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Webcast: Foreign Trusts: Returns and Compliance (CAFTSI16)
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11/9/2016
When: 11/9/2016
11:30 AM until 12:30 PM
Where: Webcast
CALCPA
4163015A
United States
Presenter: Debra Rudd, CPA


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Acronym CAFTSI16
CPE 1 hour
Vendor CalCPA
Category
Tax
Level Overview
Yellow Book No
Prerequisite None
Who should attend CPAs and lawyers new to the international tax area or looking to update their knowledge of foreign trust reporting requirements.
Members $30
CPA Non-Members $50

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

Learn how to report contributions to, ownership of and distributions from foreign trusts on Forms 3520 and 3520-A. We will cover some common real-world scenarios and include examples of the calculations you will perform. as well as walk through how to prepare the necessary forms.

Materials are provided as an ebook.

Objectives

  • Determine how to report contributions to a foreign trust.
  • Identify the reporting of ownership of a foreign trust on Form 3520 and 3520-A.
  • Calcualte taxable income and tax on distributions from a foreign trust to a U.S. beneficiary in different scenarios.
  • Identify the concepts of loans to and from a foreign trust and the reporting requirements that may apply.

Topics

  • Foreign trust classification.
  • Income tax return and reporting requirements for foreign trusts and U.S. beneficiaries of foreign trusts.

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