SLW Speaks at CalCPA International Tax Conference 2025

Written By Spott, Lucey & Wall

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

Form 3520 Issues – Foreign Trusts and Foreign Gifts

In this session, they 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

Spott, Lucey & Wall
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