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AICPA & CIMA ENGAGE 2021


EST2105 - EST2105. Preimmigration Estate Tax and Income Tax Planning: Lessons from the Beatles


Jun 7, 2021 1:30pm ‐ Jun 7, 2021 2:45pm

Description

This session is intended for professionals who advise nonresident alien clients on U.S. estate, gift, and income tax planning. The speech will include pre-immigration estate and gift tax planning designed to minimize future U.S. transfer tax liability for nonresident aliens who intend to emigrate to the United States in order. Topics covered will include structuring of ownership of assets, gift planning, and trust planning. The talk will also cover pre-immigration income tax planning, with a view towards reducing future U.S. income tax liability.

Learning Objectives
1. To equip advisers with the knowledge needed to advise nonresident alien clients on pre-immigration estate and gift tax planning.
2. To equip advisers with the knowledge needed to advise nonresident alien clients on pre-immigration income tax planning.

Speaker(s):

Tags: EST
Category: Concurrent Session (Onsite and Online)

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