U.S.-Australian Dual Taxation Issues: Superannuation Funds and the U.S.-Australia Income and Estate Tax Treaties
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This course will provide tax advisers filing returns for clients taxed in both Australia and the U.S. with an explanation of reporting requirements and tax obligations in both countries. The panel will discuss treaty provisions, relief from dual taxation, residency determinations, and how to mitigate overall taxes paid.
Outline
- The U.S.-Australia Income Tax Treaty
- Residency determinations
- Australia
- United States
- Types of income and taxation
- Australian superannuation funds
- Totalization agreement
- The U.S.-Australia Estate Tax Treaty
- Dual taxation relief
- FATCA and FBAR reporting
- Other planning steps
Benefits
The panel will review these and other vital issues:
- Identify key provisions in the U.S.-Australian Income and Estate Tax Treaties
- Determine when a nonresident might have a taxable presence in Australia or the U.S.
- Recognize situations in which totalization agreements apply
- Ascertain options available to employers and employees to obtain the most favorable Social Security tax treatment
- Establish how a taxpayer can avoid dual tax liabilities
- Identify the tax reporting requirements of U.S. resident taxpayers and foreign individuals
Faculty
C. Edward (Ed) Kennedy, Jr., CPA, JD
Managing Director
C Edward Kennedy Jr
Mr. Kennedy has more than 42 years of experience dealing with a variety of international tax matters, specializing... | Read More
Mr. Kennedy has more than 42 years of experience dealing with a variety of international tax matters, specializing in tax consulting services to a wide variety of clients ranging from closely held companies to multi-national businesses. His expertise includes domestic and foreign income and social security tax planning, tax compliance for individuals and corporations, tax treatment of incentive compensation plans, international assignment program administration, and international assignment policy design. Mr. Kennedy has also served as the U.S. practice leader for international social security matters for a Big 4 accounting firm. He is a frequent speaker in the areas of international tax compliance and reporting obligations U.S. information reporting requirements for foreign assets and foreign entities, U.S. tax implications of foreign pension and social security plans, and U.S. income and social tax treaty planning. Mr. Kennedy is a member of the Texas Bar and is licensed as a certified accountant in Georgia and Texas. He has a B.A. from Furman University and a J.D. from Vanderbilt University School of Law.
Close
Patrick J. McCormick, J.D., LL.M.
Partner
Rimon Law
Mr. McCormick specializes in the areas of international taxation and multinational trusts and estates. He has... | Read More
Mr. McCormick specializes in the areas of international taxation and multinational trusts and estates. He has published assorted national articles and given innumerous national and local presentations on assorted areas of international tax. He is licensed to practice in the State of New Jersey and the Commonwealth of Pennsylvania.
CloseEarly Discount (through 10/24/25)
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 10/24/25)
CPE credit is not available on downloads.
CPE On-Demand
