SDTA Fall Forum 2025 Deck Highlights: Recent Developments in U.S. International Tax and Foreign Trusts

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is excited to share key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the first of seven:

Recent Developments in U.S. International Tax and Foreign Trusts

Overview of proposed §§6039F and 6048 rules, trust migration reporting, dual-resident issues, deemed distribution traps, CTA intersections, penalty enforcement, and notable cases shaping foreign trust compliance.

View this deck...