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DIOSDI & LIU, LLP
SF Tax Counsel.
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Anthony Diosdi
Kerrin Liu
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DIOSDI & LIU, LLP
SF Tax Counsel.
Home
Attorneys
Anthony Diosdi
Partner
Kerrin Liu
Partner
Attorneys
View All Attorneys
Anthony Diosdi
Kerrin Liu
About
Practice Areas
Tax Audits, Controversies, and Litigation
International Penalties
Tax Planning and Opinions
International Tax Planning and Advice
Cross-Border Mergers and Acquisitions
Tax-Exempt and Nonprofit Organizations
Independent Contractor Disputes
Criminal Tax Representation
Cryptocurrency Tax Matters
Tax Preparation
IRS Representation and Compliance
Estate Tax Planning
Estate and Gift Tax for Foreign Investors
Expatriation
Tax Planning of Cross-Border Cloud Computing Transactions
FIRPTA
Practice Areas
View All Practice Areas
Tax Audits, Controversies, and Litigation
International Penalties
Tax Planning and Opinions
International Tax Planning and Advice
Cross-Border Mergers and Acquisitions
Tax-Exempt and Nonprofit Organizations
Independent Contractor Disputes
Criminal Tax Representation
Cryptocurrency Tax Matters
Tax Preparation
IRS Representation and Compliance
Estate Tax Planning
Estate and Gift Tax for Foreign Investors
Expatriation
Tax Planning of Cross-Border Cloud Computing Transactions
FIRPTA
Recognition
Publications
Speeches
Blog
Blog
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Business and Corporate Tax
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Cryptocurrency
Estate and Gift Tax
International Tax Law
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Latest From Our Blog
Cross-Border Audits: When Foreign Tax Authorities Sic the IRS on You
A Deep Dive into How the PFIC Regime Taxes Foreign Investments
How Canadian Real Estate Investors Can Avoid the U.S. Gift Tax Through Marital Ded...
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505 Montgomery St. 11th Floor
San Francisco, CA 94111
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Pleasanton
4900 Hopyard Rd. Suite #100
Pleasanton, CA 94588
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2598 E. Sunrise Blvd. Suite 2104
Fort Lauderdale, FL 33304
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Locations
San Francisco
505 Montgomery St. 11th Floor
San Francisco, CA 94111
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Pleasanton
4900 Hopyard Rd. Suite #100
Pleasanton, CA 94588
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Fort Lauderdale
2598 E. Sunrise Blvd. Suite 2104
Fort Lauderdale, FL 33304
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415.318.3990
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Estate and Gift Tax
Recent Posts
Demystifying the Use of a Intentionally Defective Grantor Trust
April 10, 2024 | Anthony Diosdi
This article discusses the importance of using an “intentionally defective grantor trust” (or “IDGT”) for estate, gift, a…
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Dynasty Trusts- the Most Powerful Planning Available to Combat the Estate, Gift, and the Generation Skipping Tax
August 30, 2023 | Anthony Diosdi
By Anthony Diosdi Introduction On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017. Th…
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Income, Gift, Estate, Generation-Skipping, and State Tax Considerations Associated with Establishing and Administering Trusts
August 16, 2023 | Anthony Diosdi
By Anthony Diosdi Trusts have become increasingly sophisticated vehicles for managing wealth. When a settlor (the per…
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From Investment Vehicles to Treaties- What Foreign Investors Need to Know About Cross-Border Estate Planning
March 15, 2023 | Anthony Diosdi
By Anthony Diosdi Foreign investors generally have the same goal of minimizing their tax liabilities from their…
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The Foreign Trust “Throwback Tax” and a Guide to Reporting the “Throwback Tax” on a Form 3520
March 9, 2023 | Anthony Diosdi
By Anthony Diosdi This article discusses the “throwback tax” which imposes harsh federal consequences for U.S. benefi…
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Can Article 4 of the US-UK Estate, Gift, and Generation Skipping-Tax Treaty be Utilized to Avoid the U.K. Inheritance Tax?
February 2, 2023 | Anthony Diosdi
By Anthony Diosdi The United Kingdom or UK imposes an inheritance tax on the estate of deceased persons that were domicil…
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Received a Gift from an Individual that Expatriated the U.S.? You May Owe the IRS Gift Tax
January 30, 2023 | Anthony Diosdi
By Anthony Diosdi Historically, an individual who relinquished his or her U.S. citizenship with “a principal purpose …
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What Every Nonresident that Jointly Owns U.S. Property Should Know About the Federal Estate Tax
January 18, 2023 | Anthony Diosdi
By Anthony Diosdi For an individual not domiciled in the United States, the gross estate subject to the estate tax…
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Can a Gift of Cash from Abroad Trigger a Gift Tax Obligation to the U.S. Recipient?
January 9, 2023 | Anthony Diosdi
By Anthony Diosdi The Tax Cut and Jobs Act of 2017 currently excludes $12.92 million of assets from estate and gift tax…
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Thinking About Starting a Private Foundation? Proceed With Extreme Caution
October 17, 2022 | Anthony Diosdi
By Anthony Diosdi Promoters of private foundations make private foundations sound like the perfect tax planning optio…
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