Ownership of U.S. Real Estate
What You Need to Know Before You Invest

There are several reasons for Non-U.S. individuals and companies to consider investing in the United States. While the U.S. marketplace is filled with opportunities, understanding the associated tax challenges is vital.

Join us as we partner with the Association of Asian American Bankers for an informative program addressing the tax implications and risk considerations that must be considered when investing in the U.S.

What will be discussed?

• U.S. Tax for Residents vs Non Residents
• Forms of Ownership
• Planning Opportunities to Minimize U.S. Tax Pressures
• Foreign Investment in Real Property Tax Act (FIRPTA)

Who should attend?

• Advisors Who Have Clients Owning U.S. Real Properties

Networking reception to follow the short program.

Presenters

Selena Yeung
Partner in BPM's Tax Practice Group
Selena is a Partner in BPM's San Francisco Tax Practice Group. Her areas of expertise include individual income tax planning, stock options planning, retirement planning, estates and trusts planning, financial planning, and wealth transfer planning. Her clients include high-net-worth individuals, corporate executives, and family-owned businesses.

Selena is very knowledgeable in the areas of gifts and estate tax planning. She advises clients on wealth preservation for large estates, estate and gift tax savings techniques, trust administration, and charitable planned giving.

Paul Fong
Senior Manager in BPM's Tax Practice Group
Paul is a Senior Manager in BPM's San Francisco Tax Practice Group with experience working with high net worth individuals and closely held businesses across industries including real estate, manufacturing, construction, restaurants, vineyards, high tech and auto dealerships.

Kathy Wong
Senior Manager in BPM's Tax Practice Group
Kathy is a Senior Manager in BPM's San Francisco Tax Practice Group. Kathy specializes in domestic and international income tax planning, consulting and compliance for corporate and high net worth individuals. Her clients range from start-up businesses to large corporations with multi-state and multinational operations as well as multinational families and investors. She works with clients on residency planning, entity type selection, and tax related matters for their domestic and overseas businesses and investments. Kathy serves clients in various industries including real estate, high technology, software, manufacturing, financial services and professional services.

Tina Huang
Manager in BPM's International Tax Practice Group
Tina is a Manager in BPM’s Walnut Creek International Tax Group. She specializes in inbound and outbound international tax planning, and cross border planning and compliance for entities and individuals. She serves clients in a wide range of industries, including software, e-commerce, life science, professional services, and traditional manufacturing and distribution.