Quantum Realty Advisors, Inc.<br>Chris Losquadro<br>561-624-2680

NAEPC Webinar Series: International Tax Concerns for High Net Worth Individuals [ONLY 20 SPOTS AVAILABLE]

Date: Wednesday, December 13, 2023
Time: 3:00pm - 4:00pm
Location: Wilmington Trust
Speaker: Chaya Siegfried, CPA, MST


The Robert G. Alexander Webinar Series
"International Tax Concerns for High Net Worth Individuals"
Presented by the National Association of Estate Planners & Councils

Wednesday, December 13, 2023
3:00 PM to 4:00 PM

Wilmington Trust
2000 PGA Boulevard, Suite 4400
North Palm Beach, FL 33408

Join fellow Council members on December 13th from 3:00 PM to 4:00 PM at Wilmington Trust for a virtual webinar presented by NAEPC. Beverages and light snacks will be provided. Continuing education credit is available for Accredited Estate Planner (AEP) designees only. LIMITED to the first 20 registrants.

This intermediate session will address some key issues that high net worth individuals with cross border assets encounter. We will speak about cross border tax implications of various asset structures including the impact of foreign tax credits, the foreign tax credit limitation rules and the recent foreign tax credit regulations. We will also address some of the key challenges of US high net worth Individuals living overseas.

Speaker Chaya Siegfried, CPA, MST, is a Lead Partner in the International Tax Services Group at Withum. Chaya has extensive experience in working with High Net Worth Individuals planning and structuring their cross border assets and addressing the related compliance needs.  She is an expert in Foreign Tax Credit, Controlled Foreign Corporations, Passive Foreign Investment Companies and cross border trusts.

A very special thank you to Terisa Heine and the team at Wilmington Trust
for allowing the Council to use their office for this special webinar event!


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