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Academy of Financial Services Annual Meeting 2022

September 27–28, 2022

Virtual Conference via Zoom

A Case Study of Non-U.S. Person Buying Real Estate Property for A U.S. Person

Tuesday, September 27, 2022 at 3:00 PM–3:55 PM EDT add to calendar

cross-border planning, international estate planning, gift tax planning, estate tax planning

Short Description

Non-U.S. persons are subject to estate, gift, and generation-skipping taxes on their U.S. situated assets. Many tax planning techniques can proactively help financial planning professionals to guide clients to minimize the unfavorable tax consequences and stay in compliance with U.S. Tax laws.

Lead & Corresponding Author

Chia-Li Chien, PhD, CFP, PMP, Value Growth Institute and The American College of Financial Services

Additional Authors

Hratch J Karakachian, CPA, ESQ, Hratch J Karakachian, CPA (self-employed), California Lutheran University