In the News

12/2019

Identifying Business and Investment Trusts

  • picture of Severiano E. Ortiz
    Severiano E. Ortiz

Present lecture on how to identify whether a trust is in fact a trust for U.S. tax purposes. Often times we are working with “trusts” that are actually Investment or Business Trusts and more properly treated as disregarded entities, corporations, or partnerships from a U.S. tax perspective (much to the surprise of our clients). RSM US LLP – National Internal Training. December 2, 2019.

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