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Foreign Trust Compliance
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Join us for Foreign Trust Compliance

Event Overview

For many years, the foreign trust has been a useful tool for estate planners and individuals. However, due to congressional and IRS scrutiny and the complexity of laws and regulations, ensuring foreign trust compliance is challenging.

The practitioners maintaining the international trust structures should not seek a cookie-cutter approach but instead focus on developing in-depth knowledge. With training, practice, and proper procedures in place, the foreign trust tax compliance process could be a very rewarding experience.

Date and Time
Thursday, July 25 | 12 - 1 p.m. CT
Online (Webinar)
Learning Objectives
  • Define foreign trust and identify how it is different from domestic trust.
  • Identify the role of foreign trust in international planning.
  • Discuss issues related to U.S. domestic trust established by international families.
  • Determine how to ensure the foreign trust is in compliance.
  • Examine reporting obligations of trustee, grantor, beneficiary, and underlying entities.
  • Summarize the penalties and possible abatement.
  • Beatrice Skyberg
    Beatrice Skyberg, CPA, CFP, AEP
    Senior Manager
    Beatrice has more than 16 years of public accounting experience providing services to a variety of clients. She specializes in international and domestic fiduciary, gift and estate taxation and provides corporate, partnership and individual taxation services. Beatrice assists with compliance, consulting and planning services for a variety of nonprofit organizations and private foundations.
  • Jared Johnson
    Jared G Johnson, EA
    Principal - Global Mobility Practice Leader - International Tax
    Jared is an international tax specialist who focuses on helping company clients manage the various domestic and international tax issues that come with moving employees across international borders to work. Jared also assists individual clients with cross-border issues related to tax/estate planning and compliance services. He has experience working for the Big Four and is a recognized leader in this field.
  • CPE Credits
  • Field Of Study
  • Level Of Knowledge
  • Delivery Method
    Group-Internet Based
CPE Sponsors
Eide Bailly LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Additional Information
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. CPE credit will not be available for watching the recording or on-demand webinar. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.

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