James C. Sexton, Jr., LL.M., one of my business partners, will be in Vienna Tuesday, June 5, 2012, to deliver a free presentation in English focusing on the U.S. tax and disclosure obligations for U.S. citizens or long-term residents living overseas. It’s entitled “Tax Obligations of U.S. Citizens Living Abroad“ and will focus on assisting U.S. citizens and green card holders living in Austria or other countries to comply with their U.S. tax obligations. Jim’s talk is sponsored by the American Chamber of Commerce in Austria and the Austro-American Society.
Jim Sexton is my”go-to” guy when I have questions about the arcane world of U.S. international tax laws and regulations. He understands the rules relating to controlled foreign corporations (CFCs), passive foreign investment companies (PFICs), the foreign earned income exclusion (FEIE), tax treaties, expatriation, and much more. Jim also recently opened an office in Vienna for his international tax preparation and planning firm, The Esquire Group. The office is set up to provide full-service U.S. tax preparation services for non-resident U.S. citizens and businesses.
James C. Sexton, Jr., LLM
Jim will deliver his lecture at 6.30 p.m. June 5 in the clubrooms of the Austro-American Society, Stallburggasse 2, 1010 Vienna.
To reserve your place at Jim’s lecture, or to inquire about tax preparation and compliance services in Vienna, e-mail service@esqtax.com.
Mark, i have been reading some posts and am interested in setting up an international trust. I am unsure of what happens with any IRA funds both regular and Roth. how are those handled and do they lose their tax status if placed in a trust. Thanks for your help
Dan, it’s not a good idea to put IRA funds in a trust because doing so generally ends the IRA’s tax-deferred status.