U.S. Tax Video ARCHIVES – Before The 2017 Trump Tax Cut & Jobs Act
All of these segments are part of the Lehman Tax Law Knowledge Base Series that is available to everyone — at no cost.
To view updated videos that reflect the 2017 Trump Tax Cut and Jobs Act click here.
Index:
Domestic Clients:
- Streamlined Filing Compliance Procedures
- Ponzi Scheme Tax Loss
- Taxation of the Clawback in a Ponzi Scheme – Maximum Tax Recovery
- The United States Tax Benefits Of Exporting – The IC-DISC
International Clients:
- Tax Planning Techniques for the Foreign Real Estate Investor (Advanced)
- Pre-Immigration Income Tax Planning
- United States Taxation of Foreign Investors (General Overview)
The I.R.S. Offshore Voluntary Disclosure Program & The Streamlined Compliance Procedures
Below: Seminar presentation time: 00:38:48 (Full presentation)
1. IRS Streamlined Compliance (segment)
Ponzi Scheme Tax Loss
Below: Seminar presentation time: 01:25:53 (Full presentation)
1. The Safe Harbor for Ponzi Scheme Losses (segment)
2. The Wealth & Wisdom Show – Expert Series on Bernard Madoff: (5 segments series)
The Clawback in a Ponzi Scheme
- IRS Revenue Ruling: download as pdf
- Revenue Procedure: download as pdf
Below: Seminar presentation time: 01:32:07 (Full presentation)
1. Mitigation Section (segment)
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.
Pre-Immigration Income Tax Planning
Below: Seminar presentation time: 01:01:56 (Full presentation)
Foreign Investors in U.S. Real Estate
Below: Seminar presentation time: 02:04:05 (Full presentation)
1. Tax Planning Techniques For The Foreign Investors in U.S. Real Estate (segment)
2. Real Estate Investments – Foreign Investor Estate & Gift (segment)
3. Tax Planning Techniques – The Like Kind Exchange (segment)
4. Real Estate Income and Estate Tax Planning Techniques (segment)
5. Real Estate – The Tax Planning Techniques – LLC. (segment)
6. Real Estate Advanced Tax Planning – Portfolio Loans (segment)
7. Real Estate – Individual Foreign Investors (segment)
United States Taxation of Foreign Investors (General Overview)
Below: Seminar presentation: 1:31:38 (Full presentation)
1. U.S. Taxation of Foreign Investors (segment)
2. The Substantial Presence Test And NonResident Aliens (segment)
3. U.S. Source Income And The Foreign Investor (segment)
4. Foreign Source Income Rules (segment)
5. Maximum Use of Investment Entity for Foreign Investors (segment)
IC-DISC – A major tax saving tool for United States exporters – including computer software
Below: Seminar presentation time: 01:00:00 (Full presentation)
- The IC-DISC and U.S. Exporting of Computer Software, Internet Sales and Licenses Read full article online
