Tax Form 3520 is an information form used by
- U.S. beneficiaries to report receipt of distributions from foreign trusts,
- U.S. grantors to report ownership of the income and assets of foreign trusts, or
- U.S. persons who receive large gifts from foreign persons.
It is important to file the form correctly and timely in order to avoid harsh penalties. This program will cover a practical approach for when the form is filed late by a person receiving a large gift from a foreign donor and finds that a 25% penalty is assessed.
HOST/MODERATOR
- Jonathan I. Shenkman, Associate Director of Investments/Financial Advisor - Oppenheimer & Co. Inc.
SPEAKERS
- Stanley C. Ruchelman, Chairman
- Neha Rastogi, Associate
Date & Time
Tuesday, November 29
8:30 A.M. – 9:00 A.M.
Location
Online
Link to Webinar Provided Upon Registration
For questions regarding this and other Ruchelman events, contact marketing@ruchelaw.com.