Virtual
Global Mobility from a Tax Perspective 2024
Date: Jan. 24, 2025
Time: 9 – 10 a.m. PT
CPE: 1
Overview
This course will consider federal income, estate tax, and California tax upon an international move into or out of the US and California, specifically.
Product Code
1000002910-126222
Credit Type
CPE: 1CPE-Technical: 1CTEC-FTL: 1Intended Audience
CPAs and Attorneys working with clients with international interests.
NASBA Field of Study
Taxes
Level of Difficulty
Advanced
Prerequisites
None.
Advance Preparation
Some knowledge of residency and domicile is preferred.
Learning Objectives
Major Subjects
- Effect of community property
- Application of treaties
- Federal income and estate tax
- California income tax
Faculty
Naomita Yadav
Naomita Yadav has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents.Naomita advises families with generati...
More about Naomita YadavAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.