SLW Speaks at CalCPA International Tax Conference 2025

On January 29, Tyler Dixon and Qi Wang will present at the CalCPA International Tax Conference in Los Angeles, CA.


Attend our session during the conference

January 29 at 11:50 a.m.

Form 3520 Issues – Foreign Trusts and Foreign Gifts

In this session, we will explore the fundamentals of Form 3520, including the definition of a foreign trust, disclosure requirements and tax implications for foreign grantor trusts vs. nongrantor trusts, and reporting of gifts and inheritance from foreign persons.

Topics Covered: 

  • Definition of a foreign trust

  • Disclosure requirements and tax implications

  • Reporting of gifts and inheritance from foreign persons


If you are interested in learning more about how we can help you with Foreign Trusts and Foreign Gifts, please contact us.

Tyler Dixon,
Partner

+1 415 217 6941
Email Tyler

Qi Wang,
Tax Manager

+1 415 217 6904
Email Qi

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SLW to Speak at Financial Planning Association: U.S. Income Tax Rules for Assets Held Outside of the U.S.