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Dr. Chien will delve into the complexities of U.S. taxation as it applies to non-U.S. persons. Based on Dr. Chien’s comprehensive case study published by SAGE Business Cases in 2023, this presentation will offer attendees a deep dive into strategic tax planning to minimize the tax burden associated with such investments.
Reference: Karakachian, H.J. & Chien, C., (2023). A Case Study of Non-U.S. Person Buying Real Estate Property in the U.S. In SAGE Business Cases. SAGE Publications, Ltd. https://dx.doi.org/10.4135/9781529619249
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- The tax implications for non-U.S. persons buying U.S. real estate, including income, estate, and gift taxes.
- Gifting strategies for U.S. real estate between spouses and children, and the associated tax impacts.
- Recommendations for tax-efficient titling and holding U.S. real estate by various entity structures.
Presenter
Chia-Li Chien, PhD, CFP®, PMP®, CPBC
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Buying U.S. Property for Non-U.S. Persons
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