If You Have Clients with Foreign Assets,
It’s Time to Get Familiar with
the Top IRS Foreign Tax Returns!

Please join us and estate planning attorney and tax planning expert, Bruce Givner, for a special presentation entitled, “Read Them and Weep!!!  The Top IRS Foreign Information Returns (Other Than FBARs and FATCA)”.

During this 90-minute presentation, Bruce will go over a number of important IRS Foreign Information Returns, including:

  • Form 3520 – Needed, for example, when a client receives a gift of more than $100,000 from an NRS
  • Form 3520A – Foreign trust with a U.S. owner – failure to file is the greater of $10,000 or 5% of the gross value of the trust assets
  • Form 5471 – U.S. shareholders of what might be a controlled foreign corporation
  • Form 5472 – 25% foreign-owned U.S. corporation or a foreign corporation engaged in a U.S. trade or business
  • Form 926 – U.S. transferor of property to a foreign corporation
  • Form 8865 – U.S. persons with interests in foreign partnerships
  • Form 8858 – U.S. persons with interests in foreign disregarded entities
  • Form 8621 – Shareholder of a PFIC
  • Program Title: PART 2: Read Them and Weep!!! The Top IRS Foreign Information Returns (Other Than FBARs and FATCA)
  • Speaker:
  • Duration: 90 minutes

Bruce Givner

Bruce Givner

Bruce Givner, Esq. is an estate and tax planning attorney of the Law Firm of Givner and Kaye, located in Los Angeles, California. Mr. Givner graduated from U.C.L.A., Columbia University Law School, and N.Y.U.’s Graduate Tax Law Program and specializes in the area of asset protection and advanced estate planning. He has personally worked with Mr. Philip Kavesh for over 30 years and continues to serve “of counsel” to Mr. Kavesh’s law firm, Kavesh, Minor and Otis, Inc.

Mr. Givner has been cited as a “tax expert” by the U.S. Tax Court, the California Court of Appeals, and the Wall Street Journal. He’s also written books on estate tax planning for the California CPA Society and the AICPA, and has co-authored three for the California Bar Association. He represented the winning taxpayers in the 1994 Tax Court case L&B Pipe and Supply, in which the IRS sought almost $2,000,000 in back taxes and interest due to alleged unreasonable compensation. The U.S. Tax Court awarded the IRS nothing.

His most recent Tax Court case, involving an FLP established on August 3, 2002, where the parent died on August 8, 2002, settled one month before trial when the IRS conceded that IRC §2036 did not apply.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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