May 22, 2024
During this session we will cover:
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Totalization Agreements
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Certificates of Coverage
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US taxation of foreign social security plans
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FBAR reporting requirements
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Plus lots of examples!
May 23, 2024
During this session we will discuss:
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US visas for international students
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Taxability and the right to work
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Tax treaty positions for international students (including examples)
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Tax Identification Numbers for international students
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Transitioning from an international to a domestic US employee
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Nonresident and dual-status tax returns
May 28, 2024
During this session we will cover:
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The purpose of tax equalization
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Hypothetical tax withholding
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Payroll reporting of hypothetical tax and TEQ repayments
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Claim of right issues
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Plus, lots of examples!
May 29, 2024
During this session we will cover:
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Previous Expatriation Rules
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The HEART Act and IRC Sec. 877A
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Proper way to relinquish Citizenship/Green Card
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FBAR reporting requirements
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Plus lots of examples!
May 30, 2024
During this session we will cover:
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The international payroll considerations
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Types of international payroll
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Social tax and Totalization agreements
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Tax treaties which affect payroll
June 4, 2024
During this session we will cover:
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Tax treaties and their impact
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Accidental permanent establishment
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Structuring of expatriate assignments
June 5, 2024
During this session we will discuss:
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US tax implications of ownership in foreign corporations
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Controlled foreign corporations and Form 5471
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Passive Foreign Investment Companies and Form 8621
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Foreign Trust Reporting & Forms 3520/A
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Foreign Partnerships and Form 8865
June 6, 2024
During this session we will discuss:
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Identification of Controlled Foreign Corporationss
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US Tax Implications of CFC Ownership
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Forms 5471 and other filings
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Tax Cuts and Jobs Act - Transition Tax
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Plus lots and lots of examples!
June 18, 2024
During this session we will discuss:
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Definition of Passive Foreign Investment Companies
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US tax implications of ownership in PFIC
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Form 8621 and other filings
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Common pitfalls of PFIC ownership
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Plus lots and lots of examples!
June 19, 2024
During this session we will discuss:
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Identifying Foreign Trusts
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Reporting on Form 3520/3520-A and other filings
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US Tax treatment of foreign gifts
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Contributions, distributions, and loans from foreign trusts
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Plus lots and lots of examples!
June 20, 2024
During this session we will discuss:
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Definition of Foreign Partnerships
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Form 8865 and other filing requirements
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Reporting for US partners of foreign partnerships
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Plus lots and lots of examples!
June 25, 2024
During this session we will cover:
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Gift Tax Issues To/From Nonresidents
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Estate Tax Issues To/From Nonresidents
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Life Insurance, Pension & Inheritance Taxation
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Tax Planning Ideas
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Plus lots and lots of examples!
April 23, 2024
During this session we will cover:
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The Foreign Earned Income Exclusion
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The Foreign Tax Credit for Individuals
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US versus foreign source income
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State tax issues for US expatriates
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Plus lots of examples!
April 24, 2024
During this session we will cover:
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Tax filing status' for foreign nationals
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Tax treatment for US Resident Aliens
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Tax Treatment for US Nonresident Aliens
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Tax Treatment for Dual-Status Aliens
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Applicable elections & tax treaty positions
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Plus lots of examples!
April 25, 2024
During this session we will cover:
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Foreign Bank Account Reporting Rules
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FATCA and how it impacts individuals
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Penalties for noncompliance
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How to correct previous compliance issues
November 2, 2023
During this session we will cover:
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Introduction to virtual currency
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Prior and current tax treatment for domestic (US) tax filers
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Potential tax impacts for international taxpayers
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How the IRS is targeting cryptocurrency
April 30, 2024
During this session we will discuss:
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Detailed instructions on preparing the Foreign Earned Income Exclusion and the Foreign Tax Credit
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Nondiscrimination treaty positions
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Social Security and Totalization Agreements
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Tax treatment of rental or sale of US/foreign residences while living overseas
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Hypothetical tax
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Tax equalization sample calculation
May 1, 2024
During this session we will discuss:
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Treatment of FDAP income on Form 1040NR
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Taxation of foreign pensions and annuities
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Tax treatment of rental/sale of foreign residence
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Expatriation provisions
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Samples of elections, including the verbiage
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Samples of treaty positions
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How to prepare a dual-status tax return
May 2, 2024
During this session we will discuss:
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The Bona Fide Resident and Physical Presence Tests
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The foreign earned income exclusion and tax treaties
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US and foreign source income compensation sourcing
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Foreign Housing Exclusion
May 7, 2024
During this session we will cover:
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The difference between the foreign tax credit and the foreign tax deduction
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The cash and the accrual basis
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US versus foreign source income
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Treaty resourcing of income
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Plus lots of examples!
May 8, 2024
During this session we will cover:
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The purpose of the Internal Revenue Code's income sourcing rules
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Identify time based income sourcing rules
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Identify geographically based income sourcing rules
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Apply time and geographically based
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positions to different compensation elements
May 9, 2024
During this session we will cover:
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The purpose of income tax treaties
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Identify situations in which income tax treaties are applicable
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Integrate the use of income tax treaties in the tax return preparation process
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Identify sources of information on income tax treaties
May 14, 2024
During this session we will cover:
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The difference between dual-status arrival and departure returns
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Treatment of US and foreign source income
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Common elections and treaty positions
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Residency start and end dates
May 16, 2024
During this session we will cover:
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The state tax laws that relate to income tax treaties
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Residency rules for states that differ from federal regulations
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States and the foreign earned income exclusion
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States and the foreign tax credit
May 21, 2024
During this session we will cover:
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The tax treatment of foreign contributions
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The tax treatment of foreign distributions
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Tax treaty positions which apply to foreign pensions and annuities
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Tax treatment of qualified and nonqualified plans
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Testimonials from webinar attendees:
- "What a great, fast-moving, and informative class. I have been in the profession for 40 years and this was by far one of the best courses I have ever taken!! What a great use of one hour!! "
- "Very interesting, useful, and relevant information with excellent examples that was clearly and concisely presented."
- "Katrina is an excellent speaker, extremely knowledgeable. The examples were well written and helped you understand the law. "
- "A difficult topic covered by an expert presenter. Very informative! "
- "Excellent presentation - clear, concise, and interesting! "
- "Excellent program and well presented by a very knowledgeable person!"
- "Great presenter! She broke down the complicated subject into understandable pieces."
- "Again, Katrina has done the rare, the uncommon by digging into another foundational, structural component of Expatriate Taxation."
- "This was one of the best presented, most informative webinars I have ever attended! "
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