Description

This session will explore estate and income tax issues for U.S. and non-U.S. persons with cross-border family relations and cross-border investments.

Learning Objectives:

1. Familiarize attendees with U.S. taxation issues related to cross border activities.
   
2. Familiarize attendees with associated U.S. compliance requirements.

Speaker(s):

• Peggy A. Ugent, CPA, Retired, Giordani, Swanger, Ripp & Jetel, LLP