Webinar: “Notice 97-34 and Foreign Trust Tax Reporting Issues” - 22 September 2020

Host group
Host Left
Hosted by
STEP New York
Event Type
Web Event
Date

The panel will be discussing foreign trust tax reporting issues for foreign grantor and nongrantor trusts including:

  • general reporting requirements
  • foreign trust beneficiary statements
  • duplicative reporting issues
  • foreign retirement plans
  • late or amended filings
  • N.Y. STEP’s Responses

Speakers:

  • Eli Akhavan, Senior Counsel, Norton Rose Fulbright
  • Jack Brister Founding Member, IWTAS
  • Ellen Brody, Partner, Roberts & Holland
  • Ladidas Lumpkins, Partner, Praeger Metis
  • Olga Sanders, Associate, Baker McKenzie
  • Scott Sambur, Partner, Seward & Kissel
  • Magda Szabo, Member, CS CPA PLLC
Cost group
Event Cost
US Dollars
35.00
STEP members
US Dollars
50.00
Non members
Schedule
13:00 - 14:00
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 CLE provided
Contact
Kristin Beane
Add to Calendar 2020-09-22 00:00:00 2020-09-22 00:00:00 Webinar: “Notice 97-34 and Foreign Trust Tax Reporting Issues” - 22 September 2020 The panel will be discussing foreign trust tax reporting issues for foreign grantor and nongrantor trusts including: general reporting requirements foreign trust beneficiary statements duplicative reporting issues foreign retirement plans late or amended filings N.Y. STEP’s Responses Speakers: Eli Akhavan, Senior Counsel, Norton Rose Fulbright Jack Brister Founding Member, IWTAS Ellen Brody, Partner, Roberts & Holland Ladidas Lumpkins, Partner, Praeger Metis Olga Sanders, Associate, Baker McKenzie Scott Sambur, Partner, Seward & Kissel Magda Szabo, Member, CS CPA PLLC STEP New York STEP New York Europe/London public