Foreign Earned Income: Form 2555 Exclusion
Navigating Tax Treaties, Social Security Totalization Agreements
A live 110-minute CPE webinar with interactive Q&A
This course will provide tax advisers and preparers with an in-depth review of complex income tax considerations related to Americans working abroad. The panel will explore eligibility, including the required tests to qualify for income and housing exclusions, preparation of Form 2555, Foreign Earned Income.
Outline
- Review of foreign earned income exclusion
- Tax home test
- Bona fide residence test
- Physical presence test
- Housing cost exclusions or deductions
- Completing Form 2555
- Issues with foreign tax credits
- Discussion of Form 114 FBAR and Form 8938 FATCA compliance
- Social Security and totalization agreements
Benefits
The panel will review these and other key issues:
- Eligibility for the foreign earned income and housing exclusions
- Complying with requirements for housing cost exclusions and deductions
- Planning with foreign tax credits
- Comprehending Social Security totalization agreements
Faculty
Josh Jagust
Managing Director, Human Capital Services
Grant Thornton
Mr. Jagust is a Managing Director in our Chicago Wealth and Human Capital Services Tax Business Line and... | Read More
Mr. Jagust is a Managing Director in our Chicago Wealth and Human Capital Services Tax Business Line and specializes in Global Mobility Services. He has significant experience advising clients ranging from start-ups to large multinational companies on US tax, social security and mobility policy strategy for internationally mobile employees. Working across a range of industries, Mr. Jagust also provides advice and guidance on assignment, tax and mobility policy, program management, international compensation and benefits and employment taxes issues.
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Marc J. Strohl
Principal
Protax Consulting Services
Mr. Strohl is a multi-state licensed Certified Public Accountant. He has extensive expertise stemming from previous... | Read More
Mr. Strohl is a multi-state licensed Certified Public Accountant. He has extensive expertise stemming from previous experience at Deloitte & Touche LLP, PricewaterhouseCoopers LLP, and Ernst & Young where he managed the individual expatriate and foreign national tax programs for public multi-national companies, not-for-profit organizations and professional firms. Mr. Strohl is a frequent authoritative writer and speaker on issues and developments related to US Expat or Expatriate and Foreign National-Nonresident and/ or Resident Alien tax matters.
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CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
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NASBA details.
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Early Discount (through 10/10/25)
CPE credit is not available on downloads.
CPE On-Demand
