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AICPA & CIMA ENGAGE 2021


EST2109 - EST2109. Reporting Foreign Trust & Cross-Border Gift Transactions


Jul 26, 2021 3:00pm ‐ Jul 26, 2021 4:15pm

Standard: $49.00

Description

This session will cover cross-border estate, gift and trust issues and the reporting requirements associated with those issues. 

Learning Objectives:
  • Understand when a non-US person may need to file a 709
  • Discuss some of the common transactions that may trigger a 3520 or 3520-A filing requirement

Speaker(s):

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