U.S. Estate and Gift Tax Update and Planning Opportunities

  • 2 reading minutes
On Feb­ru­ary 14, 2019 at 12:00pm (East­ern Time), join us for a free webi­nar with U.S. tax attor­ney Alex­ey Man­a­suev, LL.M. (Int’l Tax), NYU, TEP, and U.S. and Cana­di­an attor­ney, Jory Stern, B.A., J.D., who will dis­cuss U.S. estate and gift tax devel­op­ments rel­e­vant to the 2018 tax sea­son, includ­ing key tax com­pli­ance con­sid­er­a­tions and plan­ning oppor­tu­ni­ties lying ahead. U.S. and for­eign tax­pay­ers may be sub­ject to the U.S. estate or gift tax when they enter into cer­tain trans­ac­tions, some of which may lead to adverse income and estate and gift tax con­se­quences. Notwith­stand­ing a high basic exclu­sion amount, traps for the unwary exist. Under­stand­ing the applic­a­ble frame­work, being proac­tive and plan­ning ahead of time pro­vides a sig­nif­i­cant lev­el of cer­tain­ty and advan­tage to tax­pay­ers. Estate plan­ning has always been an impor­tant area for plan­ners and tax pro­fes­sion­als. Here’s just a sam­ple of what we’ll cov­er dur­ing this webi­nar:
  • Overview of estate and gift tax as it applies to U.S. res­i­dents;
  • Overview of estate and gift tax as it applies to non­res­i­dent alien indi­vid­u­als;
  • The new thresh­old amounts for gift­ing and estate plan­ning;
  • Traps for the unwary;
  • Prin­ci­pal U.S. tax com­pli­ance con­sid­er­a­tions;
  • Estate and gift tax­es in the con­text of renun­ci­a­tion of U.S. cit­i­zen­ship / Green card aban­don­ment;
  • Prac­ti­cal tips and con­sid­er­a­tions;
  • … and more!
To learn more, please reg­is­ter and gain the knowl­edge you need to under­stand the new law and help your clients effec­tive­ly plan for their future. We hope you join us!

Very tru­ly yours, U.S. TAX IQ Team

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