In the News

11/2018

Cross-Border Tax Issues Affecting the Private Client Services Client

  • picture of Severiano E. Ortiz
    Severiano E. Ortiz

Our presentation covers the basics of cross-border estate/gift/income tax planning with a focus on identifying tax residency and domicile, domestic versus foreign trusts, international information compliance, and delinquent filing procedures. RSM US LLP – National Internal Training. November 28, 2018.

Presentations