October Meeting: Key International Tax Issues for Estate Planners
Please join us for networking and presentation by International Tax CPAs Justyna Mueller Partner James Moore & CO. and Lesley Keller, CPA, AEP, Director Tax Services Sikich LLP on Key International Tax Issues for Estate Planners.
This session will help estate planning professionals recognize when international tax compliance issues may be lurking in their clients’ files. We will walk through the most common red flags, such as foreign accounts, non-U.S. trusts, gifts or inheritances from abroad, and mixed-citizenship marriages. Attendees will learn how these facts tie to IRS reporting requirements. We will also highlight penalties for noncompliance and practical pitfalls that trip up fiduciaries and beneficiaries. Using real-world stories, we will show how to spot issues early and know when to involve specialized tax counsel.
