As your interest in working abroad expands, it is important to consider the tax, estate and trust considerations as well as real estate and other investments for entrepreneurs working internationally.
Course Description:
There are many international tax issues entrepreneurs should consider when moving themselves and/or their operations to the U.S. During this webinar we will discuss the various individual, estate, and trust tax issues to be considered when going from the U.K. to the U.S. For an example, a high-net-worth individual (HNWI) with businesses and trust assets located in the U.K. decides to relocate to the U.S. What would the individual tax and estate tax implications be, including consideration of the non-U.S. trusts? Join us for an educational session related to international trust and estate planning.
Learning Objectives:
Summarize the U.S. FATCA and the reporting requirements involved.
Examine practical filings customized for typical trusts.
Discuss key estate and trust considerations and examples.
Identify potential next steps to preserving your legacy.
Presenters:
Jared Johnson, EA, Principal, Global Mobility Services Leader | Eide Bailly
Jared is an international tax specialist who focuses on helping company clients manage the various domestic and international tax issues that come with moving employees across international borders to work. Jared also assists individual clients with cross-border issues related to tax/estate planning and compliance services. He has experience working for the Big Four and is a recognized leader in this field.
Shannon Smith, CPA, Partner, International Tax Practice Leader | Eide Bailly
Shannon leads the firm’s International Tax team with more than 20 years of public accounting experience and a diverse background in both the consultative and compliance service areas of international tax. She is experienced in the areas of inbound and outbound international tax planning and compliance issues for both companies and their shareholders. Shannon works closely with HLB International member firms to assist clients with international structuring and identifying tax efficient entry into new markets. She is responsible for assisting clients, educating staff and providing thought leadership on a variety of international tax matters.