Loper Bright's Impact on Foreign Taxation: Challenges to Existing IRS and Treasury Regulat...
December 19, 2024 • CPE, EA • Live Webinar
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This webinar will review the potential impact of the Supreme Court's decision in Loper Bright Enters. v. Raimondo, 144 S. Ct. 2244, 2273 (2024) on global taxpayers. Our panel of international tax advisers will examine the decision and the history of courts' deference to agency interpretations and su...
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Forms 5471 and 5472: Meeting the Substantially Complete Standards
January 7, 2025 • CPE, EA • Live Webinar
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This course will discuss best practices for meeting the substantially complete standard for international reporting required for Forms 5471 and 5472 and as applied to other required foreign information returns.
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Foreign Tax Credits on Schedules K-2 and K-3: Clarifying and Simplifying Reporting Guideli...
January 14, 2025 • CPE, EA • Live Webinar
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This webinar will focus on entering and simplifying the reporting of foreign tax credits on Schedules K-2 and K-3. Our panel of international tax reporting experts will walk you through Parts 1, II, and III of these schedules and provide tips and examples of common and complex foreign tax credit rep...
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Form 1040NR Nonresident Alien Filing Challenges and Effective Approaches
Determining Taxpayer Classifications and Elections, Computing Income and De...
January 21, 2025 • CPE, EA • Live Webinar
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This course will provide tax advisers and 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.S. income t...
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IRS Audits of Expatriates: Section 965 Transition Tax, Exit Tax, Non-Filers, and the Exami...
December 12, 2024 • CPE, EA • CPE On-Demand
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This course will discuss IRS examinations of taxpayers living abroad. Our expert panel will guide tax practitioners through the examination process and explain best practices to withstand the ongoing scrutiny of these taxpayers' returns.
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Green Card Tax Implications: Revoking and Abandoning Green Cards, Preplanning for Green Ca...
December 9, 2024 • CPE, EA • CPE On-Demand
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This webinar will review the initial considerations of obtaining a green card and how to successfully abandon or revoke the same. Our panel of seasoned foreign immigration experts will detail which taxpayers are the best candidates for green cards, when a VISA is a better alternative, the eight of 1...
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International Tax Insights Post-Election 2024: Risks and Opportunities for Multinational E...
December 5, 2024 • CPE, EA • CPE On-Demand
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This webinar will provide an essential update on the international tax landscape post-election. Our panel of experienced international tax consultants will analyze the potential international tax policy and regulatory environment under the elected administration and composition of Congress post-elec...
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Correcting Foreign Information Reporting Noncompliance: Voluntary Disclosure Programs
Navigating Penalty Abatement for Failure to File Forms 5471, 5472, FATCA, a...
December 3, 2024 • CPE, EA • CPE On-Demand
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This course will provide CPAs and tax advisers with a practical guide to navigating the amnesty programs available to rectify a client's failure to properly file required international information forms such as the FBAR, Form 8938, and Forms 5471 and 5472. The panel will focus on compliance professi...
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Dual Consolidated Losses: New Proposed Regulations
November 22, 2024 • CPE, EA • CPE On-Demand
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This webinar will review the fundamentals of the dual consolidated loss (DCL) rules under IRC Section 1503(d) to global entity structures and the effect of the new proposed regulations on existing structures for international companies and their advisers. Our panel of international mergers and acqui...
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Section 988 Foreign Currency Gains and Losses: Identifying and Reporting Transactions, Ele...
November 14, 2024 • CPE, EA • CPE On-Demand
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This webinar will discuss the wide reach of IRC Section 988 and explain the tax treatment of foreign currency transactions on businesses, CFCs, and Americans living abroad. Our panel of international tax experts will cover transactions taxed under Section 988, tax-saving elections, and the exception...
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Form 8854 Exit Tax Calculations and Reporting and IRS Relief Procedures for Certain Former...
Determining Covered Expatriate Status Under Section 877A, Navigating the Ma...
November 6, 2024 • CPE, EA • CPE On-Demand
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This course will provide tax advisers and compliance professionals with a practical guide to the basic calculations and reporting requirements for U.S. taxpayers and exiting green card holders. The panel will discuss the rules of Section 877A, determining whether a taxpayer is a covered expatriate,...
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State Income Tax Reporting for Non-U.S. Entities
Determining Nexus, Filing Requirements, and the Impact of U.S. Income Tax T...
October 28, 2024 • CPE, EA • CPE On-Demand
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This webinar will review state requirements for taxing inbound foreign income. Our panel of SALT experts will explain state nexus determinations and the impact of U.S. income tax treaties on state income and reporting requirements, as well as provide examples of the application of these rules in spe...
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Foreign Branches, QBUs, and Disregarded Entities: Foreign Tax Credits, Anti-Hybrid Rules,...
October 17, 2024 • CPE, EA • CPE On-Demand
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This course will explain foreign branches' tax considerations, including what constitutes a foreign branch and its U.S. reporting obligations, calculating foreign branch income and the related foreign tax credit, and the recent 267A anti-hybrid regulations.
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Portugal as a Destination for UK, U.S., and Other Tax Residents: Latest Immigration and Ta...
September 26, 2024 • CPE, EA • CPE On-Demand
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This webinar will review the impact of recent significant changes to Portugal's tax guidelines and the impact of these changes on immigrants. Our panel of international wealth transfer veterans will discuss the tax ramifications of expatriating and residing in Portugal for U.S., UK, and other countr...
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Forms W-8BEN and W-8BEN-E: IRC Section 1446(f) Withholding, Claiming Withholding Exemption...
September 23, 2024 • CPE, EA • CPE On-Demand
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This webinar will review the updated Series W-8 reporting requirements for Forms W-8 BEN-E, W-8 BEN, and W-8 ECI. Our panel of foreign tax veterans will provide a comprehensive review of the reporting requirements and an explanation of the underlying tax legislation necessitating the preparation of...
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Effectively Connected Income: Defining a U.S. Trade or Business, FDAP Income, FIRPTA, U.S....
September 19, 2024 • CPE, EA • CPE On-Demand
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This webinar will discuss defining, taxing, and withholding obligations of effectively connected income (ECI). Our panel of astute foreign tax specialists will review trade or business income requirements, fixed, determinable, annual, or periodic (FDAP) income, the Foreign Investment in Real Propert...
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Leveraged Blockers for Foreign Investors: Tax Implications
U.S. Nonresident Taxation, Structuring Considerations, Weighing Tax Consequ...
August 29, 2024 • CPE, EA • CPE On-Demand
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This webinar will discuss how a leveraged blocker corporation can maximize net returns to non-U.S. investors and minimize U.S. reporting requirements. Our panel of global structuring experts will review the benefits of leveraged blockers, calculating the tax benefits, and alternative structures that...
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Nonresident Spouses: Tax Considerations for U.S. Citizens
Filing Status, Foreign Earned Income Exclusion, QDOTs, Gifting Strategies
August 22, 2024 • CPE, EA • CPE On-Demand
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This webinar will review the tax choices that must be made by U.S. residents married to nonresidents. Our panel of foreign tax specialists will detail the critical income tax, gift tax, and estate tax concerns of these couples and offer recommendations to mitigate the overall tax burden of these tax...
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Foreign Information Return Penalties After Farhy: Impact of DC Circuit Court Decision
August 19, 2024 • CPE, EA • CPE On-Demand
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This webinar will examine the impact of Farhy v. Commissioner on foreign information return reporting penalties and detail the actions international tax practitioners need to take in light of this case, including the recent D.C. Circuit Court ruling. Our panel of prestigious tax attorneys from the f...
