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Wealthstream Advisors is pleased to share a webinar to help educate well-intentioned taxpayers and explore how to avoid common “tax traps” and non-compliance penalties when starting life abroad. The webinar also presents options available to remedy past mistakes.
Featuring international tax and financial planning experts from the Patterson Belknap law firm, this recording offers a unique opportunity to learn more about:
- Disclosure requirements for banking and investment accounts abroad.
- International income, inheritance, and property reporting requirements.
- Recommendations for leveraging the right expertise to avoid penalties.
Please complete the form to access the webinar:
Speaker: Jenny L. Longman
Jenny Longman is Counsel in Patterson Belknap’s Tax Department where she advises clients on numerous domestic and international tax issues, including partnership tax issues, corporate reorganizations, business acquisitions and dispositions, cross-border withholding issues, foreign and domestic trust matters, exit tax planning, and international estate planning.
She has counseled clients under audit by the IRS and New York State, as well as many clients who have chosen to come into U.S. tax compliance through the Offshore Voluntary Disclosure Program, the Streamlined Filing Compliance Procedures, and other IRS programs focused on foreign asset reporting.
Speaker: Irene J. Kim
Irene Kim is an Associate in Patterson Belknap’s Tax department where she advises clients, including investors, investment funds and family offices, on various domestic and international tax issues, including investment structuring, partnership tax issues, business mergers, acquisitions and dispositions, and cross-border withholding and compliance issues. Prior to joining the firm, Ms. Kim practiced tax law at two global law firms in New York.
Host: Brenna McLoughlin, CFP®, Global Financial Planning Fellow
As a Senior Advisor and Shareholder at Wealthstream Advisors, Brenna McLoughlin takes great care in building personal client relationships, using this background to deliver investment strategies that are customized for each individual client’s values, goals, and financial situation.
An expert on international financial planning, Brenna has been featured on Jill Schlesinger’s Jill on Money podcast, CBS News, and quoted on CNBC.