Webinar Recap: Foreign Entities, Investments and Accounts: What to Look For and How to Locate
Original Broadcast
Tuesday, September 1, 2020
Download Webinar Materials
As your trusted advisor, Marcum’s Marital Dissolution practice team of experts have prepared a virtual Continuing Legal Education (CLE) program that explores finance/tax topics and issues that are top of mind for divorce professionals, including individual and business taxation, the use of trusts, estate planning considerations, demystifying foreign entities, how to prepare a financial plan during the divorce process, what to expect when the divorce is complete, and more.
Topics
- Understanding of how income of foreign investments are reported on US tax returns and required US reporting
- Bridging the gap between income earned and income reported on US tax returns
- Tax treaties and treatment of cross border alimony
- Transfers from non resident spouses
Panelists
Mark Chaves, CPA
International Tax Co-Leader, Partner, Advisory Services
Daniel Roche, CPA/ABV, ASA
National Business Valuation Leader, Partner, Advisory Services
Moderator:
Elizabeth Ciccone, ASA, Esq.
Director, Advisory Services
CLE Credit
This Continuing Legal Education(CLE) training session counts for 1.0 credit hour in Connecticut and New York. Appropriate for newly admitted and experienced attorneys (transitional/non-transitional).
This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.00 total CLE hour(s) instruction. (be sure to change the hours if the course hours are different)
