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This course covers considerations for noncitizen nondomiciliaries in the transfer tax sector. It also covers overview of general nonresident tax/classification background, and nondomiciliary status, juxtaposing the standard with nonresident alien status in the income tax sector and discussing treaty alterations.

This course covers the following Topics:

  • Background Considerations
  • Initial Considerations - Taxpayer Classification
  • Taxpayer Classification
  • United States Transfer Taxes - Classification
  • Nonresident Individuals - Transfer Taxes
  • Foreign Trusts
  • Planning Mechanics

Learning Objectives

  • Discover the considerations for noncitizen nondomiciliaries in the transfer tax sector.
  • Identify and overview of general nonresident tax/classification background.
  • Explore initial Considerations - Taxpayer Classification.
Last updated/reviewed: May 21, 2022

Prerequisites

Course Complexity: Foundational

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
  5:41Introduction to Transfer Taxes for American Nondomiciliaries
  7:03Background Considerations
  14:25Transfer Taxes for American Nondomiciliaries-Part 2
  19:48Transfer Taxes for American Nondomiciliaries-Part 2 Cont'd
  11:56Transfer Taxes for American Nondomiciliaries-Part 3
  10:50Transfer Taxes for American Nondomiciliaries-Part 3 Cont'd
  13:27Transfer Taxes for American Nondomiciliaries-Part 4
  15:18Transfer Taxes for American Nondomiciliaries Part 4 Cont'd
CONTINUOUS PLAY
  1:38:28Transfer Taxes for American Nondomiciliaries
SUPPORTING MATERIAL
  PDFSlides: Transfer Taxes for American Nondomiciliaries
  PDFTransfer Taxes for American Nondomiciliaries Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM