On June 13, Tax and Accounting Director Peggy Ugent was a featured speaker at the American Institute for Certified Public Accounts’ 2017 Advanced Estate Planning Conference in Las Vegas, Nevada. Her presentation, entitled “Looking Beyond our Borders – U.S. Income, Estate and Gift Tax Implications,” examined the complexities surrounding U.S. taxation and the reporting requirements of individuals and businesses with cross-border activities. You can click here to download her presentation.
Ms. Ugent, who is the Vice-Chair of the AICPA’s Trust, Estate and Gift Technical Resource Panel, also joined other members of the panel on the morning of June 15 for the AICPA Trust, Estate & Gift Tax Policy & Advocacy Update.