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HGTE Intensive Course

HGTE Intensive Course


Do you want to learn more about U.S. Expatriate and Foreign National Taxation?  Join us for this beginner-level intense course to cover the tax preparation of these taxpayers from end to end.  Upgrade to VIP for a VIP Swag Box and recordings from each session!


Virtual Session: June 11-13 (9:30am ET to 5:30pm ET)


Live Session (Atlanta, Georgia): August 20-22, 2024 (9:30am ET - 5:30pm ET)




During this 3-Day Course we will cover the following information:


Day One: Expatriate Taxation:


*Foreign Earned Income Exclusion


*Foreign Tax Credit


*Tax Treatment of Income for Sourcing Purposes


*Social Security and Totalization Agreements


*Tax Equalization Calculations and Hypothetical Tax


*U.S. State Tax Issues for Expatriates


*Expatriate Case Study


Day Two: Foreign National Taxation:


*Substantial Presence Test


*Nonresident Aliens (Form 1040NR)


*Dual-Status Returns


*International Student Taxation


*Tax Treaties and Elections


*Expatriation Provisions


*Foreign Pensions & Annuities


*Case Study: Foreign National Taxation


Day Three: Other Issues:


*FBARs and FATCA for Individuals


*International Entities: CFC, PFIC, Foreign Trusts, Foreign Partnerships


*Gift & Estate Taxation for International Taxpayers


*Cryptocurrency for Expatriates


*Case Studies: Comprehensive (covering Day 1-3)


Learning Objectives:


After completing this course you will be able to:


*Differentiate between Full-Year, Part-Year and Nonresident Taxpayers

*Apply the Income Sourcing Rules to include either the Foreign Earned Income Exclusion, the Foreign Tax Credit or a combination to a Full Year Tax Return

*Apply the Substantial Presence Test to Analyze and Prepare Returns for Foreign National Taxpayers

*Identify the international enties that may impact individual returns


Delivery Method: Group Internet/Group Live

Program Level: Basic

Course Prerequisites: None

Advance Preparation Required: N/A

CPE Credit: 24.0 hours

CE Credit: 24.0 hours

Field of Study: Taxes


Haynes Global Tax Experts is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


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Does this event qualify for CPE or CE?

This course qualifies for 24.0 CPE and CE credit. The credit will be awarded within 30 days from the webinar completion date.


How can I contact the organizer with any questions?

Please send an e-mail to


What's the refund policy?

You are able to reschedule you session within 12 months of your original session date.  Or, you may also assign your slot to someone else.


What happens if I do not have a US credit card?

Please send an e-mail to for international payment information


How do I learn about the payment plans?

Reach out to us directly via

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