Videos

These videos are part of the Lehman Tax Law Knowledge Base Series. Available, at no charge, to everyone interested in United States tax law.

United States Taxation of Foreign Investors (General Overview) & The Trump Tax Plan

Pre-Immigration Tax Planning & The Trump Tax Plan

Ponzi Clawback and The Value of the Mitigation Procedure & The Trump Tax Plan

Ponzi Scheme Tax Loss & The Trump Tax Plan

Streamlined Compliance & The Trump Tax Plan

Foreign Real Estate Investor Tax Planning Techniques


RESOURCES & ARCHIVES: All videos below are Pre-Trump 2017 Tax Cut & Jobs Act


Foreign Investors in U.S. Real Estate

1. Tax Planning Techniques For The Foreign Investors in U.S. Real Estate


2. Real Estate Investments – Foreign Investor Estate & Gift


3. Tax Planning Techniques – The Like Kind Exchange


4. Real Estate Income and Estate Tax Planning Techniques


5. Real Estate – The Tax Planning Techniques – LLC.


6. Real Estate Advanced Tax Planning – Portfolio Loans


7. Real Estate – Individual Foreign Investors


United States Taxation of Foreign Investors (General Overview)

1. U.S. Taxation of Foreign Investors


2. The Substantial Presence Test And NonResident Aliens


3. U.S. Source Income And The Foreign Investor


4. Foreign Source Income Rules


5. Maximum Use of Investment Entity for Foreign Investors


IRS Streamlined Compliance


Amnesty Offshore Voluntary Disclosure Program, ending September 28, 2018.


The Safe Harbor


The Clawback


The GAO

After Lehman has lengthy discussion on the topic of I.R.S. effectiveness with the Government Accountability Office representatives regarding the Madoff ponzi scheme.