Skip this Video
Download Presentation
U.S. Tax Shelters For Immigrants

Loading in 2 Seconds...

play fullscreen
1 / 8

U.S. Tax Shelters For Immigrants - PowerPoint PPT Presentation

  • Uploaded on

Freeman Tax Law is experienced and here to help you in all your OVDP, FATCA and FBAR troubles.

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
Download Presentation

PowerPoint Slideshow about 'U.S. Tax Shelters For Immigrants' - freemantaxlaw

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
U.S. Tax Shelters For Immigrants

Freeman Tax Law


Tax Advantages For Foreigners

Great coverage has been given to the treatment of U.S. citizens at foreign financial institutions. Whether the foreign banks want the U.S. clients or not should not deter foreigners from looking to the United States for investment opportunities. Great tax advantages exist for immigrants and foreign investors.

Freeman Tax Law  (855) 935-5945  [email protected] 

Immigrant Tax Planning

For wealthy immigrants coming to the United States it is important to make plans to keep them wealthy. This involves looking at their assets before they become a United States resident for tax purposes or a citizen. Assets that have appreciated should be dealt with to ensure that the gains from such assets are earned before U.S. residency and the IRS has the ability to tax them.

Freeman Tax Law  (855) 935-5945  [email protected] 

Student visas are particularly generous and tax advantageous. Students are allowed to reside in the United States for up to five years and are exempt from being treated as a U.S. resident for taxation purposes. Students are able to study and must only pay taxes on income from U.S. sources, not worldwide income. If the student is married or has a family, their spouse and children are able to reside in the United States and enjoy the same tax advantages. For wealthy individuals with business ventures in foreign countries this is particularly favorable.


Student Advantages

Freeman Tax Law  (855) 935-5945  [email protected] 

Foreign Investors

For those wishing to grow their wealth without actually residing in the United States there are unique opportunities. Understanding the regulations a foreign investor can build their wealth without ever paying U.S. taxes on the income or paying estate tax on the wealth in the United States.

The U.S. stock market is a prime example - non-resident aliens are able to invest in the stock market and receive dividend income. Shares sold for capital gain are generally exempted from U.S. taxation. A lesser known option is Portfolio Loans. These are loans made by foreign investors to U.S. borrowers. The investor can reap tax-free interest on this debt obligation held by the lender.

Freeman Tax Law  (855) 935-5945  [email protected] 

Estate Opportunities

Estate taxes are another area of opportunity for investors looking to purchase real estate. Estate taxes are applied at the time of death and can be quite sizeable depending on the size of the estate. In order to avoid paying an estate tax foreigners are able to purchase real estate in the name of a foreign corporation. At the time of the foreigner's death the estate is transferred to the corporation and the beneficiary will receive share of the foreign corporation. The United States is excluded from this deal as the estate did not transfer to another person so there is no estate tax to be collected.

Important to note, with increased global tax transparency foreigners are encouraged to take advantage of U.S. tax advantages but are still responsible for abiding by their governing tax code in their home country. There are still advantageous opportunities, but planning for taxes on both sides of the water is better done first.

Freeman Tax Law  (855) 935-5945  [email protected] 

Our Locations

Atlanta, Georgia

Austin, Texas

Birmingham, Michigan

Boston, Massachusetts

Charlotte, North Carolina

Chicago, Illinois

Cleveland, Ohio

Dallas, Texas

Denver, Colorado

Greenwich, Connecticut

Houston, Texas

Irvine, California

Las Vegas, Nevada

Los Angeles, California

Miami, Florida

New York, New York

Palo Alto, California

Phoenix, Arizona

Pleasanton, California

San Antonio, Texas

San Diego, California

San Francisco, California

San Jose, California

Short Hills, New Jersey

Tampa, Florida

Washington DC

International Locations:

Basel, Switzerland

Bern, Switzerland

Geneva, Switzerland

Zurich, Swizterland

Freeman Tax Law  (855) 935-5945 [email protected]

Freeman Tax Law

About Freeman Tax Law

Freeman Tax Law is a boutique tax law firm with national exposure equipped to handle all domestic and international tax law matters. At Freeman Tax Law, the attorneys and professional staff have vast experience with foreign tax compliance, international tax planning, and resolving tax controversies involving offshore banking matters. Freeman Tax Law helps taxpayers and foreign entities become in compliance with laws such as Foreign Account Tax Compliance Act (FATCA) and Offshore Voluntary Disclosure Program (OVDP). In addition to handling complex tax controversies, the Freeman Tax Law team has extensive expertise in assisting clients with wealth management and estate planning.

Freeman Tax Law  (855) 935-5945  [email protected] 