Crystal Clear Financial Group, LLC

NAEPC Webinar: International Tax Concerns for High Net Worth Individuals

Date: Wednesday, December 13, 2023
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Chaya Siegfried, CPA, MST

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This intermediate session will address some key issues that High Net Worth individuals with cross border assets encounter. We will speak about cross border tax implications of various asset structures including the impact of Foreign tax credits, the foreign tax credit limitation rules and the recent foreign tax credit regulations. We will also address some of the key challenges of US High Net Worth Individuals living overseas.

 

Chaya Siegfried is a Lead partner in the International Tax Services group at Withum. Chaya has extensive experience in working with High Net Worth Individuals planning and structuring their cross border assets and addressing the related compliance needs.  She is an expert in Foreign Tax Credit, Controlled Foreign Corporations, Passive Foreign Investment Companies and cross border trusts.

 

REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.

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The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.


2024 Fees 

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during 2024 for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ​
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 


Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimenary basis!  Participants must create an account and then register for the webinar they would like to attend.

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