Bridgeford Trust is very pleased to be participating in an upcoming webinar – “International Private Client Issues for Non-US Residents” – scheduled for Thursday, May 30, 2019 at 1:00pm EDT. The program is produced by Strafford, a leading education company providing premium CLE and CPE courses designed for planning professionals in over 40 legal, accounting, and tax practice areas.
This webinar will provide tax advisors with a practical guide to the planning opportunities and potential tax pitfalls involved in providing private client services for high net worth non-resident clients with U.S. tax presence. The panel will go beyond the basics to detail intricate strategies for minimizing income tax, including basis strategies for non-U.S. sitused assets, structuring “drop-off” trusts, and planning for the possibility of the nonresident alien’s return to the country of origin.
The panel includes David Warren, Co-Founder and Chairman of the Board of Bridgeford Trust; Patrick McCormick, Principal at Drucker & Scaccetti; and Stephen Williams, Business Advisory Partner at PW Associates. Listen in as they provide a thorough guide to the critical skills and practices of serving high net worth individuals and families through a private client services practice.
The panel will review these and other important issues:
What are the key considerations in wealth preservation before a foreign individual becomes a U.S. resident for tax purposes?
How to avoid anti-deferral rules in pre-immigration transactions.
Determining whether a “drop-off trust” should be structured as a domestic or a foreign trust under the rules of Section 7701.
Helping non-U.S. taxpayers identify the optimal framework and structure for a family office to handle U.S. sitused assets.
https://bridgefordtrust.com/wp-content/uploads/2019/05/international-client.jpg320700mauserhttps://bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2019-05-21 11:28:272019-05-21 11:28:27Bridgeford Trust to present on "International Private Client Issues for Non-US Residents" Webinar – May 30
As an independent, full service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world class multi-family office and third party fiduciary services to domestic and international families.
Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in New York, California, Florida, South Dakota, and Pennsylvania.