There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
2021 Annual Estate and Gift Tax Conference: Hot Topics on Dealing with International Taxpayers and Tax
Taxation Section
Credit(s):
2.25 Legal Specialization in Estate Planning; Trust & Probate Law
2.25 Legal Specialization in Taxation Law
2.25 Participatory MCLE Credits
The panel will discuss tips and traps for international income and estate tax practitioners when using tax treaties to address an international taxpayer’s federal income, gift and estate tax planning issues. The panel will provide insights on treaty-shopping to maximize an international taxpayer’s US estate tax exemption and use of competent authority mechanism to resolve the “grey areas”, and issues that arise when dealing with Australia, Canada, and the PRC. The panel will also discuss model treaty provisions in US bilateral tax treaties and tax information exchange agreements that are used by tax authorities to request tax return information and tax collection assistance, including frequency of requests for information among tax authorities, the procedure in the U.S. for making requests and processing requests received, grounds and applicable procedures for challenging such requests under United States v. Powell, 379 U.S. 48 (1964), and its progeny, and recent related litigation.
In the first 15 mins of this program hear welcome remarks from Robin Klomparens.
2.25 Legal Specialization in Estate Planning; Trust & Probate Law
2.25 Legal Specialization in Taxation Law
2.25 Participatory MCLE Credits
Customers Who Bought This Item Also Bought
(OnDemand) Business Law Recent Developments: Choice of Entity under the Tax Reform Act of 2017
(OnDemand) Real Estate Investing – Opportunity Zones
(CLEtoGo (Podcasts)) The Exam and You – Estate Planning Through Administration and Litigation: Session II: Tax Planning Matters
(OnDemand) The Exam and You – Estate Planning Through Administration and Litigation: Session III: Estate Planning, Incapacity, and Trust
(CLEtoGo (Podcasts)) The Exam and You – Estate Planning Through Administration and Litigation: Session IV: Selected Administration Procedures and Accountings
(OnDemand) Solo & Small Firm Summit: Advising Entrepreneurial Clients
(OnDemand) Suspension and Removal of Trustees
(OnDemand) Symposium on Solo Success: Forming Your Future - The Essential Nuts and Bolts of Starting a Successful Practice
(Self Study Articles) International Estate Planning: Traps and Tips for the Domestic Estate Planner
(Self Study Articles) Domesticating Foreign Trusts: The Trust, Tax, and Ethical Considerations in Bringing Foreign Trusts Home
(Self Study Articles) “I’M FINE. IT’S FINE. EVERYTHING IS FINE.”
(CLEtoGo (Podcasts)) Estate Planning for Multi-National Families with Global Assets; 2023 Estate and Gift Tax Conference
We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.