EST2205. Inbound Tax Planning

To submit a question or participate in polling, click the link above. Presenters will discuss the US income tax and transfer tax implications for non-US persons buying U.S. real estate or securities and the most tax efficient structures to consider. Will also discuss planning related to leaving assets to US beneficiaries.

Learning Objectives:

• Evaluate the income and transfer tax ramifications of a non-US person owning US assets
• Determine how to leave assets to US beneficiaries in a tax efficient manner
• Identify how to structure ownership of US assets in a tax efficient manner