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.
Target Audience
CPAs, tax preparers and advisors who what to stay current on the latest developments on international tax issues.
Course Objectives
Determine holding structures for Foreign-owned real estate
Understand tax liability as a non-resident
Identify the difference between different foreign trust types
Subjects
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
