Overview

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As your trusted advisor, Marcum’s Marital Dissolution practice team of experts have prepared a virtual Continuing Legal Education (CLE) program that explores finance/tax topics and issues that are top of mind for divorce professionals, including individual and business taxation, the use of trusts, estate planning considerations, demystifying foreign entities, how to prepare a financial plan during the divorce process, what to expect when the divorce is complete, and more.

Please join us for this session, as subject matter experts discuss foreign entities, investments and accounts.

Topics

• Understanding of how income of foreign investments are reported on US tax returns and required US reporting
• Bridging the gap between income earned and income reported on US tax returns
• Tax treaties and treatment of cross border alimony
• Transfers from non resident spouses

Panelists

Mark Chaves, CPA
International Tax Co-Leader, Partner, Advisory Services

Daniel Roche, CPA/ABV, ASA
National Business Valuation Leader, Partner, Advisory Services

Moderator:

Elizabeth Ciccone, ASA, Esq.
Director, Advisory Services

CLE Credit

ThisContinuing Legal Education(CLE) training session counts for 1.0 credit hour in Connecticut and New York. Appropriate for newly admitted and experienced attorneys (transitional/non-transitional).

This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.00 total CLE hour(s) instruction. (be sure to change the hours if the course hours are different)