Investments in Foreign Partnerships - Form 8865

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Description

Investments in Foreign Partnerships - Form 8865
IRS Program #: X9QQU-T-01087-23-O
CTEC #: 6257-CE-0253
CE: 1 IRS & 1 CTEC credit
Speaker: Anuar Estefan

What happens when a U.S. individual invest in a foreign entity, that is classified as a partnership? This course will discuss the entity election of foreign businesses and will provide a thorough analysis of form 8865. Form 8865 must be filed to report the ownership of a U.S. individual in a foreign entity, that is classified as a partnership. This presentation will provide an in-depth analysis of form 8865 and respective schedules.

Learning Objectives:

Identify foreign entities that may be classified as a foreign partnership.
Determine applicability of form 8865 to real-world case scenarios.

Contributors

Anuar Estefan

Anuar Estafan's practice focuses on the international tax consequences of cross-border investments, in the planning, transactional, and controversy contexts. Mr. Estefan has broad experience with international tax planning, controversy and compliance, and commonly advises clients on a variety of U.S. international tax issues including the application of U.S. anti-deferral regimes, foreign tax credit planning, and tax treaty planning. Mr. Estefan has successfully represented clients in audits before federal and state tax authorities, and in litigation in Tax Court, working in cases involving international tax issues.

Mr. Estefan provides highly specialized advice and guidance to clients by designing corporate structures for U.S. investors doing business in Latin America, and foreign investors doing business in the U.S.

Mr. Estefan also advises multinational families with tax planning, succession planning and wealth preservation strategies.