u.s.-real-estate-investment-opportunities-zone-updates-what-non-u.s.-investors-fund-managers-developers-should-know

U.S. Real Estate Investment Opportunities Zone updates: What Non-U.S. Investors, Fund Managers, Developers should know

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Live Webinar | CEU Approved

  • 60 minutes

Advising foreign non-U.S. resident investors requires tax and other professionals involved with foreign real property investors to understand the U.S. tax implications for non-U.S. persons and entities. This program will provide the participant with a firm understanding of the U.S. tax rules and regulations, so they know how to plan for investments in U.S. real property by non-U.S. residents.

Join this session by expert speaker Jack R. Brister, where he will highlight and discuss the significant U.S. federal income tax rules governing non-U.S. investments in U.S. real property including investment in opportunity zones and the use of portfolio debt and discuss the U.S. estate and gift tax implications of non-U.S. residents investing in U.S. real property.

Session Highlights:

  1. Opportunity Zone Investment

  2. Overview of tax rules that apply to foreign investors in U.S. real estate

  • U.S. income, estate and gift tax

  • Income tax residency and estate and gift tax residency rules

  • FIRPTA and withholding requirements

  • Treaty application

3. Typical structure of blocker corporation for foreign persons or corporations to hold U.S. real property assets

4. Changes in TCJA tax reform that will specifically impact income from owning or disposing of U.S. real property

  • Corporate rate reduction and FIRPTA withholding rates

  • Treatment of REITs

  • Base Erosion and Anti-Abuse Tax (BEAT)

  • Depreciation changes

  • New NOL carryforward rules

5. Planning opportunities through entity selection or change

Why You Should Attend:

You will learn how to determine the factors to make the best choice of entity structure for non-U.S. residents investing in U.S. real property and if investing in opportunity zones will provide the investor with their investment needs and meet their objectives for investing in U.S. real property. You will understand the tax implications and reporting requirements of international / cross border real property transactions pursuant to the U.S. tax rules and the implications to non-U.S. investors.

Who Should Attend:

  • Lawyers

  • Accountants

  • Investment / Financial Persons

  • Developers

  • Others who work with non-U.S. real property investors

  • Non-U.S persons advising on such matters

  • Foreign persons wanting to invest in U.S real estate  


Advanced Preparation: None

Program Level: Intermediate

Prerequisites: Basic knowledge of Investment

Field of Study: Taxes


*You may ask your Question directly to our expert during the Q&A session.

** You can buy On-Demand and view it as per your convenience.

Jack Brister

Jack Brister

Jack has more than 25 years of experience. He specializes in U.S. tax planning and compliance for non-U.S. families with international wealth and asset protection structures which include non-U.S. trusts, estates and civil law foundations that have a U.S. connection; and non-U.S. companies wanting to do business in the U.S. Jack also specializes in non-U.S. persons investing in U.S. real property, and other U.S. assets, pre-immigration planning, U.S. expatriation matters, U.S. persons in receipt of gifts and inheritances from non-U.S. persons, non-U.S. account and asset reporting, offshore voluntary disclosures, FATCA registration and compliance (W-8BEN-E and Form 8966) and executives working and living abroad. Jack has been widely published, in addition to speaking at numerous international engagements. Jack has also been named a Citywealth Top 100 U.S. Wealth Advisor.

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Edupliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 844- 810-1151.

PLEASE NOTE: To receive credit through the NASBA for this program you MUST attend the Live program in its entirety and complete the required progress checks.

Number of CPE Credits Awarded for This Course: 1.0 (Taxes - 1.0)

Delivery Method: Group Internet Based

Want to attend in a Group? Call 844-810-1151 and Save upto 50%

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