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This webcast is a pre-recorded video presentation. Registration is required. Once completed, you will be emailed access details for the webcast.
Practitioners with clients across borders must accept a duty to be aware of the legal and regulatory frameworks of other jurisdictions. Particularly, advisors working with clients from the US may be daunted by the ‘long arm of the IRS’ and wonder how to best ensure compliance. US citizens are taxed on a worldwide basis no matter where they live, creating obligations for advisors to ensure that America clients’ file full and accurate returns. In his first STEP webcast Richard Cassell TEP of Withers LLP looks specifically at servicing US clients and ensuring that their tax requirements are met. Richard examines the best way to structure a US trust, the impact of the Foreign Accounts Tax Compliance Act (FATCA) and why it’s rewarding to work with American clients.
Speaker Richard Cassell TEP, Withers LLP Richard advises on US and international tax and trust and estate planning, with clients based in Europe and the US. He specialises in US tax strategies for individuals, international trusts and closely held business structures. Richard devotes a significant part of his practice to cross-border philanthropy and pioneered the use of dual qualified charitable structures. Richard was educated at University College London and qualified as a solicitor before moving to the US and attending the University of Pennsylvania Law School and has practiced in Washington DC and London. He is admitted as a solicitor in England, as a member of The District of Columbia and US Tax Court Bars.