In-Bound Investment – Foreign taxpayers making passive investments in the U.S.

Individuals, family offices and overseas investors have continually looked to the U.S. to diversify and expand their investment portfolios. These investments can take the form of many varied types of investments; direct into real estate, private equity, real estate and hedge funds as well as U.S. listed stock. Making these investments come with their own unique tax and reporting obligations that investors need to be made aware of as well those funds and companies taking on such investment from overseas.

Anchin can provide advice and planning opportunities twofold in such situations.

  1. To the foreign investor to ensure the most appropriate structure is put in place to maximize tax efficiencies and/or reduce U.S tax reporting obligations; and
  2. To the U.S. based recipient of the investment to ensure their own reporting, withholding and compliance obligations are taken care of

Anchin’s dedicated Real Estate, Financial Services, Private Client and Emerging Managers Groups work alongside our International Services group collaboratively on these issues to provide the excellent service clients should expect from their professional service providers.