Structuring Inbound Investments into U.S. Markets

Date: Wednesday, March 27, 2024
Time: 6:00pm - 8:15pm
Location: Madison Hotel | 1 Convent Rd, Morristown, NJ 07960
Speaker: Scott Bowman, Esq.


Structuring Inbound Investments into U.S. Markets

Advising a non-U.S. person on the ideal structure for investing into U.S. markets is complex. This presentation will take a comprehensive look at common inbound investments structures. Beyond mere U.S. estate and income taxation, non-U.S. persons investing into U.S. markets must confront withholding tax considerations, the application of bilateral tax treaties, planning for a step-up in U.S. income tax basis and a variety of disclosure and reporting issues. Add to this the need to coordinate the tax and non-tax considerations in their countries of residence.

Scott Bowman, Esq.

Scott A. Bowman’s practice focuses on providing personal tax and estate planning counseling to wealthy individuals and families, advising them on structuring their wealth to minimize income, estate, gift and generation-skipping transfer taxes over multiple generations. He advises on trustee and family governance structures throughout the estate and trust administration process to preserve business enterprises and manage potentially sensitive family circumstances.


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