This recorded webinar originally ran live on May 15, 2013. As an eLearning course, you must pass the final exam of this course to receive CPE credit.

Course Level: Intermediate

Course Prerequisites: A basic understanding of transfer taxation

Delivery Method: Self-study

After completing this course you will be able to:

• Be conversant with the primary rules, opportunities and limitations with respect to the U.S. transfer taxation of Non-Citizens (both residents and nonresidents).
• Spot common domicile and property situs issues.
• Conceive of a plan that is tax efficient without creating undue compromises on a client’s lifestyle.
• Warn non-citizens about tax issues which are unique to the U.S. tax code.

CPE

1.5

CLE

N/A