Tax Challenges for Foreign Investors in U.S. Real Estate
Structuring Investments That Minimize Taxable Income and Capital Gains
Recording of a 110-minute CLE/CPE webinar with Q&A
This CLE webinar will provide counsel with a review of tax considerations for foreign investors in U.S. real estate, outline best practices for determining the purchasing entity, and review tax planning opportunities in structuring the deal.
Investment structure alternatives
- Individual ownership
- Ownership via U.S. LLC
- Ownership via foreign corporation
- Ownership via U.S. corporation
- Other entity structures
Tax consequences for investment structures
- U.S. income tax
- U.S. capital gains rate
- U.S. estate tax
Tax strategies for structuring the deal
- 1031 exchange
- Tiered entities
- Other strategies
The panel will review these and other key questions:
- What are the benefits of owning U.S. real estate in an individual capacity?
- What tax consequences are involved in purchasing U.S. real estate via a U.S. LLC?
- How can the foreign investor leverage the 1031 exchange in purchasing U.S. real estate?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Alan I. Appel
Mr. Appel focuses his practice in international and domestic tax planning involving taxation of mergers and... | Read More
Mr. Appel focuses his practice in international and domestic tax planning involving taxation of mergers and acquisitions, partnerships, joint ventures, limited liability companies and tax controversy matters. He is on the Board of Advisors for the Journal of International Taxation and the Journal of Taxation and Regulation of Financial Institutions.Close
Lehman Tax Law
He has practiced in South Florida for more than 38 years, primarily on various international and domestic commercial... | Read More
He has practiced in South Florida for more than 38 years, primarily on various international and domestic commercial transactions. He is a frequent writer and edited a guide on international business investment opportunities for the Florida state commerce agency.Close
Beckett Tackett & Jetel
Her practice emphasizes designing, implementing and administering outbound and inbound foreign trust and entity... | Read More
Her practice emphasizes designing, implementing and administering outbound and inbound foreign trust and entity structures. She is a frequent author and speaker on topics in international taxation and compliance, estate planning and asset protection.Close
Dorot & Bensimon
Mr. Dorot's client experience covers a wide range of international and domestic estate and business planning, and... | Read More
Mr. Dorot's client experience covers a wide range of international and domestic estate and business planning, and tax law, matters. He is a frequent lecturer and author on international tax and estate planning topics.Close