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
Zoom
Keywords
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
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