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Form 1042-S: Withholding on Foreign Person's U.S. Income
Electronic Filing Requirements, Form Revisions, Avoiding Filing Errors, Cre...
August 15, 2024 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with a thorough and practical guide to preparing Form 1042-S, Foreign Person's U.S. Source Income Subject to Withholding, including the new reporting requirements. The panel will incorporate recent form revisions. The webinar will also review common mistakes and...
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Form 5471 Categories of Filers: Determining the Proper Category and Filing Requirements
August 5, 2024 • CPE, EA • CPE On-Demand
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This course will explain each category of filer on Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. Our knowledgeable international panel will discuss relative and recent legislation, the accompanying Form 5471 schedules that must be filed by category, and...
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U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions: New Proposed...
Calculating Current Tax, Revenue Procedure 2020-17, Detailing Informational...
July 30, 2024 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with a comprehensive guide to understanding the reporting requirements of U.S. taxpayers with beneficial interests in foreign retirement accounts. Our panel of international compensation experts will review the recently released proposed regulations as they appl...
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International Charitable Giving: Friends of Structures, Donor Advised Funds, Private Found...
July 25, 2024 • CPE, EA • CPE On-Demand
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This webinar will review vehicles individuals can use to support overseas charities and receive a U.S. charitable income tax deduction, as well as some considerations related to donations by U.S. taxpayers who live outside the U.S. and the formation and operation of private foundations.
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International Tax Eggshell Audits and Recent IRS Enforcement: Assessing Audit Risk for U.S...
July 11, 2024 • CPE, EA • CPE On-Demand
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This webinar will update international tax advisers on the IRS' current campaign targeting foreign taxpayers and foreign income. Our astute panelist will discuss the IRS' current enforcement actions, outline managing an IRS examination, and highlight offshore voluntary compliance options.
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Preparing Form 1120-F for Foreign Corporations: Form Revisions, ECI, Protective Claims, an...
July 2, 2024 • CPE, EA • CPE On-Demand
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This course will provide a practical explanation of completing Form 1120-F, U.S. Income Tax Return of a Foreign Corporation. Our experts will explain how to properly prepare this onerous form, including who is required to file, filing protective returns, and issues for consideration with respect to...
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Foreign Asset Information Reporting Requirements: Filing Thresholds, Reconciling Forms, En...
Fundamentals of Offshore Ownership Disclosures: FATCA, FBAR, Business Holdi...
June 27, 2024 • CPE, EA • CPE On-Demand
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This course will provide tax advisers and compliance professionals with a sound foundation for individual taxpayers' complex foreign asset information reporting requirements. The webinar will identify specific classes of offshore ownership interests that require tax reporting when held by individual...
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Foreign Financial Institutions (FFIs): Form 8966, FATCA Filing, Withholding and Reporting...
June 20, 2024 • CPE, EA • CPE On-Demand
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This webinar will outline the reporting requirements of Form 8966, including which organizations must file, identifying applicable account holders, filing the form, handling withholding obligations, and preparing for IRS examinations.
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Form 5471 Attribution Rules: Categories of Filers and Rev Proc 2019-40 Safe Harbors
June 13, 2024 • CPE, EA • CPE On-Demand
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This course will explain the attribution rules for stock ownership for individuals and entities and the filing requirements of Form 5471. Our panel of international tax experts will discuss determining direct and indirect stock ownership that can result in unexpected filing obligations.
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UK Non-Doms: UK US Planning for Current and Upcoming UK Non-Domiciled Taxpayer Regimes
June 6, 2024 • CPE, EA • CPE On-Demand
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This webinar will discuss the current status of non-domiciled taxation in the United Kingdom, along with the proposed abolishment of this status. Our panel of international advisers will explain the current system and offer strategies to deal with the impending changes for residents and potential re...
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Section 861 Sourcing Rules: Income Classifications, Allocating and Apportioning Expenses,...
May 31, 2024 • CPE, EA • CPE On-Demand
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This webinar will discuss the sourcing rules under IRC Section 861 and provide examples of applying these to income classes, allocating and apportioning expenses, and determining the availability of the foreign tax credit. Our panel of foreign tax veterans will provide scenarios that walk internatio...
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Italy and France--U.S. Dual Taxation Issues: U.S. Treaty Benefits, Saving Clause, Residenc...
May 23, 2024 • CPE, EA • CPE On-Demand
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This webinar will discuss the dual taxation issues that advisers, including multinational advisers, must address for taxpayers traveling and residing in France and Italy, as well as the U.S. Our seasoned foreign tax advisers will explain residency, totalization agreements, and taxation of passive an...
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Minimizing International Transfer Taxes: Utilizing Trusts, U.S. Estate and Gift Tax Treati...
May 16, 2024 • CPE, EA • CPE On-Demand
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This webinar will outline methods to reduce gift, estate, and transfer taxes paid by taxpayers holding assets in the U.S. and abroad. Our panel of international trust and estate veterans will divulge planning techniques to minimize transfer taxes paid and point out caveats to avoid when formulating...
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Form 3520: Reporting Foreign Trust Activities on U.S. Beneficiaries' Income Tax Returns
Identifying Filing Obligations, Completing the Form, DNI Planning After MID...
May 8, 2024 • CPE, EA • CPE On-Demand
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This course will provide a practical guide to U.S. tax reporting obligations of U.S. beneficiaries of foreign trusts and non-grantor trusts, including filing Form 3520. The panel will explain the circumstances, events, and transactions that trigger the requirement to file Form 3520. The panel will p...
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International Equity Compensation: U.S. and Foreign Tax Implications of Granting Awards to...
Incentive Stock Options, Nonqualified Stock Options, Phantom Stock Plans, R...
May 2, 2024 • CPE, EA • CPE On-Demand
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This webinar will address the taxation of international equity awards in the U.S. and other specific countries. Our veteran foreign tax panelist will explain how and when common equity grants are taxed in the U.S., U.S. withholding requirements, and how and when these are taxed upon relocation and t...
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Cross-Border Acquisitions: Structuring Acquisitions, Section 7874 Inversion Rules, Section...
April 25, 2024 • CPE, EA • CPE On-Demand
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This webinar will discuss tax consequences of cross-border transactions. Our knowledgeable panel of foreign planning professionals will discuss outbound transfers, foreign acquisitions and section 338(g) elections, and section 7874 inversion transaction.
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Lineage Citizenships: Benefits and Caveats of Dual or New Citizenships, Income and Estate...
Israel, European Union Countries, and Other Countries
April 4, 2024 • CPE, EA • CPE On-Demand
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This webinar will review the tax implications and key considerations for taxpayers considering dual or citizenship in a country outside the United States by lineage. Our panel of international tax experts will explain common steps to claim citizenship by ancestry and claiming lineage citizenship in...
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GILTI Reporting: Preparation of Forms 5471, 8992, 8993, 1118; Comprehensive Examples of Co...
March 28, 2024 • CPE, EA • CPE On-Demand
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This webinar will walk tax practitioners through the GILTI reporting requirements on Forms 8992, 8993, 1118, and 5471. Our astute panel of international reporting experts will present common GILTI scenarios and follow these through the required forms and schedules detailing the steps and considerati...
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FATCA Reporting: Filing Form 8938 for Taxpayers With Foreign Assets, Integrating Latest IR...
