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March 2019 General Breakfast Meeting

March 14 @ 7:00 am - 9:00 am

Speakers: Bill Finestone and Pam Drucker

Topic: Estate Planning for Non-Resident Aliens with US families

This meeting will start at 7:45

March 2019 Handout

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            We will discuss the problems and issues facing estate and tax planners who deal with foreign persons. We will cover both planning and transfer tax issues, as well as residency rules. We also will review the many acronyms associated with these matters, such as CFCs, PFICs, FIRPTA, and GILTI.

            Learning objectives include becoming familiar with the different transfer tax rules relating to nonresident aliens and the various reporting requirements associated with receipts from foreign trusts and corporation.

Details

Date:
March 14
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Bill Finestone and Pam Drucker
Topic
Estate Planning for Non-Resident Aliens with US families

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com

Details

Date:
March 14
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Bill Finestone and Pam Drucker
Topic
Estate Planning for Non-Resident Aliens with US families

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com