Every month, a new international tax topic. Join the Hodgen Law team live—fresh insights, straight from the source. This month, we’ll explore Form 3520.

This session provides a practical guide to one of the IRS’s most commonly overlooked international reporting forms—Form 3520. Required for U.S. persons who receive large foreign gifts or inheritances, contribute to or benefit from foreign trusts, or engage in certain transactions with foreign entities, Form 3520 plays a critical role in IRS transparency efforts. We’ll cover who must file, what needs to be reported, and when the filing is due, along with the steep penalties for getting it wrong. Expect real-world examples, red flags to watch for, and a clear roadmap for staying compliant in a complex area of international tax.

View all courses in this series.

Formerly named International Tax Lunch Series September 2025