March 11, 2024 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with a practical guide to the Foreign Account Tax Compliance Act (FATCA) reporting for taxpayers holding foreign assets. The panel will define reportable specified foreign assets, discuss valuation issues, and offer thorough instruction on completing Form 8938,...
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Complex Issues With Schedule K-2 and K-3 Reporting: Tiered Partnerships, GILTI HTE, FDII
February 29, 2024 • CPE, EA • CPE On-Demand
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This webinar will go beyond the basics of reporting foreign transactions on the new Schedules K-2 and K-3. Our panel of international tax experts will cover how to report complex foreign transactions on these schedules, including the global intangible low-taxed income (GILTI) high-tax exclusion (HTE...
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Real Estate Holding Structures for Foreign Investors: Income and Estate Tax Implications o...
Direct Investments, Partnerships, Corporations, Trusts
February 22, 2024 • CPE, EA • CPE On-Demand
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This webinar will point out the importance of selecting an appropriate holding structure for U.S. real estate owned by foreign taxpayers. Our panel of veteran international tax authorities will weigh the benefits and caveats of choosing a foreign or U.S. entity, including partnerships, corporations,...
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Form 8621 PFIC Reporting: Passive Foreign Investment Company Rules
Proposed and Final Regs, Subpart F Expansion, Dealing With Dual CFC/PFIC St...
February 15, 2024 • CPE, EA • CPE On-Demand
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This course will furnish tax advisers with a thorough and practical guide to reporting 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 holding inte...
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U.S.- Spain Dual Taxation Issues: Spain's Taxation of Income, Capital Gains, and Wealth; B...
Analyzing the U.S.-Spain Income Tax Treaty, Treaty Benefits, and the Saving...
February 8, 2024 • CPE, EA • CPE On-Demand
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This webinar will address dual taxation issues in the U.S. and Spain for residents of both or either country and their tax advisers. Our panel of U.S.-Spain taxation experts will explain how to analyze the U.S.-Spain Income Tax Treaty for benefits available to expatriates and dual residents; the Spa...
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Limitation on Benefits Provisions: Analyzing Article 22, U.S. Model Treaty and LOB in Spec...
Meeting Residency Requirements, Withstanding IRS Challenges
February 5, 2024 • CPE, EA • CPE On-Demand
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This webinar will take a comprehensive look at the limitation on benefits (LOB) provisions in U.S. income tax treaties. Our panel of prominent international tax attorneys will review the purpose of LOB clauses in these treaties and discuss meeting residency requirements using the U.S. Model Treaty a...
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Completing Form 3520, Part IV for Large Foreign Gift or Bequest Reporting: Satisfying Fili...
February 1, 2024 • CPE, EA • CPE On-Demand
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This webinar will analyze the reporting requirements for large foreign gifts on Form 3520, Part IV. Our esteemed international tax panelist will discuss who is required to file, avoiding penalties for non and incomplete filings, and provide examples, including the completion of Part IV, U.S. Recipie...
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Corporate Transparency Act for Foreign Reporting Companies: Filing Requirements, Utilizing...
January 25, 2024 • CPE, EA • CPE On-Demand
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This webinar will provide an in-depth look at how the new Corporate Transparency Act (CTA) applies to international taxpayers. Our panel of foreign tax professionals will review the latest requirements for divulging personal ownership information as it applies to foreign entities and individuals.
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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...
January 19, 2024 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide tax advisers with a thorough and practical guide to 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 treat...
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Calculating and Reporting Foreign E&P: Categorizing PTEP, Form 5471 Schedules H, P & R, Fo...
January 16, 2024 • CPE, EA • CPE On-Demand
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This course will discuss the complications surrounding the determination of foreign earnings and profits (E&P) for controlled foreign corporations (CFCs). Our panel of foreign tax experts will discuss the complexities of the related calculations, including categorizing income, handling retroactive a...
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Form 926 Reporting Transfers to Foreign Corporations: Avoiding Harsh Penalties
Ensuring Consistency Between FATCA, FBAR, Form 5471 and Other Foreign Asset...
January 12, 2024 • CPE, EA • CPE On-Demand
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This course will provide tax advisers and compliance professionals with a comprehensive guide to reporting transfers of property to foreign corporations, as well as review the technical analysis of the types of transactions that require such reporting. The panel will identify the types of transactio...
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Form 5471 Schedules J, P, H, E: Calculating and Reporting E&P and Foreign Tax Credits
December 20, 2023 • CPE, EA • CPE On-Demand
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This course will explain and simplify the preparation of Form 5471, Schedules J, P, H, and E for tax preparers grappling with the requirements of these detailed schedules, including the most recent changes made to these schedules.
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Tax Considerations for Foreign Rental Property: Holding Structures, Reporting Rental Incom...
December 19, 2023 • CPE, EA • CPE On-Demand
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This course will discuss the considerations and caveats of U.S. residents owning foreign rental property. Our seasoned panel of international tax experts will explore U.S. and foreign holding structures, residential and nonresidential rentals, and properly reporting rental income and expenses with a...
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Foreign Tax Credits for Individuals: Form 1116 Changes, Final Regulations, IRS Notice 202...
GILTI High-Tax Exception, Limitations and Calculations, Income Baskets, Car...
December 12, 2023 • CPE, EA • CPE On-Demand
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This course will provide a practical guide to completing Form 1116 to claim foreign tax credits (FTCs) in the aftermath of recently released regulations and considering the addition of the new Schedules K-2 and K3 for pass-through entities. The panel will outline which foreign taxes are eligible for...
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FBAR 2023 Update: Filing Requirements, Recent Cases, Deadlines, Extension, Penalty Resolut...
Who Must File, What Must Be Reported, Willful vs. Non-Willful Failures
December 5, 2023 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with a practical guide to completing the FBAR filing requirements. The panel will offer detailed instructions on completing and filing an FBAR, discuss recent IRS penalty enforcement actions for non-filing of foreign bank accounts, review recent cases, and descr...
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IC-DISC Strategies: Mastering the Complex Operational Challenges
Anticipating IRS Audit Risks, Calculating Commissions, and Tackling Computa...
November 30, 2023 • CPE, EA • CPE On-Demand
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This course will prepare accounting professionals and tax advisers to fully leverage the tax benefits of IC-DISC (interest charge-domestic international sales corporation) formation. The panel will review and explain the key strategic steps for day-to-day aspects of running an IC-DISC, including cal...
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Preparing Forms 8992 and 8993 for GILTI and FDII: Recent Updates, Tested Income, QBAI, and...
November 21, 2023 • CPE, EA • CPE On-Demand
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This course will guide international tax professionals through preparing and calculating amounts for reporting on Forms 8992 and 8993 for GILTI (global intangible low-taxed income) and FDII (foreign derived intangible income). The panelist will discuss the concepts behind the numbers, recent changes...
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U.S. Income and Social Security Taxation of Foreign Teachers and Students: Taxation of F1...
Residency Rules, Substantial Presence Exemptions, Applying for Social Secur...
November 16, 2023 • CPE, EA • CPE On-Demand
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This webinar will cover tax requirements for teachers, trainees, and students living in the U.S. Our panel of international tax matter experts will discuss the U.S. residency rules, substantial presence test, Social Security and Medicare taxes, exemptions, and exceptions as they apply to foreign ind...
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Selling a Partnership Interest With Foreign Partners: Complying With Section 1446(f) Withh...
