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April 2016 International Tax Lunch: Tax Planning for Foreign Service Providers with U.S. Clients

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October 11, 2016 - Rachel Allen

April 2016 International Tax Lunch: Tax Planning for Foreign Service Providers with U.S. Clients

Tax Planning for Foreign Service Providers with U.S. Clients

You are a non-U.S. consultant, web developer, programmer, or other service provider,  and you are hired by a U.S. client.

This month’s International Tax Lunch walks you through the U.S. tax laws that apply to you. What will you pay? What paperwork will you file? What can you do to reduce or eliminate tax, paperwork, or both? We will discuss using transfer pricing techniques — they can work, even micromultinational businesses, like a one-person service provider.

Presenter: Phil Hodgen
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October 11, 2016 - Rachel Allen

May 2016 International Tax Lunch: PFIC Tests in Depth for Operating Companies

PFIC Tests in Depth for Operating Companies

The passive foreign investment company (PFIC) rules are mechanical tests.  An operating company that is actually doing business can fall afoul of them in the right circumstances.  This session discusses some of the circumstances that may make an operating company a PFIC and what to spot to see if they are PFICs.

Presenter: Haoshen Zhong

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October 11, 2016 - Rachel Allen

July 2016 International Tax Lunch: How To Use Nongrantor Trust Structures For Foreign Investment In U.S. Real Estate

How To Use Nongrantor Trust Structures For Foreign Investment In U.S. Real Estate

Nongrantor trusts (foreign or domestic) have significant tax advantages for foreign investors in U.S. real estate. But these tax advantages come at a cost. Trusts are complicated and expensive to set up and operate. The investor loses control over the trust assets. The capital — and the capital gain — now belongs to the trust, not the investor.

In this one-hour session, Phil will walk you through a typical real estate holding structure for a foreign investor. When do you select a foreign or domestic trust? How do you design the trust for the desired tax results?... continue reading

September 30, 2016 - Rachel Allen

August 2016 International Tax Lunch: Taking Your Trust Across the US Tax Border

Taking Your Trust Across the US Tax Border

Presenter: Haoshen Zhong

You set up a family trust with your spouse.  And now you want to move — across the US border. This session discusses what happens to your trust when you change between a US resident (or citizen) and a nonresident alien.

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