US taxation and information reporting for foreign trusts, their owners and US beneficiaries. 16 November 2023

Host group
Host Left
Hosted by
STEP Barbados
Event Type

Barbados Yacht Club, Bay Street
Bay Street
St. Michael,

Stephen P Erb, CPA, TEP
Steve has 35 years of cross-border tax experience beginning with Arthur Andersen & Co. in their Pittsburgh, New York and Frankfurt offices. Steve and his firm advise clients on a wide range of complex tax matters with a focus on multinational tax planning and compliance for U.S. beneficiaries and owners of foreign trusts and foreign bank accounts (including throwback tax and FBAR issues), U.S. estate and beneficiary tax compliance and planning for both US and foreign estates and beneficiaries, U.S. investors in foreign partnerships and corporations (including PFIC and CFC issues), expatriation and pre-immigration planning and reporting, and U.S. tax matters for international owners of U.S. entities and real estate.

Hunter J. Grafton
Hunter regularly guides clients faced with complex multi-jurisdictional structures including non-US trustees dealing with planning and reporting compliance for their US beneficiaries. This includes the Transition Tax (Section 965) and the Global Intangible Low-Taxed Income (GILTI) Tax, as well as PFIC and CFC issues. He frequently works with clients on pre-immigration and Exit Tax planning
opportunities. Hunter has extensive experience with US compliance for foreign transactions including Forms 926, 3520, 5471, 5472, 8621, 8858 and 8865.

Samuel M. Jockel
Sam assists trust company clients with income reconstruction under US rules in order to determine DNI (Distributable Net Income) and UNI (Undistributed Net Income). His work involves capturing US and foreign withholding taxes and properly accounting for investments in PFICs (Passive Foreign Investment Companies) and corporate and government bonds. Sam also has extensive experience preparing Foreign Non-Grantor Trust Beneficiary Statements

To register your attendance, please complete the attached Registration form and e-mail Julie-Anne Smith ([email protected]).

Cost group
Event Cost
STEP Member
Non STEP Member
12:00 - 14:45
Add to Calendar Disabled