November 14, 2023 • CPE, EA • CPE On-Demand
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This presentation will review the special compliance requirements for foreign partners and members of U.S. and foreign partnerships that have U.S. filing and withholding obligations. Our veteran international tax practitioner will review circumstances when the newest withholding rules apply, excepti...
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Form W8-BEN-E: Claiming Treaty Benefits, Withholding Rates, and Chapter 3 and 4 Status
November 7, 2023 • CPE, EA • CPE On-Demand
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This course will discuss the required preparation of Form W-8BEN-E, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting, by certain foreign entities transacting business with U.S. taxpayers and the related withholding requirements. Our panel of internati...
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Foreign Cloud Computing Transactions: U.S. Taxation of Service, Intangible, Copyright, and...
October 24, 2023 • CPE, EA • CPE On-Demand
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This webinar will discuss U.S. taxation of foreign computer programs and cloud computing transactions. Our panel of international tax attorneys will explain U.S. sourcing rules for overseas digital commerce and the latest regulations relating to taxation and classification of computer-related busine...
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Foreign Late Filing Notices: Effective Responses for Penalty Abatement
Reasonable Cause, First Time Abatement, Reliance on a Professional, Exercis...
October 17, 2023 • CPE, EA • CPE On-Demand
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This webinar will examine the current state of IRS responses to international taxpayers' requests for penalty relief for late filing of foreign information returns. Our astute panel of international tax experts will review what constitutes reasonable cause, when first-time abatement applies, and wil...
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Malta Retirement Plans: IRS Proposed Regulations, Penalties and Sanctions, Foreign Informa...
October 3, 2023 • CPE, EA • CPE On-Demand
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This webinar will discuss the proposed (and possibly final) IRS regulations, how to comply with them (including the applicability of voluntary disclosure programs), and tips, tricks, and best practices related to reporting foreign pensions. The webinar will also offer a general update on the U.S. ta...
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GILTI Calculations for Individual U.S. Shareholders: Section 951A
October 2, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide tax advisers with a practical guide to the global intangible low-taxed income (GILTI) provisions. The panel will detail the tax calculations and reporting requirements for taxpayers with GILTI inclusions and describe planning opportunities to minimize the tax impact on indiv...
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Preparing Schedules K-2 and K-3: Qualifying for Penalty Relief, Who Must File, Reporting F...
September 26, 2023 • CPE, EA • CPE On-Demand
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This course will discuss the required Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity. Our panel of highly experienced tax specialists will explain each part of each schedule so that tax practitioners can efficiently meet this reporting obligation...
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Avoiding Foreign Tax Credit Errors and Maximizing Opportunities: Maximizing the FTC
Deductions vs. Credits, Paid vs. Accrued Taxes, Interaction With Section 91...
September 12, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This webinar will look at opportunities to maximize the foreign tax credit (or deduction) for individual taxpayers. Our panel of global tax specialists will walk international tax advisers through common foreign tax credit scenarios and explain the steps to take to maximize this lucrative credit.
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Applying the Saving Clause and Exceptions in U.S. Income Tax Treaties
September 7, 2023 • CPE, EA • CPE On-Demand
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This webinar will discuss the application of the saving clause in U.S. international income tax treaties. Our panel of foreign tax matter experts will identify the saving clause in U.S. income tax treaties, analyze saving clause exceptions, and provide examples of the application of the saving claus...
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Purchasing Real Estate Abroad: U.S. and Other Country Tax and Information Return Reporting...
August 31, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This webinar will examine the tax implications of purchasing real estate abroad. Our panel of foreign tax experts will explain the U.S. tax benefits of holding property abroad, holding structure considerations, and the particulars of buying real estate in certain countries, including Spain, the Unit...
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Reclaimable Foreign Tax Credits: Calculating and Applying for Refunds of Excess Withholdin...
August 29, 2023 • CPE, EA • CPE On-Demand
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This webinar will detail the process for obtaining relief for overwithheld foreign taxes. Our international tax planning expert will explain when foreign taxes paid can be reclaimed and walk tax professionals through calculating and applying for a refund of excess taxes paid.
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Mastering Form 5472: Filing Requirements for Foreign Individuals, LLCs, and Companies
Meeting Information Return Requirements for Foreign-Owned Disregarded Entit...
August 22, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide tax advisers with a thorough and practical guide to completing Form 5472, focusing on the impact of IRS regulations requiring 5472 reporting by disregarded entities (DREs) with foreign owners. The panel will provide line-by-line guidance on completing the form, define comple...
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Avoiding Common FBAR Errors: Missed Accounts, Failure to File, Amending Returns, Delinquen...
August 8, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This webinar will address common FBAR reporting errors and discuss how to remedy and avoid these. Our panel of tax controversy experts will identify accounts that must be included on the FBAR but are often overlooked and point out misunderstandings surrounding reporting thresholds and filing require...
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GILTI High Tax Exclusion Final Regulations: Tested Units, Controlled CFC Groups
August 3, 2023 • CPE, EA • CPE On-Demand
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This course will provide CFC shareholders and tax professionals with a comprehensive understanding of the final global intangible low-taxed income (GILTI) High Foreign Tax Exclusion Regulations (T.D. 9902). Our panel of international tax experts will explain how the final regulations change the orig...
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Navigating International Domicile Changes: Residency Issues, Exit Tax, and Green Card Revo...
July 11, 2023 • CPE, EA • CPE On-Demand
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This webinar will highlight the factors to consider when making an international domicile or residency change. The panelist will cover key considerations taxpayers should make before moving into or out of the U.S.
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Nonresident Tax Issues: ECI, Structures for Holding U.S. Assets, Treaty Benefits, Estate a...
July 6, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide tax practitioners working with U.S. nonresident aliens (NRAs) with practical steps to minimize U.S. taxes for these U.S. taxpayers. The panelists will cover the rules for federal income, estate, and gift taxation of nonresidents and provide concrete advice on mitigating thes...
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IRC 962 Election for Corporate Tax Rate on Subpart F Income
Avoiding GILTI Complexities, Claiming Indirect Deemed Paid Foreign Tax Cred...
June 20, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will guide tax advisers in making a Section 962 election for an individual, trust, or estate to be taxed at corporate rates on foreign-sourced income under Section 951(a) and global intangible low-taxed income (GILTI) treated in the "same manner" as Subpart F inclusions. The panel will s...
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Form 8865: Reporting Foreign Partnership Interests
Determining Taxpayer Categories Based on Control or Ownership, Schedule K-2...
June 14, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide tax advisers and return preparers with a practical guide to completing Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. The panel will discuss how to correctly identify the taxpayer category, determine the allocable share of foreign income, com...
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FIRPTA: New Proposed Regulations, Identifying Exempt DCQIEs, Withholding Rules, Holding St...
June 6, 2023 • CPE, EA • CPE On-Demand
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This webinar will analyze FIRPTA (Foreign Investment in Real Property Tax Act) rules for foreign investors in U.S. real estate. Our panel of multinational tax experts will review the recently released regulations, consider appropriate holding structures to minimize U.S. tax liability, and detail the...
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Economic Substance Doctrine: Complying With U.S., European Union, Cayman Islands, Nevis, a...
May 30, 2023 • CPE, EA • CPE On-Demand
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This webinar will review the economic substance doctrine from the perspective of the U.S., EU, and offshore jurisdictions. Our panel of global tax attorneys will explain how to comply with the U.S. economic substance rules, European directives, and similar requirements of other offshore locations, i...
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Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities: Ownership and Correct Fili...
Information Return Requirements for Check-the-Box Structures Including Indi...
May 23, 2023 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will guide tax advisers to the U.S. reporting requirements for ownership of foreign disregarded entities (FDEs) on IRS Form 8858. The panel will offer section-by-section detail on completing Form 8858, discuss the interrelation between Form 8858 and other required international informati...
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U.S. Taxation of Common Visa Types: H1-B, F-1/J-1, B-1/B-2, TN, EB-1, and Others
May 9, 2023 • CPE, EA • CPE On-Demand
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This course will address U.S. nonresident taxation by visa type. The panelist will identify common visa categories and explain when a visa holder is subject to U.S. taxation of income, what treaty and other benefits may be available to mitigate taxation, and when U.S. earnings are subject to Social...
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International R&E: Impact of Section 174 Capitalization Requirements on Multinational Taxp...
May 2, 2023 • CPE, EA • CPE On-Demand
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This webinar will discuss the impact of recent changes to the deductibility of research and experimental expenditures (R&E) on multinational taxpayers. Our panel of international tax advisers will clarify what costs constitute R&E expenses, explain how these costs should be treated, and provide exam...
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Form 5471 Schedule J, Accumulated Earnings of Controlled Foreign Corporations: Line-by-Lin...
Deep Dive Into Additional Categories, Classifications, and Sections of Comp...
April 25, 2023 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with a practical, in-depth guide to completing Form 5471's recently revised Schedule J, Accumulated Earnings & Profits (E&P) of Controlled Foreign Corporations. The panel will take a line-by-line approach to the form, discussing each of the income items listed i...
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Canada-U.S. Estate and Gift Tax Planning: Utilizing Canada-U.S. Income Tax Treaty Provisio...
April 18, 2023 • CPE, EA • CPE On-Demand
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This webinar will explain the transfer taxes paid in Canada and the U.S. by residents of the U.S. and/or Canada. Our panel of foreign tax experts will discuss specific articles in the Canada-U.S. Income Tax Treaty and provide examples of how these can be applied to mitigate estate and gift taxes pai...
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Representing Refugees: ITINs vs. SSNs, Eligibility for Specific Tax Benefits, Resident vs....
February 28, 2023 • CPE, EA • CPE On-Demand
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This webinar will explain how tax professionals can assist refugees with the overwhelming U.S. tax requirements. Our panel of foreign filing experts will address critical questions to ask, determining residency status, applying for Taxpayer Identification Numbers (ITINs) and Social Security numbers,...
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UK-Based Retirement Accounts for U.S. Taxpayers: Mastering Reporting, Maximizing Planning...
Utilizing Treaty Provisions to Achieve Optimal Tax Results While Complying...
February 21, 2023 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with a deep dive into tax reporting requirements and planning opportunities for clients who take distributions from, or have ownership of, UK-based retirement accounts such as self-invested personal pensions (SIPPs) and other plans. The panel will discuss the U....
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Schedules Q & R, Form 5471: Reporting CFC Income by CFC Income Groups and Distributions Fr...
February 14, 2023 • CPE, EA • CPE On-Demand
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This webinar will explain preparing the recently added Schedule Q, Certain Foreign Corporation (CFC) Income by CFC Income Groups, and Schedule R, Distributions From a Foreign Corporation, of Form 5471. Our panel of international tax veterans will discuss the legislative background necessitating the...
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Retiring Abroad: Tax Considerations, Expatriation From the U.S., Immigration, Golden Visas...
Puerto Rico, Portugal, Israel, Singapore, Cost Rica
February 9, 2023 • CPE, EA • CPE On-Demand
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This webinar will take a detailed look at the most significant concerns of taxpayers considering retiring abroad. Our panel of international tax attorneys will explain U.S. expatriation requirements, the benefits and caveats of Golden Visa programs, and immigration considerations for moves to Puerto...
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Form 1040NR Nonresident Alien Filing Challenges and Effective Approaches
Determining Taxpayer Classifications and Elections, Computing Income and De...
January 31, 2023 • CPE, EA • CPE On-Demand
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This course will provide tax advisers and 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.S. income t...
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Completing Form 8833 Treaty-Based Return Position Disclosure: Claiming Income Tax Treaty B...
Identifying Treaty Provisions and Impacted Code Sections, Interrelated Fili...
January 10, 2023 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with an in-depth and practical guide to identifying the reporting requirements and completing IRS Form 8833 Treaty-Based Return Disclosure.
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Subpart F Expansion Final and Proposed Regulations: Increased Tax Liability and Reporting...
Controlled Foreign Corporation and U.S. Shareholder Definitions, GILTI
December 14, 2022 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with a practical overview of the significant to Subpart F tax treatment of controlled foreign corporations (CFCs). The panel will detail in plain language the specific areas of Subpart F, including the downward attribution rules, recent final and proposed regula...
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Tax Consequences of Working Remotely Abroad: VISAs, Data Security, Permanent Establishment...
November 29, 2022 • CPE, EA • CPE On-Demand
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This webinar will address the tax consequences of employees working overseas remotely. The panelist will outline work status and VISA considerations, address data security concerns, and recommend employer policies that all businesses should have in place. The panelist will point out proactive consid...
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Foreign Earned Income: Form 2555 Exclusion
Navigating Tax Treaties, Social Security Totalization Agreements
November 21, 2022 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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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 Earne...
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Basics of Foreign Inbound Reporting: Effectively Connected Income, FDAP, U.S. Withholding...
November 1, 2022 • CPE, EA • CPE On-Demand
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This webinar will break down the terminology, filing requirements, and withholding rules for foreign inbound transactions for tax practitioners working with multinational individuals and businesses. Our panel of knowledgeable foreign tax experts will discuss effectively connected income (ECI), fixed...
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International Private Client Issues for Non-U.S. Residents: Serving High Net Worth Foreign...
Foreign vs. Domestic Drop-Off Trusts, Working With Family Offices, Multi-Ju...
October 5, 2022 • CPE, EA • CPE On-Demand
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This course will provide advisors with a practical guide to the planning opportunities and potential tax pitfalls in providing private client services (PCS) for high net worth nonresident clients with U.S. tax presence. The panel will go beyond the basics to detail intricate strategies for minimizin...
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Basics of Foreign Outbound Tax Reporting: Identifying Income Tax and Information Return Re...
An Introduction to Forms 1116, 2555, 8938,5471, 8865, 8858, 8621, 926 and t...
August 23, 2022 • CPE, EA
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This course will provide tax advisers and professionals with a sound foundation for identifying foreign tax and asset information requirements for outbound transactions. The webinar will identify reporting requirements, explain outbound filing duties, and detail the intersection between information...
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Closer-Connection Exception: Determining Tax Home; Treaty Tie-Breakers, Form 8840
August 2, 2022 • CPE, EA • CPE On-Demand
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This course will examine how individuals can avoid residency status for U.S. income tax purposes by establishing a closer connection to a foreign country or by utilizing the treaty tie-breaker provision of an income tax treaty the United States has entered into with another country. Our seasoned int...
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Streamlined Filing Compliance Procedures: IRS Foreign and Domestic Amnesty Programs
July 26, 2022 • CPE, EA • CPE On-Demand
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This webinar will guide international tax advisers through streamlined compliance programs offered by the IRS to bring taxpayers up to date on their tax and foreign reporting obligations. Our authoritative panel will explain eligibility requirements and required documentation as well as offer advice...
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Form 8832 Check-the-Box Entity Elections Under Section 7701: Selecting Entities for Foreig...
July 18, 2022 • CPE, EA • CPE On-Demand
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This course will provide tax advisers with practical guidance on the advantages and pitfalls of utilizing the check-the-box entity selection for U.S. individuals with offshore business activities. The panel will discuss the various tax effects of specific elections, outline the tax timing and treatm...
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International Cryptocurrency Tax Compliance Challenges: Information and Income Tax Reporti...
July 12, 2022 • CPE, EA • CPE On-Demand
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This webinar will discuss the information and income tax reporting obligations for individuals and businesses owning cryptocurrency. Our panel of foreign tax veterans will discuss the diverse treatment of digital assets in the U.S. and abroad, provide insights and advice on meeting tax and disclosur...
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Willful FBAR Violations: Distinguishing Willful and Nonwillful, Relevant Factors, Mitigati...
June 21, 2022 • CPE, EA • CPE On-Demand
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This webinar will examine the most recent and notable cases and guidance surrounding FBAR violations. Our astute panel will cover the factors differentiating willful and nonwillful violations, what constitutes willful blindness, enforcement measures, and steps taxpayers can take to mitigate and avoi...
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Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits and Form 8833
May 31, 2022 • CPE, EA • CPE On-Demand
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This course will provide tax advisers, professionals, and preparers with a solid overview and explanation of key income tax treaty provisions needed to determine whether their clients may take treaty-based return positions. The panel will discuss income tax treaties that exist between the U.S. and o...
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International Tax Disputes: FBAR Violations, Penalty Stacking, Form 3520, Accidental Ameri...
Lessons Learned From Current and Notable Cases
May 24, 2022 • CPE, EA • CPE On-Demand
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This webinar will analyze the most recent and relevant court cases affecting international taxpayers. Our panel of foreign tax veterans will detail the status of recent and notable cases and offer insights for handling common international tax and compliance problems.
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Foreign Tax Credits for Individuals: Form 1116 Changes, Final and Proposed Regulations
GILTI High-Tax Exception, Limitations and Calculations, Income Baskets, Car...
May 19, 2022 • CPE, EA • CPE On-Demand
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This course will provide a practical guide to completing Form 1116 to claim foreign tax credits (FTCs) in the aftermath of recently released regulations and considering the addition of the new Schedules K-2 and K3 for pass-through entities. The panel will outline which foreign taxes are eligible for...
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Form 3520-A Line by Line: Preparing Owner and Beneficiary Statements, Avoiding Penalties,...
May 10, 2022 • CPE, EA • CPE On-Demand
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This webinar will provide trust and international practitioners with a line-by-line explanation of the filing requirements and examples of filing Form 3520-A, Annual Information Return Foreign Trust With a U.S. Owner. Our panel of international tax veterans will offer advice for unfiled returns and...
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Accidental Americans: Remedying Noncompliance, IRS Streamlined Procedures, Relinquishing a...
May 3, 2022 • CPE, EA • CPE On-Demand
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This webinar will explain which former U.S. residents, with no or insignificant ties to the U.S., may be subject to U.S. tax and information return reporting requirements. Our panel of foreign tax experts will discuss required filing and reporting requirements, using IRS' streamlined procedures to b...
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Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities: Ownership and Correct Fili...
Information Return Requirements for Check-the-Box Structures Including Indi...
March 17, 2022 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will guide tax advisers to the U.S. reporting requirements for ownership of foreign disregarded entities (FDEs) on IRS Form 8858. The panel will offer section-by-section detail on completing Form 8858, discuss the interrelation between Form 8858 and other required international informati...
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Form 1040NR Nonresident Alien Filing Challenges and Effective Approaches
Determining Taxpayer Classifications and Elections, Computing Income and De...
February 8, 2022 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide tax advisers and 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.S. income t...
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Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities: Ownership and Correct Fili...
Information Return Requirements for Check-the-Box Structures Including Indi...
January 11, 2022 • CPE, EA • CPE On-Demand
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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Strafford All-Access Pass.
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This course will guide tax advisers to the U.S. reporting requirements for ownership of foreign disregarded entities (FDEs) on IRS Form 8858. The panel will offer section-by-section detail on completing Form 8858, discuss the interrelation between Form 8858 and other required international informati...
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Canada and Mexico Income Tax Treaties: Contrasting and Analyzing Two Typical U.S. Treaties
December 14, 2021 • CPE, EA • CPE On-Demand
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This webinar will provide background on treaty provisions, then review the Mexico-United States and Canada-United States income tax treaties in detail. The treaties are juxtaposed, allowing advisers to grasp standard components of modern and dated U.S. income tax treaties with other countries.
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U.S.-Israel Dual Taxation: Treaty Benefits, Taxation of Real Estate Transactions, Pensions...
November 30, 2021 • CPE, EA
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This course will explain tax planning opportunities, and pitfalls to avoid for both U.S. immigrants to Israel and Israelis residing in the U.S. Our panel of international tax experts will discuss tax compliance and reporting responsibilities, review taxation of real estate transactions, and analyze...
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Pre-Immigration Income Tax Strategies and Nuances for First Year Tax Filing
September 28, 2021 • CPE, EA
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This course will explain tax strategies, caveats, and considerations for nonresidents to reside in the U.S. or become U.S citizens. Our panel of foreign tax experts will discuss specific strategies, including basis step-up options, drop-off trusts, income acceleration, manipulating tax rates, and ot...
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Section 965 Payment Acceleration Events: Avoiding Triggers, Curable Events
August 24, 2021 • CPE, EA
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This course will point out specific actions that accelerate the deferred payment of tax on repatriated earnings under IRC Section 965. Our veteran panel of foreign tax experts will discuss which actions are curable, how to cure these, and identify ways to avoid activities triggering the acceleration...
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Tax Challenges of Multinational Employment Benefits: RSUs, Stock Options, Deferred Compens...
August 10, 2021 • CPE, EA
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Strafford CPE Pass.
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This course will explain the taxation of multinational benefits for residents and nonresidents, including RSUs, stock options, retirement plans, and deferred compensation. Our panel will explain the tax considerations of these perks to lessen the overall tax burden for taxpayers subject to taxation...
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Form 5471: Preparing Schedule C Income Statement and Schedule F Balance Sheet
Overcoming Challenges With Functional Currency, U.S. GAAP Presentation, and...
August 5, 2021 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide practical steps for meeting the requirements of Form 5471 Schedules C and F, the income statement, and balance sheet for tax preparers. Our panel will provide insights into meeting the IRS requirements for including these statements, including reporting these in functional c...
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Tax Considerations of Repatriation: Previously Taxed E&P, Non-PTEP, Return of Capital, Mul...
June 8, 2021 • CPE, EA
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This course will cover repatriation issues for multinational taxpayers. Our panel of foreign tax experts will examine distributions of E&P from PTEP, non-PTEP, and the return of basis and explain the tax considerations and benefits available for each distribution type.
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Family Office Investment in U.S. Real Estate: Focus on Inbound Investment by Non-U.S. Inve...
Blocker Corporations, REITs, BEAT, FIRPTA Withholding Rules and Exemptions
June 7, 2021 • CPE, EA
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Strafford CPE Pass.
