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California Lawyers Association 2025 Estate and Gift Tax Conference (March 6-7, 2025)

March 6, 2025

Tax Treaties for the Wealth Transfer Professional

San Francisco

The United States has income tax and wealth transfer tax treaties with a number of foreign countries. Under these treaties, residents (not necessarily citizens) of foreign countries may be eligible to be taxed at a reduced rate, minimize wealth transfer taxation and avoid double taxation that can arise when two countries both have the right to tax a decedent/taxpayer. Learn about this fascinating and usually misunderstood area of wealth transfer taxation and planning. Note this is particularly timely with the recent 2801 regulations that were just issued on covered gifts and bequests which IRS will now need to enforce. Also learn about the new reporting and filings that will result from these regulations.

Click here to learn more about the conference and to register.