Tax Risks for Foreign National Investors and How to Eliminate Capital Gains and Estate Taxes

1401 Dove , Newport Beach, US
02/10/2017 4:00PM - 5:00PM (EST)

Foreign Nationals who invest in the US make up 16% of investments, yet a majority do not have an estate tax or capital gain elimination plan in place. For those seeking to make an EB5 investment, or those already invested in US assets, the IRS grants a maximum exemption of only $60,000 of networth before a 40% tax is levied on all assets within the United States, should the Foreign national pass away.

Learn the trusts and estate planning tools foreign nationals and real estate investors can use, to eliminate the premature taxation of US assets before US citizenship, while also learning how to build a lasting legacy in the US without capital gains and possibly any income tax consequences once a citizen.

We will go over Charitable Remainder Trusts, Charitable LLC's (M. Zuckerberg Solution), Beneficiary Defective Trusts, Irrevocable Life Trusts, Offshore Captive Insurance Providers and much more.


Daniel Klein
Dan Hales
Marie Cammack


Independent Capital Management

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