Past Event

Family Office 101, Part 7

Handling Unusual Assets: US Legal, Tax, and Planning Considerations for Cryptocurrency and Offshore Property

  • Date & Time
  • Location Los Angeles, CA
  • Event Type
    Conference
  • Add to Calendar Disabled

Part seven of our Family Office University event series was hosted in person in Los Angeles on July 31st, with web viewing available.

Topics covered by Mike, Chris, and Xiang include:

  • Current regulatory and legal landscape on the treatment of cryptocurrency and other digital assets, including best practices in transferring, taking custody of, and protecting cryptocurrency.
  • Current tax rules and reporting requirements for cryptocurrency.
  • Current issues encountered with crypto-based financial products.
  • Issues arising when US taxpayers move assets or invest abroad, with a focus on various United States tax issues relating to common structures.
  • Anti-deferral taxation regimes and relevant reporting obligations applicable to controlled foreign corporations (CFCs), passive foreign investment companies (PFICs), and foreign non-grantor trusts.

To watch a recording of this event, click here.

Contacts

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