Webinar 09.20.23
09.20
U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions
1:00PM - 2:50PM EDT
More and more of our clients need international tax advice to help them maximize the type of compensation and benefits they offer. Jim's experience and background makes him extraordinarily well-suited to deliver this counsel.
Jim Klein has advised major international organizations on compensation and benefit matters for over 40 years.
Deeply experienced in international compensation and benefit matters, Jim has been in-house counsel to a major corporation, a senior member of one of the largest consulting firms, a tax partner at a top accounting firm, in all cases advising primarily on international issues.
Professional Highlights
- Past Chair of the ABA Employee Benefits Committee, and founding member and past Chair of the International Pension and Employee Benefits Association.
- Author of BNA International Pension Planning Portfolio
- Author of many articles, and a prominent speaker on these topics for decades.
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Associations
- Member of the Bloomberg BNA Compensation Planning Advisory Board
- American Bar Association
- former Chair of the Section of Taxation Employee Benefits Committee, and that Section's Professional Services Committee
- Chair of the ABA Tort and Insurance Section Employee Benefits Committee
- Chair of International Pension and Employee Benefits Association
Speaking Engagements
- U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions, sponsored by Strafford Publications, 09/20/2023
- Mastering U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions Webinar, sponsored by Strafford Publications, Inc., 07/06/2017
- IPEBLA 16th International Conference, sponsored by IPEBLA (International Pension & Employee Benefits Lawyers Association), 05/28/2017
Education
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J.D., Columbia Law School, 1972
LL.M., New York University School of Law, 1979
B.A., Fordham University, 1969
Admissions
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New York