Tax Planning Techniques CLE
Tax Planning Techniques For The Foreign Real Estate Investor



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

Live Webcast – June 24, 2020

  • 6:00-7:00am PT / 7:00-8:00am MT / 8:00-9:00am CT / 9:00-10:00am ET

The discussion will review several tax planning techniques for the foreign real estate investor. The foreign investor often has several advantages that the U.S. taxpayer may not have. This course will explain the tax law in general affecting foreign investors and provide descriptions for many of the techniques that are necessary on behalf of the foreign investors due to their unique circumstances.

It includes guidance on how to avoid the U.S. estate tax that is asserted on foreign investors that own U.S. real estate directly and pass away; how to preserve the foreign investors anonymity as many foreign investors are fearful of kidnappings, etc. in their own country when their degree of wealth is known; and how to take advantage of several  tax planning  techniques  unavailable  to the American taxpayer that will improve the foreign taxpayer’s potential profits.

Attorney Richard LehmanRichard S. Lehman
With nearly 50 years as a tax lawyer in Florida, Lehman has built a tax law firm with a national reputation for being able to handle the toughest tax cases, structure the most sophisticated income tax and estate tax plans, and defend clients before the IRS. Mr. Lehman has had extensive experience with all areas of the Internal Revenue code that apply to American taxpayers and non-resident aliens and foreign corporations investing or conducting business in the United States, as well as U.S. citizens and domestic corporations investing abroad.

Contact Richard S. Lehman


1 General Credit

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  1. Explore the world of a foreign investor and U.S.
  2. Identify the “nonresident alien” for U. S. tax
  3. Discover the legal methods of reducing taxes on U.S. real estate
  4. Recognize the tax traps for nonresident alien individuals and foreign
  5. Learn about a little known tax trap for foreign