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Navigating the Tax Maze Ep 3 Gift & Estate feat. John Nuckolls
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In this third episode of Beyond Accounting Bitesize, BDO’s John Nuckolls unpacks the intricacies of U.S. gift and estate tax laws as they apply to non-U.S. citizens. The episode addresses key topics including inheritance from foreign relatives, the crucial IRS Form 3520, and the implications of receiving gifts from covered expatriates. John also explores the differences between income and estate tax residency, the traps of U.S. situs assets, and the importance of timely estate planning—especially for immigrants holding U.S. real estate or stock. Essential listening for cross-border individuals and advisors navigating complex U.S. tax obligations.
Download a PDF presentation that goes with this podcast at the following URL: https://cawnetworkusa.com/wp-content/uploads/2025/02/Common-US-Tax-Pitfalls-for-Foreign-National-Taxpayers.pdf
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