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
Sincerely,
Marini & Associates PA
Miami
Contact the Tax Lawyers at
www.TaxAid.com or www.OVDPLaw.com
or Toll Free at 888 8TAXAID (888-882-9243)
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