White Paper

8 Pages
  • 8 Pages

Foreign Trusts

 

Knowing and Playing by the Rules

There is so much to know about foreign trusts, estate and gift taxation that can barely scratch the surface in a white paper. The rules governing the legal structure of trusts and their associated obligations are complex, and some of these rules aren’t fully defined in the tax law. Many clients and even their trusted legal advisors, are simply unaware of the severity of noncompliance and the effects that foreign entities may have on reporting foreign trust activities. Failing to understand the rules results in significant penalties. This white paper offers a brief outline on foreign trust rules and reporting.

Agenda

Faculty

Jack Brister

Jack Brister

International Wealth Tax Advisors

  • Managing member and founder of International Wealth Tax Advisors
  • Over 30 years of experience in forensic accounting, international tax and tax law
  • Formed International Wealth Tax Advisors (IWTA) in 2015 after leading the international tax division at Deloitte and Touche
  • Specializes in wealth-retention strategies for international investors, multinational businesses, family offices, and U.S. taxpayers working and living abroad
  • Specializes in wealth-retention strategies for international investors, multinational businesses, family offices, and U.S. taxpayers working and living abroad
  • Renowned in both the legal and accounting community as a preeminent expert on foreign trusts and estate taxation
  • Sought-after industry trainer and webinar leader; international speaker for STEP and other organizations
  • Former forensic accountant for U.S. Internal Revenue Service’s Criminal Investigation Unit
  • Regular author/contributor on international tax and the U.S. tax system to JD Supra, the business-to-business daily - circulation >500,000
  • Member of STEP, NYSSCPA, and EACCNY; board member, Laura Pels International Foundation for Theater
  • Can be contacted at [email protected]

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