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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: November 14, 2019

1 Review (2 ratings)Reviews

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  9:27Introduction to Tax Planning Techniques for The Foreign Real Estate Investor
  8:12OUTLINE: Principle Objectives
  4:44Investment and Tax Objectives
  8:25Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 1
  3:18Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 2
  4:44Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 3
  8:26Individual Tax Payer, U.S. Corporations, Foreign Corporations; Operating Income & Gains from Sale Part 4
CONCLUSION
  11:52Conclusion
CONTINUOUS PLAY
  59:08Tax Planning Techniques for The Foreign Real Estate Investor Full Video
SUPPORTING MATERIALS
  PDFSlides: Tax Planning Techniques for The Foreign Real Estate Investor
  PDFTax Planning Techniques for The Foreign Real Estate Investor Glossary/Index
  PDFSupporting Document
REVIEW AND TEST
  quizReview Quiz
 examFinal Exam