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PN Tax Committee: US Income Tax Rules for Assets Held Outside the US (I2080810)

 
REGISTRATION STATUS: This event is closed. If you would like to be added to the wait list, if it is available, please call customer service (800) 922-5272 or your program associate.

The program will discuss US residency and tax implications for a US tax resident, outlining the basic disclosure requirement of US residents holding assets outside the US. Speakers are Charlotte Wall, Shareholder, and Ming Fang, Tax Manager, both with Spott Lucey & Wall, Inc. CPAs, a San Francisco firm assisting domestic and international business and individual clients manage their demanding cross border transactions. Charlotte and Ming are co-chairs of the CalCPA San Francisco Chapter International Tax Committee.

Date:Wednesday, August 11, 2010
Time:12:00pm - 2:00pm (Registration at 11:45a)
Facility:Hobee's Restaurant, Belmont
Area:San Francisco Peninsula
CPE Credit:2.0 CPE (Continuing Professional Education)
Instructors: Ming P. Fang / Charlotte D. Wall
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Update
Fee:$25 CalCPA Members, $35 Nonmembers

Objectives:
To gain an understanding of taxation of assets held outside the US by US citizens and tax residents.

Major Topics:

  • Determination of US residency
  • Type of foreign assets held by US residents
  • Disclosure requirements
  • Funds inherited from outside the US
  • Borrowing money from family members outside the US
  • Transferring your own funds from a foreign bank to the US.



    Designed for:
    CPAs, attorneys and financial planners working with clients holding assets outside the US.

    Prerequisite:
    None

    Advanced Preparation:
    None


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