Estate Tax Planning: Cross-Border Pitfalls and Considerations

Speaker: Chaya Siegfried

Format

Video

Level

Intermediate

Duration

50m

In this video we will cover the basic concepts of what constitutes a cross border estate or trust as well as the U.S. tax implications and tax filing requirements.

Learning outcomes

Recall which estates and trust are considered cross-border for U.S. tax purposes.
Identify some planning opportunities for cross-border estates and trusts.

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Product information

Overview

In this video we will cover the basic concepts of what constitutes a cross border estate or trust as well as the U.S. tax implications and tax filing requirements.

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:	Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Programme level:	Intermediate
Duration:	50m
Format:	Video
Access:	This is a digital product. You will have access to the content for 3 months after purchase date.

Return and refund policy

£35.00 (CIMA members only)

£45.00

VAT calculated on checkout

Speaker

Chaya Siegfried
Chaya Siegfried is a partner and leads the International Tax Business Services Group at Withum based in the NY tri-state area. She has more than 10 years professional experience, including public accounting and private industry. With expertise in advising U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy. Fluent in the rules and regulations regarding controlled foreign corporations, GILTI, PFICs, withholding taxes, income tax treaty analysis, check-the box planning, FDII, FIRPTA, and foreign informational reporting forms.

She leads her team in providing a variety of International Tax Services for domestic and international companies, including global tax minimization planning; tax due diligence, tax compliance, tax provision and uncertain tax positions; GILTI structuring ; subpart F analysis and computation; foreign tax credit studies; earnings and profit studies; acquisitions and dispositions of operating units; and other related matters.

Chaya formerly worked for PwC and global hedge fund Caxton Associates.

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