• Navigating the tax return minefield
  • November 19, 2013 | Authors: Steven L. Cantor; Arthur J. Dichter
  • Law Firm: Cantor & Webb P.A. - Miami Office
  • US income tax and financial reporting rules are very complex and differ greatly from the reporting rules used by financial institutions and fiduciaries elsewhere in the world. The type of portfolio financial investments in your client’s account affect the US tax and reporting obligations, as does the characterisation of any trust structure that may be involved.