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BEGIN:VEVENT
DTSTART:20220929T000000Z
DTEND:20220929T023000Z
LOCATION:Sutter Club (Sacramento Room) / Zoom
UID:2325820220929T000000ZSEPC September Meeting
DTSTAMP:20260408T100958Z
DESCRIPTION:\n\n \n \n \n\nSeptember Meeting\n\nCross Border Tax Issues Affecting More than Just the Ultra-Wealthy\n\nSpeaker\n   [Peter Trieu, Partner - Crowe LLP](/assets/Councils/SacramentoEPC-CA/userContent/files/Trieu%20Peter%20bio.pdf)\n\nDescription\n \nIf you think cross border tax issues are just a problem for the ultra-wealthy... think again.  Many advisors that serve individuals or families, when faced with the question, “Does your client have cross-border tax issues?”, may quickly and emphatically respond with “No, of course not!” when in fact that may not be the reality.  What about that client/couple in their mid-40’s who were born and raised in the US, but one spouse has a parent who spends half of every year in Asia visiting the ancestral family home that will ultimately be passed down to your client?  What about your long-time client’s grown child who wants to buy a rental property and just happens to just have married an Australian citizen, and the two of them plan to change their permanent residence from the US to Australia in the near-term? \n \nThere are a multiplicity of U.S. tax issues that commonly affect many individuals with even tangential ties overseas.  This presentation serves as an overview of some of those issues, and will cover the U.S. tax effects in various scenarios: \n When do you become a U.S. tax resident for income taxes?  How about estate taxes? What if you are gifted or inherit property from a nonresident of the U.S.? What if you are the beneficiary of a foreign trust (even if the trust was settled under U.S. law)? What if your nonresident relative invests in U.S. real property? \nFollowing the presentation, you will have answers to the above questions, and some planning ideas on how to minimize the U.S. tax effects of your own situation, as well as an understanding of the compliance to fulfill to avoid some very harsh penalties.\n \nZoom Attendees\n Please sign in promptly so you have adequate opportunity to prepare for the meeting. \n \nZoom information will be emailed the day before as well as the time to sign in for the meeting.\n\nAgenda\n Registration/Cocktails: 5:00 p.m.\n Meeting/Dinner: 5:45 p.m.\n Presentation: 6:30 p.m. - 7:30 p.m.\n\nCost\n SEPC Members (Zoom): $30 Non-Members (Zoom): $45 \n \n \nFor More Information\n Contact: Raquel Altavilla\n Phone: 916.715.5939\n Email: admin@sacepc.org\n\n  \n \n \n \n\nRegistration will close on Monday, September 26.\n
SUMMARY:SEPC September Meeting - Sacramento Estate Planning Council 
PRIORITY:3
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