course

Transfer Taxes for American Nondomiciliaries

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New Course
2 Hours (On-Demand)
2.0 CPE  
Not currently accepting new students

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: January 16, 2023
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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Transfer Taxes for American Nondomiciliaries5:41
  Background Considerations7:03
  Transfer Taxes for American Nondomiciliaries-Part 214:25
  Transfer Taxes for American Nondomiciliaries-Part 2 Cont'd19:48
  Transfer Taxes for American Nondomiciliaries-Part 311:56
  Transfer Taxes for American Nondomiciliaries-Part 3 Cont'd10:50
  Transfer Taxes for American Nondomiciliaries-Part 413:27
  Transfer Taxes for American Nondomiciliaries Part 4 Cont'd15:18
CONTINUOUS PLAY
  Transfer Taxes for American Nondomiciliaries1:38:28
SUPPORTING MATERIAL
  Slides: Transfer Taxes for American NondomiciliariesPDF
  Transfer Taxes for American Nondomiciliaries Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam