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Form 8854 Exit Tax Calculations and Reporting: Minimizing the IRC 877A Expatriation Tax
Determining Covered Expatriates, Navigating the Mark-to-Market Tax on Unrealized Gains, Re...
October 26, 2017 CPE, EA Live Webinar

This webinar will provide tax advisers and compliance professionals with a practical guide to the calculations and reporting requirements needed for U.S. taxpayers and exiting green card holders. The panel will discuss the rules of Section 877A, as well as strategies for minimizing the impact of exp... Read More

Speakers:  Philip D. W. Hodgen, Hodgen Law Ann M. Seller, Kohnen & Patton

Foreign Investment in U.S. Real Property: Tax Planning and Reporting
Tax Issues When a Foreign Investor/Entity Acquires or Disposes of Interests
November 14, 2017 CPE, EA Live Webinar

This webinar will provide accounting and tax professionals with a review of tax challenges for foreign investors in U.S. real estate, including form of ownership, IRS reporting obligations, and other matters. Read More

Speakers:  Ryan Dudley, Partner, Friedman Richard S. Lehman, Atty, United States Taxation and Immigration Law John R. Strohmeyer, Crady Jewett & McCulley

Individual Foreign Tax Credit: Advanced-Level Calculations and Planning
Identifying OFL and ODL Situations, Calculating Losses for Offsets, Available Elections, a...
December 31, 2017 CPE, EA Live Webinar

This webinar will provide tax advisers with a thorough and practical guide to more advanced concepts in calculating and maximizing the benefits of foreign tax credits. The panel will go beyond the basics to discuss avoiding high-tax kickout (HTKO) treatment, using overall domestic loss (ODLs) and ov... Read More

Speakers:  Dianne C. Mehany, Member, Caplin & Drysdale C. Edward Kennedy, Jr., CPA, JD, Brady Ware & Company

Opting Out of PFIC Tax-and-Interest Treatment: Making QEF Elections on Form 8621 Part II
October 17, 2017 CPE, EA Download

This webinar will provide tax advisers with a guide to the complex Qualified Electing Fund (QEF) election rules for foreign investments that are Passive Foreign Investment Companies (PFIC). The panel will go beyond the mechanics of PFIC reporting to detail the advantages, disadvantages and calculati... Read More

Speakers:  Michael Knobler, Fenwick & West Thomas D. Phelan, Pepper Hamilton David Stauber, Of Counsel, Pepper Hamilton

Mastering Form 1040NR U.S. Nonresident Alien Income Tax Returns
Identifying ECI and FDAP, Determining Taxpayer Classifications and Elections
September 20, 2017 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to preparing Form 1040NR, U.S. Nonresident Alien Income Tax Return. The panel will offer useful guidance in determining which individuals should file, identifying and reporting income subject to U... Read More

Speakers:  Marc J. Strohl, CPA, Principal, Protax Consulting Services Lizabeth McGrath, Director, Friedman

Correcting Foreign Information Reporting Noncompliance: Voluntary Disclosure Programs
Navigating Penalty Abatement for Failure to File Forms 5471, 5472, FATCA and FBAR
August 15, 2017 CPE, EA On-Demand

This webinar will provide CPAs and tax advisers with a practical guide to navigating the process of requesting abatements of IRS penalties due to client failure to properly file required international information forms such as the FBAR, Form 8938, and Forms 5471 and 5472. The panel will focus on the... Read More

Speakers:  Joshua Ashman, CPA, Partner, Expat Tax Professionals Ephraim Moss, Esq., Partner, Expat Tax Professionals Nathan Mintz, Tax Counsel, Expat Tax Professionals

Mastering Form 5472: New Filing Requirements for Foreign Individuals, LLCs, and Companies
Meeting Information Return Requirements for Foreign-Owned Corporations, Disregarded Entiti...
May 24, 2017 CPE, EA On-Demand

This webinar will provide tax advisers with a thorough and practical guide to completing Form 5472, focusing on the impact of new IRS regulations requiring 5472 reporting by foreign owners of disregarded entities (DREs). The panel will provide line-by-line guidance to completing the form, defining k... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson Kirsten Burmester, Member, Caplin & Drysdale

Foreign Personal Holding Company Income Reporting: Mastering Subpart F Inclusions and Deem...
Navigating Foreign Tax Credit Passive Buckets, Look-Through Recharacterizations, and More
May 11, 2017 CPE, EA Download

This webinar will provide tax advisers with a deep exploration of the reporting of income from and ownership of a foreign personal holding company. The panel will identify the tests for determining whether an investment qualifies as a FPHC, outline what qualifies as foreign personal holding company... Read More

Speakers:  Mehrdad Ghassemieh, Partner, Harlowe & Falk William R. Skinner, Partner, Fenwick & West David N. de Ruig, Fenwick & West

U.S.-Canadian Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S....
Navigating Tax Treaties to Minimize Tax on Passive Income and Pass-Through Income
April 27, 2017 CPE, EA Download

This webinar will provide tax advisers with a thorough and practical guide into the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Canada, as well as Canadian citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax law and tr... Read More

Speakers:  Grant Gilmour, International Tax Partner, Gilmour Group CPAs C. Edward Kennedy, Jr., CPA, JD, Brady Ware & Company

Mastering Form 5471 for Interests in Foreign Entities: Determining Ownership Share and Cor...
February 22, 2017 CPE, EA On-Demand

This webinar will provide tax return preparers with a solid basis for handling difficult issues in completing Form 5471 (Information Return of U.S. Persons With Respect to Certain Foreign Corporations). The panel will explain approaches for correctly identifying taxpayer categories and avoiding seri... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson John Samtoy, Tax Principal, Holthouse Carlin & Van Trigt

FBAR Update: Mastering FinCen Form 114, New Deadlines, Extension, Penalty Resolution and W...
February 2, 2017 CPE, EA On-Demand

This webinar will provide counsel and tax advisers with the tools necessary to navigate the Report of Foreign Bank and Financial Accounts (FBAR) filing requirements, including the newly-announced extension and first-time penalty waiver requests, and will offer detailed guidance on how to thoroughly... Read More

Speakers:  Randall P. Andreozzi, Partner, Andreozzi Bluestein Weber Brown Igor S. Drabkin, Principal, Holtz Slavett & Drabkin Matthew D. Lee, Partner, Fox Rothschild Michel R. Stein, Principal, Hochman Salkin Rettig Toscher & Perez

Form 8621 PFIC Reporting: Navigating the Highly Complex IRS Passive Foreign Investment Com...
Determining Which Assets Require PFIC Reporting, Calculating Tax and Interest, Leveraging...
January 5, 2017 CPE, EA On-Demand

This webinar will furnish tax advisers with a thorough and practical guide to the reporting of investments in a passive foreign investment company (PFIC) on IRS Form 8621. The panel will identify those investments that require PFIC reporting, outline the various elections available to taxpayers hold... Read More

Speakers:  Steven Flynn, Partner, W.L. Dueck & Co. Mehrdad Ghassemieh, Partner, Harlowe & Falk

Opting Out of PFIC Tax-and-Interest Treatment: Making QEF Elections on Form 8621 Part II
October 20, 2016 CPE, EA On-Demand

This webinar will provide tax advisers with a guide to the complex Qualified Election Fund (QEF) election rules for foreign investments that qualify as a Passive Foreign Investment Company (PFIC). The panel will go beyond the mechanics of PFIC reporting to detail the advantages, disadvantages and ca... Read More

Speakers:  Steven D. Bortnick, Partner, Pepper Hamilton William R. Skinner, Partner, Fenwick & West Thomas D. Phelan, Pepper Hamilton

Form 926 Reporting Transfers to Foreign Corporations: Avoiding Harsh Penalties
Ensuring Consistency Between FATCA, FBAR, Form 5471 and Other Foreign Asset Forms
August 30, 2016 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a comprehensive guide to reporting contributions to foreign corporations. The panel will identify the types of transactions that trigger Form 926 reporting obligations, discuss filing thresholds and information required to be r... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Senior Manager, Aronson Mark C. Peltz, Principal, WeiserMazars Hunter Norton, Tax Director, Farkouh Furman & Faccio Eric Swerdlow, CPA, Tax Manager, Farkouh Furman & Faccio

Form 1116 Foreign Tax Credits for Individuals: Mastering Calculations, Using Carryovers an...
August 17, 2016 CPE, EA On-Demand

This webinar will provide tax advisers with a comprehensive guide to calculating foreign tax credits and completing Form 1116. The panel will outline which foreign taxes are eligible for Section 901 foreign income tax credits, discuss strategies for determining optimal treatment of creditable foreig... Read More

Speakers:  William R. Skinner, Partner, Fenwick & West Kevin M. Hall, Holland & Knight Neel Modha, Holthouse Carlin & Van Trigt

Form 8938 Reporting for Taxpayers With Foreign Assets
Integrating FATCA and Latest Enhancements
July 28, 2016 CPE, EA Download

This webinar will provide tax advisers with a timely and practical guide to completing the Foreign Account Tax Compliance Act (FATCA) reporting for taxpayers holding foreign assets. The panel will define what constitutes a "specified foreign asset" that requires reporting, discuss valuation issues,... Read More

Speakers:  Matthew D. Lee, Partner, Fox Rothschild Jeffrey M. Rosenfeld, Esq., Blank Rome Marc J. Strohl, CPA, Principal, Protax Consulting Services

Income Tax Treaty Interpretation and Practice for Tax Professionals: Claiming and Reportin...
October 27, 2015 CPE, EA Download

This webinar will provide tax advisers, professionals and preparers with a solid overview and explanation of key income tax treaty provisions needed to determine whether their individual clients may take treaty-based return positions. The speakers will enable advisers and preparers to complete IRS F... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Senior Tax Manager, Aronson William K. Norman, J.D., LL.M. (Taxation), Partner, Ord & Norman

Mastering the Effectively Connected Income Rules for Foreign Persons Engaged in Inbound Tr...
Navigating Differing Tax Treatment for ECI and FDAP Income, Withholding Requirements, Avai...
September 22, 2015 CPE, EA Download

This webinar will provide tax advisers and professionals with a deep dive into the effectively connected income (ECI) rules as they apply to inbound transactions engaged by nonresident alien taxpayers in the United States. The panel will discuss differing tax treatment for ECI and income that is fix... Read More

Speakers:  Daniel R. Blickman, Partner, Blank Rome Jeffrey M. Rosenfeld, Esq., Blank Rome James K. Sams, Principal, KPMG

Foreign Investment in U.S. Real Property: Tax and Reporting Challenges
Anticipating Tax Issues When a Foreign Investor or Entity Acquires or Disposes of Interest...
July 21, 2015 CPE, EA On-Demand

This webinar will provide accounting, tax and legal professionals with a review of tax considerations for foreign investors in U.S. real estate. The panel will address challenges such as form of ownership and IRS reporting obligations, among others. Read More

Speakers:  Ryan Dudley, Partner, Friedman Richard S. Lehman, Atty, United States Taxation and Immigration Law John R. Strohmeyer, Porter Hedges

Form 1040NR Non-Resident Alien Filing Challenges and Effective Approaches
Determining Taxpayer Classifications and Elections, Computing Income and Deductions, and U...
September 10, 2014 CPE, EA Download

This webinar will provide tax advisors and pros with a deeper understanding of issues in preparing Form 1040NR, including taxpayer classification, determining who should file, how to report income and claim refunds, identifying available deductions and limitations, treatment of spouse and dependents... Read More

Speakers:  Marc J. Gedeon, Founder & President, Gedeon Law and CPA Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren Marc J. Strohl, Principal, Protax Consulting Services

Filing Form 1040NR: Taxpayer Elections, Income and Deduction Computation, and Spouse/Depen...
January 22, 2014 CPE, EA On-Demand

This webinar will provide tax preparers with a drill-down of Form 1040NR filing requirements, determining who should file, correctly reporting income and claiming refunds, identifying available deductions and limitations, listing dependents and spouses, and avoiding costly errors. Read More

Speakers:  Gary Carter, PhD, MT, CPA, Owner, GW Carter Marc J. Gedeon, Founder & President, Gedeon Law and CPA

IRS Forms for Reporting Foreign Income: Compliance Challenges
Mastering Latest Demands of Forms 8621, 8858, 2555, 8832 and Others
October 23, 2012 CPE Download

This teleconference will prepare tax advisors and corporate tax professionals working on forms 8621, 8868, 2555, 8832 and related forms with practical experiences geared toward improving compliance. Read More

Speakers:  Russell Mansky, Partner, Spott Lucey & Wall Douglas Holland, Senior Manager, KPMG