Anthony Vitiello, Chair of Connell Foley's Taxation and Estate Planning Group, is presenting a live webinar titled "Estate Planning Considerations for Dual Residents" on August 19, 2020.
With complex U.S. tax rules involving international clients changing frequently, domestic advisors are further challenged by a contrasting variety of rules and legal regimes of the countries in which dual resident clients or their assets are located. Tony's presentation is intended to serve as guidance for both domestic advisors and dual resident individuals. It will cover the intricacies of the dual residency rules and a number of key non-tax and tax factors that must be considered when advising dual resident clients and when designing tax-efficient and viable estate plans. This information is also intended to help determine whether a dual resident client is in compliance with applicable U.S. tax obligations.
This webinar is geared towards attorneys, estate planners, accountants, CFO's, controllers, business owners and managers, tax managers, financial planners and enrolled agents. Certain continuing education credits are available to attendees.