赠与税和遗产税规划

Transfers during life or at 死亡 will have US Estate and Gift Tax implications. It is critical to understand these potential implications to avoid tax and compliance issues. This is particularly important if you are also an international taxpayer.

问现在

There are numerous US Estate and Gift Tax implications to consider when making any transfers during life or at 死亡. For instance, US taxpayers currently have a lifetime Gift/Estate Tax exemption of  $12.900万年. This amount is adjusted annually and is projected to fall to approximately $6 million in 2026. 

除了, for Gift Tax purposes a US taxpayer is allowed an annual exemption for gifts of $17,000 (also adjusted annually) for each gift recipient; and a $175,000 annual exemption for gifts to a non-US citizen spouse.

Changing life circumstances often complicate tax planning and compliance. These life events may include marriage, 孩子的出生, 离婚, 死亡, 继承, 设立联名帐户, 买房, 办理抵押贷款, portfolio investments and setting up a business structure. 

Tax and compliance issues are commonplace within the US tax system and are particularly relevant to today’s multinational families. 

US taxpayers are subject to Gift and Estate Tax on their worldwide assets. 然而, if they are domiciled in a country other than the United States, it is possible for them to also be subject to estate/gift taxes in the other country as well.  The US has entered into a number of Estate Tax treaties that may be available to reduce double tax exposure.

我们的咨询服务

  • Analysis of US Estate tax for US Taxpayers
  • Analysis of US Estate tax for Non-Residents who own US assets
  • Cross border estate tax analysis and calculations
  • 美国遗产税协定分析 
  • 美国遗产税与英国IHT分析

We are members of the GGI Global network with professional tax and legal advisors in 126 countries around the world to support complex multi-jurisdictional cases.

我们的合规服务

We can file Estate and Gift Tax returns for US Taxpayers and Non-Residents.

Planning ahead is important, and we can help you

Transfers during life or at 死亡 will have US Estate and Gift Tax implications, and tax planning and compliance issues arise with many day-to-day events. We specialize in international taxpayers and completely review a taxpayer’s income and estate plan and assist in the development of a lifetime gifting program, 或者合适的产业结构, 尽量减少影响. We also can prepare Gift and Estate Tax returns for US Citizens, Residents and Non-Residents. 澳门官方老葡京 讨论我们能如何帮助你