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This course will provide tax advisers with a practical guide to foreign investors' opportunities and challenges in U.S. real estate. The panel will discuss the impact of entity selection, FIRPTA withholding requirements, and blocker corporations. The webinar will also focus on the planning opportuni...
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U.S.-European Union Dual Taxation Issues: Residency Determinations, Treaty Benefits, Digit...
June 3, 2021 • CPE, EA
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Strafford CPE Pass.
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This course will cover income tax treaties with several European countries in detail. It will examine the specifics and nuances of U.S. income tax treaties with France, Germany, Portugal, Spain, and other European countries to minimize taxes and secure benefits offered for taxpayers with dual filing...
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Recent Developments: Sourcing Rules for Personal Property and Dispositions of Partnership...
March 2, 2021 • CPE, EA
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This course will clarify the recently released final regulations for the sale of personal property and inventory and explain the application of Section 864(c)(8), added by the 2017 Tax Act, to the sale of partnership interests. Sourcing determinations made under these guidelines are far-reaching and...
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Foreign Investment in U.S. Real Estate: Reporting and Avoiding Withholding, Holding Struct...
February 3, 2021 • CPE, EA • CPE On-Demand
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This course will explain the complexities of taxation and withholding on foreign investment in U.S. real property. Our panel of multinational tax veterans will focus on strategies to minimize taxation of these properties--whether held individually or through an entity--for tax practitioners working...
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Nonresident Rental Income: Net Elections, Form 1040NR, Form 5472, Passive Losses, and Curr...
January 19, 2021 • CPE, EA
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Strafford CPE Pass.
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This course will cover the tax rules for nonresidents aliens (NRAs) owning rental property in the U.S. Our foreign tax expert will explain making the net election, Form 1040NR and other U.S. foreign reporting requirements, the current IRS initiative targeting these properties, and the limited relief...
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U.S.-Australian Dual Taxation Issues: Superannuation Funds and the U.S.-Australia Income a...
December 3, 2020 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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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 mitigat...
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U.S.-UK Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S. Taxpa...
Analyzing Tax Treaties to Minimize Tax: Impact of Brexit, Passive Income, a...
August 27, 2020 • CPE, EA
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Strafford CPE Pass.
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This course 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 the United Kingdom, as well as UK citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax law a...
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International Tax Issues for Athletes and Entertainers: Residency, Tax Treaty Provisions,...
August 20, 2020 • CPE, EA
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This course will discuss ways to mitigate the tax burden for foreign athletes and entertainers. Our international taxation experts will discuss residency requirements along with structuring opportunities, tax treaty benefits, and withholding considerations for U.S. resident and nonresident performer...
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Section 267A New Final Anti-Hybrid Regulations
Hybrid Deduction Accounts, Foreign Hybrid Mismatch Rules, and Notional Inte...
August 13, 2020 • CPE, EA
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This course will cover the disallowance of deductions for certain hybrid transactions with related parties under Section 267A, including an analysis of the April 2020 finalized and proposed regulations.
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Sourcing U.S. and Foreign Income: Dividends, Service Income, Property Sales, Rents, and In...
July 8, 2020 • CPE, EA
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This course will provide a comprehensive review of how income is sourced to the U.S. and other countries. Our authoritative panel will provide insights to help mitigate multi-country taxation and avoid improper classifications of income. They will explain the benefits available in particular income...
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U.S. Social Security Totalization Agreements
Avoiding Double Taxation, Maximizing Government Retirement Benefits, and Do...
June 18, 2020 • CPE, EA
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This course will provide tax advisers with a comprehensive guide to navigating the complex area of Social Security totalization agreements. The panel will detail how totalization transactions operate and what documentation is necessary to avoid dual social security contributions. The experts will al...
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Global Entity Structuring: U.S. Taxpayers Doing Business Abroad
U.S. or Foreign, Corporation or Pass-Through, FTCs, Treaty Provisions and R...
June 11, 2020 • CPE, EA
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This course will weigh the pros and cons of holding structure choices for foreign investments made by U.S. taxpayers. Our panel will explore the tax impact of entity choice as well as relief available for advisers working with taxpayers with global income.
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Foreign Taxpayers and the CARES Act: NOL Carrybacks, PPP Loans, Permanent Establishment, F...
June 2, 2020 • CPE, EA
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This course will address the benefits available for foreign taxpayers under the CARES Act and the caveats of implementing this relief. Our international tax experts will explain the unique considerations of applying this relief to foreign individual and business taxpayers.
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U.S. Foreign Tax Reporting for Individuals: International Repatriation and Inclusion Provi...
Section 962 Election, GILTI Inclusions, Intangible and Passive Income Treat...
May 14, 2020 • CPE, EA • CPE On-Demand
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Strafford CPE Pass.
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This course will provide tax advisers and compliance professionals with a practical guide to the impact of the 2017 tax reform on U.S taxpayers with foreign income and tax reporting obligations. The panel will examine the significant changes the law imposes on calculating and reporting taxable forei...
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Residency, U.S. Source Income, Deductions, and Filing Status in Dual-Status Returns
Mechanics of Filing Both Resident and Nonresident Returns
May 7, 2020 • CPE, EA
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This course will review the complexities of filing dual-status returns, including determining residency status, the mechanics of filing as both a resident and nonresident within the same tax year, determining U.S. source taxable income, and identifying available deductions. Advisers working with cli...
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Form 5471 for Interests in Foreign Entities: CFC Reporting Relief, Determining Ownership S...
March 5, 2020 • CPE, EA
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This course will provide tax advisers with a practical guide to completing Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. The panel will review the significant changes made to Form 5471 in light of the 2017 tax overhaul legislation and recent changes made...
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India-U.S. Tax Issues: FATCA/FBAR Reporting Compliances, NRE/NRO Account Requirements, Tax...
February 27, 2020 • CPE, EA
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This course will assist tax preparers with the complexities of filing U.S. Form 1040, U.S. Individual Income Tax Return, for taxpayers who are also filing Form ITR in India. Our panel of experts will review and explain India's Form ITR, including its categories of income and deductions. They will he...
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U.S. Tax Reporting of Foreign Retirement Accounts and Other Foreign Trusts
January 23, 2020 • CPE, EA
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This course will cover tax considerations for individuals with interests in foreign retirement accounts and trusts and will benefit accountants, attorneys, and investment professionals serving these clients. The webinar will go beyond the basics to offer useful practice pointers on how the IRS appro...
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Outbound Foreign Income Tax Reporting Basics: Filing Requirements and Thresholds
Reconciling Income, Credits and Treaty Benefits, Foreign Entity Classificat...
December 10, 2019 • CPE, EA
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This course will provide tax advisers with a guide to the framework of reporting foreign income and its accompanying tax obligations. The panel will detail the tax treatment of various classes of income, describe the remaining framework of deferral opportunities, credits for foreign taxes paid, tax...
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Subpart F Expansion After Tax Reform: Increased Tax Liability and Reporting Obligations
New Controlled Foreign Corporation and U.S. Shareholder Definitions, GILTI,...
December 3, 2019 • CPE, EA
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This course will provide tax advisers with a practical overview of the significant changes the 2017 tax reform law made to Subpart F tax treatment of controlled foreign corporations (CFCs). The panel will detail in plain language the specific areas where the law expanded Subpart F, including for exa...
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W-8 and W-9 Series Forms for Individual Taxpayers and Foreign Withholding Rules
Claiming Treaty Exemptions From Withholding on Effectively Connected Income...
