Moving Wealth to U.S. Relatives Webcast | 4203806B

Course Details

Date

Tuesday, September 22, 2020

7:00am – 9:00am
(Registration: 6:00am)

Field of Study

Specialized Knowledge

Course Number

4203806B

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Some knowledge of complex vs. grantor trusts.

Description




Increasingly, Nonresident Aliens seek assistance in transferring wealth to their U.S. resident family members. Some alternative structures are superior when the NRA doesn't intend to migrate to the U.S. Others are better for pre-immigration planning. Gain vital knowledge for practitioners with a growing international practice.

Highlights





Importance and difficulty of establishing non-U.S. accounts for U.S. trusts.
Use of irrevocable grantor and complex trusts, LLCs and other entities, e.g., "blocker" corporations.
Form 3520 and other reporting obligations.


Objectives




Determine how to guide clients with Non-U.S. relatives on the most efficient alternative ways to move wealth to the U.S.

Designed For




CPAs and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$75.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$101.00
Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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