Moving or Investing Across Borders: Tax Traps for the Wary

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Moving or Investing Across Borders: Tax Traps for the Wary

Program Originally Presented Wednesday, May 21, 2025

This esteemed panel of tax attorneys unwraps traps for unwary taxpayers and investors that they may find themselves in when moving across U.S. borders. This hour-long CLE will address, in part, U.S. tax and annual reporting or filing obligations of U.S. citizens abroad including the payment of U.S. taxes when outside the U.S. Panelists also examine issues that may arise with certain investments abroad including PFIC (passive foreign investment company) traps, and the ownership of foreign mutual funds. Finally, hear FIRPTA (Foreign Investment in Real Property Tax Act of 1980) planning and mitigation strategies.

Investors and taxpayers should be cautious of the unique tax challenges that arise when moving or investing across borders. Attend this CLE program to hear strategies and guidance on how to avoid tax traps that can lead to unexpected liabilities.

Panelists:
Dean V. Krishna, Esq.
Chair, Tax
Stradley Ronon Stevens & Young, LLP

David G. Shapiro, Esq. (He/His)
Partner; Chair – Tax & Employee Benefits Group
Saul Ewing LLP

Stephanie S. Vogel, Esq.
Partner, Tax, Employee Benefits, and Trusts & Estates Departments
Dilworth Paxson LLP

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