October 1, 2019 • CPE, EA
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Strafford All-Access Pass.
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This course will provide tax advisers with a detailed and practical guide to Form W-8 series reporting for withholding on income associated with foreign entities or accounts for individual taxpayers. The panelist will describe the most recent 2017 changes to Form W-8BEN and will offer useful tips to...
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Form 8832 Check-the-Box Entity Elections Under Section 7701: Selecting Entities for Foreig...
September 26, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with practical guidance on the advantages and pitfalls of utilizing the "check-the-box" entity selection for U.S. individuals with offshore business activities. The panel will discuss the various tax effects of specific elections, outline the tax timing and tax...
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Expatriation Tax Planning for U.S. Retirees: Filing Obligations, Exit Tax, U.S. Pension an...
July 25, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a practical guide to the potential benefits and pitfalls of expatriation retirement planning. The panel will offer strategies for minimizing the impact of expatriation taxes, guidance on the effect of leaving the U.S. on Social Security and qualified plan d...
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U.S.-Mexico Dual Taxation: Residency Rules, Filing Requirements, Planning Opportunities
Tax Treaty Provisions, Center of Vital Interest Standards, Fideicomisos and...
July 18, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a thorough and practical guide to the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Mexico, as well as Mexican citizens with U.S. tax presence and reporting obligations. The panel will discuss U.S. tax l...
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Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Worker...
Navigating Tax Treaties, Social Security Totalization Agreements, and Other...
July 9, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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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 elections and procedures that may have significant income tax consequences for the worker and, in some cases, the sponsoring em...
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Form 5471 for Interests in Foreign Entities After Tax Reform
New Schedules, Determining Ownership Share and Correct Filing Status
June 12, 2019 • CPE, EA • CPE On-Demand
This program is included with the
Strafford CPE Pass.
Click for more information.
This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a practical guide to completing the new Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations. The panel will detail the significant changes made to Form 5471 in light of the 2017 tax overhaul legislation. The webinar wi...
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U.S.-China Tax Issues for Dual-Status Taxpayers: Tax Planning and Compliance Requirements,...
Capital Controls and Asset Migration, Pre-Immigration Planning, Special Con...
May 8, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a practical guide into the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in China, as well as Chinese citizens with U.S. tax reporting obligations. The panel will describe Chinese residency and expatriation...
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IRC 338(g) Elections for Buyers of Controlled Foreign Corporation Stock in Wake of Major C...
Section 1248(j) and 100% Dividends Received Deduction and Impact of GILTI C...
February 28, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers to individuals with a practical guide to the tax implications of Section 338(g) election on the purchase of controlled foreign corporation (CFC) stock. The panel will discuss the mechanics of taking a basis adjustment under IRC 338(g) and describe how the 2017 t...
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New IRS Foreign Tax Credit Regulations: IRC 904 Limitation, Allocation/Apportionment Rules...
Additional Income Buckets, Carryover and Carryback Rules, GILTI Application
February 12, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a critical first look at new IRS proposed guidance on calculating foreign tax credit (FTC) limitations under Section 904. The panel will outline which additional "buckets" for foreign income grouping the new regulations create, discuss new rules regarding t...
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Foreign Entity Selection for U.S. Owners of Offshore Businesses: Avoiding Tax and Reportin...
Applying U.S. Law to Foreign Structures, Determining Whether Foreign Trust...
January 17, 2019 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers to individuals owning controlling shares in foreign businesses with a practical guide to the tax and operational impacts of selecting the entity form for those foreign entities. The panelist will discuss the full range of short-term and long-term tax issues that...
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Foreign Asset Disclosure Noncompliance and Penalty Abatement After OVDP Closing
Remaining IRS Voluntary Disclosure Initiatives, Challenging Finding of Will...
December 12, 2018 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a useful and practical guide to navigating the IRS disclosure and penalty abatement process for foreign information reporting noncompliance after the closing of the Overseas Voluntary Disclosure Program (OVDP). The panel will discuss the remaining avenues f...
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Section 988 Foreign Currency Transaction Reporting Rules for Options, Straddles and Hedges
Utilizing Elections and Avoiding Traps in Foreign Currency Options, Section...
November 15, 2018 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide a comprehensive guide to reporting foreign currency transactions. The panel will outline the ground rules under IRC Section 988 and discuss scenarios where the taxpayer may elect out of ordinary income treatment. The presenters will also give practical tools to navigating th...
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Advanced Tax Planning for Nonresident Aliens: Pre-Immigration Strategies
Basis Adjustment Transactions, Drop-Off Trusts, Treatment of Nonresident In...
October 30, 2018 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a practical guide to planning tools and techniques for clients who are nonresident aliens. The panel will go beyond the basics to detail intricate strategies for minimizing income tax, including basis strategies for non-U.S. situs assets, structuring "drop-...
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Section 1291 Excess Distribution Calculations for PFIC Tax and Interest Reporting
Extrapolating PFIC Information From Fund Statements and Reporting on Form 8...
June 19, 2018 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a detailed analysis of Section 1291 reporting including how to perform the onerous calculations and determine available elections to ease the burden. The panel will go beyond the basics to provide examples of PFIC disclosures on fund statements and illustra...
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Canadian RRSPs, RRIFs and Other Foreign Funded Retirement Plans: Tax Planning and Reportin...
May 1, 2018 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a comprehensive guide to tax reporting requirements and planning opportunities for clients who take distributions from, or have ownership of, Canadian Registered Retirement Savings Plan (RRSP) accounts and similar accounts in other countries. The panel will...
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Deemed Repatriation of Deferred Foreign Earnings: Calculating Accumulated E&P and Transiti...
Determining U.S Shareholders, Cash vs. Non-Cash Positions, Netting Provisio...
February 21, 2018 • CPE, EA • CPE On-Demand
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers with a practical guide to the deemed repatriation provisions of the new tax reform bill, with a focus on the specific compliance aspects of the requirement to recognize all post-1986 deferred foreign source income. The panel will go beyond the basics of what the...
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Tax Reform and U.S. Foreign Reporting for Individuals: New Cross-Border Repatriation and I...
Navigating Participation Exemption System, GILTI Inclusions, Intangible and...
February 15, 2018 • CPE, EA • CPE On-Demand
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course will provide tax advisers and compliance professionals with a critical first look at the practical impact of the new tax overhaul bill on U.S taxpayers with foreign income and tax reporting obligations. The panel will examine the major changes the new law imposes on calculating and repor...
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Mastering Form 1040NR U.S. Nonresident Alien Income Tax Returns
Identifying ECI and FDAP, Determining Taxpayer Classifications and Election...
September 20, 2017 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course 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....
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Foreign Personal Holding Company Income Reporting: Mastering Subpart F Inclusions and Deem...
Navigating Foreign Tax Credit Passive Buckets, Look-Through Recharacterizat...
May 11, 2017 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This program is included with the
Strafford All-Access Pass.
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This course 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 i...
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Income Sourcing in Multinational Tax Planning and Compliance: Navigating Residence Issues,...
July 7, 2016 • CPE, EA
This program is included with the
Strafford CPE Pass.
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This program is included with the
Strafford CPE+ Pass.
Click for more information.
This program is included with the
Strafford All-Access Pass.
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This course will provide tax professionals with a thorough understanding on how to identify the income-sourcing rules in international tax planning and compliance work; how to recognize the importance of both citizenship and residence in determining tax liabilities of individuals; and how to identif...
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