I am pleased to announce that I will be speaking in an upcoming Strafford live video webinar, "Estate Planning Issues for Foreign Investors in U.S. Real Estate and Businesses: Tax Treaties, Corporate Structures" scheduled for Tuesday, August 16, 1:00pm-2:30pm EDT.
Foreign investors must consider special U.S. estate tax rules applicable to nonresident aliens to minimize potential adverse tax implications stemming from their investments in U.S. real estate and businesses. Estate planners and advisers must understand complex U.S. estate and gift tax rules impacting foreign investors and implement effective planning techniques.
Under U.S. law, transfers by gift, bequest, or inheritance are subject to an estate tax. For those classified as nonresident aliens, property situated in the U.S. at their time of death is also subject to the estate tax. Estate planners and tax advisers must identify tax opportunities and risks for these clients, implement strategies to mitigate estate tax exposure, and anticipate other estate planning issues that arise when non-U.S. citizens invest in U.S. real estate and businesses.
Our panel will provide estate planners with a helpful guide to estate planning challenges and opportunities for foreign investors holding U.S. real estate and business interests. The panel will discuss the tax rules and treaty provisions impacting estate planning associated with nonresident investors. The panel will focus on strategies to minimize gift and estate tax taxation of real estate and business interests--whether held individually or through an entity--for counsel and advisers working with nonresident investors.
We will review these and other key issues:
- What are the various tax consequences of a foreign person owning U.S. real estate or business interests?
- What estate and gift transfer tax rules apply to those classified as nonresident aliens who invest in U.S. real estate and businesses?
- What planning options are available under U.S. estate tax treaties?
- What are the residence and domicile challenges for estate tax treaty purposes?
After our presentations, we will engage in a live question and answer session with participants so we can answer your questions about these important issues directly.
I hope you'll join us!
For more information or to register >
Or call 1-800-926-7926
Ask for Estate Planning Issues for Foreign Investors on 8/16/2022
Mention code: ZDFCA
Ronald A. Marini, Esq., Attorney
Marini & Associates PA
Read more at: Tax Times blog