International Tax Lunch Series 2024

Overview

The International Tax Lunch Series covers various interesting, current tax topics that face practitioners with clients with international interests and tax needs. Some of the subjects we will look at in the 2024 season include. Issues related to foreign real estate, foreign grantor trusts, expatriation income, real estate holding structures, and more.

Highlights

• May 2024: Foreign-Owned Real Estate Holding Structures: Corporate Structures In Depth • June 2024: Foreign-Owned Real Estate Holding Structures: Trust Structures in Depth • July 2024: Foreign-Owned Real Estate Holding Structures: Fixing Problems • August 2024: Foreign-Owned Real Estate, the Ownership Phase: Income Taxation • September 2024: Real Estate Disposition Case Study: Sale of a California Personal Residence – Taxation, Withholding, Tax Returns • October 2024: Preparing an Expatriation Income Tax Return and Form 8854 • November 2024: What Kind of Trust is This? Foreign/Domestic, Grantor/Non-grantor, Simple/Complex • January 2025: Foreign Grantor Trusts: Taxation, Tax Compliance, and Use Cases • February 2025: Foreign Non-grantor Trusts: Taxation, Tax Compliance, and Use Cases • March 2025: Foreign Non-grantor Trust Distributions to U.S. Beneficiaries

Prerequisites

None

Designed For

CPAs, tax preparers and advisors who what to stay current on the latest developments on international tax issues.

Objectives

• Determine holding structures for Foreign-owned real estate • Understand tax liability as a non-resident • Identify the difference between different foreign trust types

Preparation

None