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Webinar: Foreign Retirement Plans as IRC §402(b) Employee Trusts

Portrait of Phil Hodgen

Phil Hodgen

Attorney, Principal

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This month, Phil is reviewing the US tax treatment of foreign retirement plans. We'll examine the framework for determining whether your client's foreign pension should be classified as an employees' trust under IRC Section 402. You'll gain practical tools to navigate these classification issues and identify common compliance pitfalls.

Speaker: Phil Hodgen