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-A

Form 3520-A is the IRS’s primary tool for collecting information about foreign trusts with U.S. owners. It’s often misunderstood—and frequently missed—resulting in steep penalties even when no tax is due. This session breaks down who is responsible for filing, what information must be reported, and how to coordinate with Form 3520. We’ll explore the reporting of income, distributions, trust assets, and the responsibilities of U.S. owners under the “grantor trust” rules. With increasing IRS scrutiny on foreign trust structures, this session will help professionals spot filing obligations, manage compliance risks, and guide clients through the complex disclosure process.

View all courses in this series.

Formerly named International Tax Lunch Series October 2025