U.S. Taxation of Trusts - Domestic and International

Available Anytime
Location: Online
1Credits
Technical Business
Registration is Open
FICPA Members
$39.00 Regular Price
Nonmembers
$54.00 Regular Price
Product Code: FI20-UFUSTAXTRS
Level: Update
Vendor: Florida Institute of CPAs
Field of Study: Specialized Knowledge, Taxes

Overview:

This course explains the U.S. tax impact of creating, funding and operating both U.S. and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include the tax impact of a change in status of the grantor, trustee and beneficiaries. Planning strategies presented include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.

Objectives:

After this presentation, participants will understand:

  • Wealth transfer taxes
  • U.S. transfer taxes for trusts
  • U.S. income taxes, domestic & foreign
  • Pre-Immigration planning
  • Treaties & compliance
  • Asset protection with trusts

Instructors:

Designed For:

CPAs or accounting professionals



Prerequisite:

Some familiarity with accounting



Additional Info:

Thank you for registering for the "U.S. Taxation of Trusts - Domestic and International" OnDemand course. You can begin immediately by going to the 24/7 Learning Library portal at https://ficpa.courselaunch.io and logging in with your current FICPA member login credentials.

Your course or courses should be immediately available after you login.

If you have any issues, please let us know by submitting a ticket through the Support link and we will assist you as quickly as possible.

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