Exit Planning for Resident Aliens

Much is written about pre-immigration planning, and for good reason. There are many steps that can be taken to minimize U.S. taxes before getting on a plane to the United States to establish residence. But once you have become a resident alien in the United States and want to go back to your country of origin (the home country), it is equally important to plan a tax-efficient exit. For some reason,

Much is written about pre-immigration planning, and for good reason. There are many steps that can be taken to minimize U.S. taxes before getting on a plane to the United States to establish residence.

But once you have become a resident alien in the United States and want to go back to your country of origin (the home country), it is equally important to plan a tax-efficient exit. For some reason, this topic seems to get relatively little attention.

Here are seven steps to ta

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish