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STEP Event - U.S. Tax Reporting and Obligations for Trustees

Join Ishali Patel, Buzzacott's Expatriate Tax Services, and Erik Wallace, Stephen Harwood, in collaboration with STEP, for an informative event focusing on U.S. tax reporting and obligations for trustees.
Ishali, along with Erik Wallace of Stephenson Harwood, will focus their talk on the rules around determining the U.S. tax status of non-U.S. trusts, including the calculation of “distributable net income” (DNI) and “undistributed net income” (UNI) for U.S. tax purposes as well the responsibilities for trustees where they have a U.S. grantor and/or beneficiaries.

The speakers:
Ishali Patel is an Associate Director at Buzzacott Expatriate Tax Services in Hong Kong.  Having joined Buzzacott in 2004 as a graduate, she has specialised in all aspects of US and UK expatriate tax, with a particular focus on international pensions, expatriation and the US tax issues surrounding ownership of non-US structures (including corporates and trusts). Ishali is qualified in both US and UK tax, being an IRS Enrolled Agent and a Chartered Tax Advisor (CTA) in the UK.
Erik Wallace is a Registered Foreign Lawyer (New York) with Stephenson Harwood in Hong Kong.  He specialises in trusts and estates, taxation and international probate, especially those matters involving US persons or property.
Erik advises individuals regarding pre-immigration tax planning prior to obtaining US citizenship or a green card, as well as those looking to abandon US status. He also assists high net worth families with their overall succession planning, often working together with their family offices, businesses, trustees and foundations to meet the families’ objectives. As part of that planning he has assisted clients in structuring or re-structuring trusts, as well as establishing private trust companies and international charitable foundations.

Event information
Date: Wednesday 7 March 2018
Venue: Stephenson Harwood, 18/F United Centre, 95 Queensway, Admiralty, Hong Kong

18:00 - 19:00

For more information and to register for this event, click here

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