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Foreign investors are prevalent in the United States in almost every form of investment; buying companies in the United States, trading and selling goods in the United States, and operating subsidiary businesses.  

The foreign investors’ tax in the United States is generally similar to the taxation of the American taxpayer, with several unique exceptions that become traps for unwary foreign investors.  This course will consider many of the traps and techniques for success when foreigners invest in the United States.

Learning Objectives

  • Explore the alternative U.S. tax patterns available to the foreign investor.
  • Identify the positive and negative aspects of tax planning techniques for the foreign investor.
  • Discover the legal methods of tax planning for United States income tax purposes.
  • Recognize the possible needs for planning for United States estate taxes.
Last updated/reviewed: November 10, 2019

1 Review (3 ratings)Reviews

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Anonymous Author
Video presenter spoke too slowly - slides where pretty meh...

Prerequisites

Course Complexity: Advanced

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  13:29Introduction to General Taxation of Foreign Investments
  10:25Exceptional Circumstances and Special Benefits
  7:55Two Types of Federal Income Taxation Patterns
  9:23Several Important Exceptions
  6:53Source of Income Rules
  9:16There Are a Multiplicity of Tax Strategies That Can Be Used to Make the Most of All Worlds
  13:17Available Entities Foreign Corporation
  2:29Tax Planning Opportunities
CONCLUSION
  8:59Portfolio Loans
CONTINUOUS PLAY
  1:22:12General Taxation of Foreign Investments
SUPPORTING MATERIALS
  PDFSlides: General Taxation of Foreign Investments
  PDFGeneral Taxation of Foreign Investments Glossary/Index
  PDFSupporting Document
REVIEW AND TEST
  quizReview Questions
 examFinal Exam