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Filtering by: CPE

Webinar: Home Thoughts From Abroad – Tips to Advising Foreign Clients Purchasing U.S. Homes
Mar
18
8:00 AM08:00
CLE, CPE

Webinar: Home Thoughts From Abroad – Tips to Advising Foreign Clients Purchasing U.S. Homes

Stanley Ruchelman will be speaking in a webinar on Home Thoughts From Abroad – Tips to Advising Foreign Clients Purchasing U.S. Homes as part of the NYSBA’s 16th Annual International Estate Planning Institute on March 18, 2021, which begins at 8:00 a.m. Eastern Time.

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Estate and Wealth Tax Planning: European Clients with U.S. Assets
Jul
17
12:00 PM12:00
CPE, CLE

Estate and Wealth Tax Planning: European Clients with U.S. Assets

The U.S. and Western Europe have long been linked by strong cultural ties, and it is not surprising that today many families face cross-border issues involving these regions. Now, more than ever, it is necessary for wealth planning professionals to see beyond the borders of their country in order to understand the multi-jurisdictional issues that impact their clients.

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Taxation of Foreign Source Income Under New Tax Law
Nov
15
1:00 PM13:00
CLE, CPE

Taxation of Foreign Source Income Under New Tax Law

This C.L.E./C.P.E. webinar will provide tax professionals guidance on new rules and proposed regulations governing the taxation of foreign source income. The panel will present an in-depth analysis of the expansion of Subpart F, the dividends-received deduction ("D.R.D."), and tax implications of sales or transfers of foreign corporations by U.S. Shareholders, and will provide guidance on avoiding pitfalls in planning and compliance.

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Biases, Heuristics, Blind Spots, and Pitfalls in I.R.S. Transfer Pricing Exams
Nov
7
12:00 PM12:00
CPE, CLE

Biases, Heuristics, Blind Spots, and Pitfalls in I.R.S. Transfer Pricing Exams

When a taxpayer receives an information document request (“I.D.R.”) from the I.R.S. for transfer pricing documentation, it should know what to expect: a lengthy, contentious process of documenting and defending its tax position. Pausing to think objectively about the cognitive biases, strengths, and weaknesses underlying a transfer pricing position is an essential step to take before delving into the technical aspects of the examination itself.

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Strafford Webinar: Taxation of Foreign Source Income Under New Tax Law
May
10
1:00 PM13:00
CLE, CPE

Strafford Webinar: Taxation of Foreign Source Income Under New Tax Law

This CLE/CPE webinar will provide tax professionals guidance on new rules and regulations governing the taxation of foreign source income. The panel will present an in-depth analysis of the expansion of Subpart F, the dividends received deduction ("D.R.D."), tax implications of sales or transfers of foreign corporations by U.S. shareholders, and provide guidance on avoiding pitfalls to ensure tax savings and reporting compliance.

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F.B.A.R. Compliance and Controversy: Foreign Asset Reporting for Individuals and Entities
Mar
6
12:00 PM12:00
CLE, CPE

F.B.A.R. Compliance and Controversy: Foreign Asset Reporting for Individuals and Entities

Although some Federal priorities change, the I.R.S. continues to focus on offshore bank accounts and the obligation to report foreign assets on the Report of Foreign Bank and Financial Accounts. In this program, Rusudan Shervashidze and Lawrence S. Feld will explore the F.B.A.R. reporting regime and discuss the U.S. government's criminal and civil enforcement efforts.

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Trusts – Residency and Taxation
Nov
15
12:00 PM12:00
CLE, CPE

Trusts – Residency and Taxation

Trust instruments constitute a common estate planning tool in common law countries. While planning for future generations within the boundaries of a single jurisdiction constitutes the historical approach, families in today’s world do not necessarily live in the same country. This program serves as a primer on U.S. taxation of trusts having U.S. and non-U.S. settlors and beneficiaries.

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Transfer Pricing for Mid-Sized Corporations: Differences in Approaches to Planning, Documentation, and Controversy Management
Oct
17
12:00 PM12:00
CLE, CPE

Transfer Pricing for Mid-Sized Corporations: Differences in Approaches to Planning, Documentation, and Controversy Management

This program will describe the unique challenges for mid-sized companies in planning, implementing, documenting, and managing controlled cross-border transactions and in dealing with tax authority controversy. Best practices and key points for advisors will be presented to explain how a company can meet its compliance obligations while acknowledging actual business practices.

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A Concise Guide to Acquisition Vehicles for the Purchase of U.S. Real Estate by Foreign Individuals
Jul
25
8:30 AM08:30
CLE, CPE

A Concise Guide to Acquisition Vehicles for the Purchase of U.S. Real Estate by Foreign Individuals

Q: How many ways are there to structure an investment in U.S. real property? A: Many. In this program, Nina Krauthamer and Galia Antebi will summarize the acquisition vehicles that can be used by foreign individuals for the purchase of U.S. real estate.

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