Webinar Recap: Foreign Entities, Investments and Accounts: What to Look For and How to Locate

  1. Home
  2. Private: Webinars
  3. Webinar: Foreign Entities, Investments and Accounts: What to Look For and How to Locate

Original Broadcast

Tuesday, September 1, 2020

Download Webinar Materials

Download Presentation   Watch Recording

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