The course reviews several tax planning techniques for the foreign real estate investor.  The foreign investor often has several advantages that the U.S. taxpayer may not have. This course explains the tax law in general affecting foreign investors and provides descriptions for many of the techniques that are necessary on behalf of the foreign investors due to their unique circumstances.

The course includes guidance on how to avoid the U.S. estate tax that is asserted on foreign investors that own U.S. real estate directly and pass away; how to preserve the foreign investor's anonymity as many foreign investors are fearful of kidnappings, etc. in their own country when their degree of wealth is known; and how to take advantage of several tax planning techniques unavailable to the American taxpayer that will improve the foreign taxpayer’s potential profits.

Learning Objectives
  • Explore how to avoid the U.S. estate tax that is asserted on foreign investors that own U.S. real estate directly and pass away.
  • Discover how to preserve the foreign investors anonymity as many foreign investors are fearful of kidnappings, etc. in their own country when their degree of wealth is known
  • Discover how to take advantage of several tax planning techniques unavailable to the American taxpayer that will improve the foreign taxpayer’s potential profits.
Last updated/reviewed: August 27, 2023
4 Reviews (16 ratings)

Reviews

3
Member's Profile
The presentation was a bit long-winded, which made it difficult for me to follow. Also, the terminology in the presentation did not always seem consistent.

3
Member's Profile
Some of the questions on the exam do not seem to be covered in the course.

3
Anonymous Author
General concepts are useful, but not a technical course by any means.

5
Member's Profile
Great course, many ideas for tax planning to think about.

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Tax Planning Techniques for The Foreign Real Estate Investor9:27
  OUTLINE: Principle Objectives8:12
  Investment and Tax Objectives4:44
  Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 18:25
  Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 23:18
  Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 34:44
  Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 48:26
CONCLUSION
  Conclusion11:52
CONTINUOUS PLAY
  Tax Planning Techniques for The Foreign Real Estate Investor Full Video59:08
SUPPORTING MATERIALS
  Slides: Tax Planning Techniques for The Foreign Real Estate InvestorPDF
  Tax Planning Techniques for The Foreign Real Estate Investor Glossary/IndexPDF
  Supporting DocumentPDF
REVIEW AND TEST
  Review Quizquiz
 Final Examexam