHTS

  • 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.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Virtual CPE Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTOR

Parag Patel

Parag P. Patel, J.D., LL.M. (Tax)

Tax Attorney

Parag P. Patel, Esq.

Parag P. Patel, Esq., is a tax attorney with the Patel Law Offices in Metro Park, Iselin, NJ. Mr. Patel’s practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Mr. Patel was recently named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. Mr. Patel is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. He also serves as a part-time municipal court judge for Edison Township, New Jersey. Mr. Patel is a graduate of Georgetown (J.D.) and New York University (LL.M. tax) law schools. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

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