U.S. tax classification and reporting issues with cross border retirement plans, stock options and pensions. 21 January 2021
- Marsha Laine Dungog, Withers Bergman LLP
- David Paul Laanemaa, Back9 Capital Management Pty Ltd
The ongoing pandemic has made almost every employee a remote worker these days. While some U.S. taxpayers has moved overseas to either continue working for the same U.S. employer or a new foreign employer; other U.S. expats and foreign individuals have relocated to the United States. Tax and financial advisors to both inbound and outbound workers will likely address the issue of cross-border retirement sooner or later. This informative presentation, led by Withers international tax partner, Marsha Laine Dungog and Back9 Management Managing Director, David Laanemaa, will provide an overview of the U.S. tax classification of foreign retirement and pension plans and identify issues related to retirement plans for cross-border employees moving between the U.S., Canada and Australia.
Please join us!
Registration ends at 9:00 am PST on January 21, 2021
Zoom Link & Materials: An email with the webinar access link along with the materials will be sent after 9:00 am on the morning of the program.