$35
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Particularly in cross-border planning, tax residency is frequently the key initial concept for the advisor to consider. Tax residency (as well as U.S. citizenship) is the lynchpin of federal and California worldwide income taxation and the imposition of potentially onerous tax compliance burdens. Seeking to plan one’s affairs to avoid U.S. (as well as state) tax residency will often result in a substantially reduced U.S. tax liabilities and reduced state and federal filing and other
compliance burdens.
This timely presentation will focus on the complex rules for determining an individual’s residency status for federal income tax and transfer tax purposes and the tax impact of such determinations and will include comparisons with select state and foreign tax residency concepts.
Paul is of counsel in the private client and tax team. He has over 35 years’ experience focused on global planning matters. Paul is widely recognized for his practice in cross-border and entertainment tax planning. His clients have ranged broadly from high-net-worth individuals; foreign investors in U.S. real estate and other U.S.-situated assets; Americans with offshore investments, acquisitions and business activities; and actors, musicians, writers, producers, directors and agents; to film production and distribution companies; public and closely-held businesses; and financial institutions.
Paul’s practice emphasizes international income tax, international estate and gift tax, and entertainment tax planning; international estate administration; international wealth transfer planning; other international planning for high-net-worth individuals; inbound planning for businesses seeking to set up, acquire or dispose of, manufacturing, distribution, licensing or other operations in the United States; outbound planning for U.S. businesses establishing or acquiring foreign operations; international tax withholding; and cross-border tax reporting, compliance and controversy issues.
His practice includes U.S. real estate transactions involving foreign parties; international film production and distribution; United States and California withholding tax issues with respect to non-U.S. individuals, corporations and other foreign entities; planning for executives and other foreign individuals moving to or from the United States; income and estate tax planning for U.S. citizens moving abroad, with or without terminating their U.S. citizenship; and structuring for, and assisting with, the organization of, foreign corporations, foreign limited liability companies, foreign trusts and other foreign entities.
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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
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