myCPE
myCPE

Private Equity and Hedge Funds: International Tax Considerations 1 Credit

Jan 03, 2024, 11:30 AM ET

Private Equity and Hedge Funds: International Tax Considerations 1 Credit

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Jan 03, 2024, 11:30 AM ET

Learning Objective

  • To recognize why investors often prefer to invest in the United States through fund structures.
  • To identify the assorted tax and reporting considerations that arise in the international tax sector.
  • To discuss the foundational tax concerns of private equity in the multinational arena—including funds, investors, and fund managers.

Course Overview

Private equity structures and hedge funds both are utilized by investors to achieve substantial investment returns.

Investors often prefer to invest in the United States through fund structures rather than through more individual-based investment because of a multitude of factors, including access to higher-end investment types when funds are pooled. Assorted tax and reporting considerations arise at multiple levels; these considerations are amplified in the international tax sector. 

This CE Tax Webinar will cover foundational tax considerations for private equity in the multinational arena, looking at funds, their investors, and the fund managers.

Key topics covered in this course are:

  • Hedge Fund and Private Equity Basics
  • Nonresident Investors
  • Nonresidents – United States Trade or Business Income
  • Nonresidents – FIRPTA
  • FDAP Income
  • Nonresidents – Income Tax Treaties
  • Noncitizen Non-domiciliaries – Transfer Taxes
  • United States Investors in Foreign Activities
  • Subpart F/GILTI Income
  • Passive Foreign Investment Companies
  • Additional Considerations

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Patrick McCormick, Tax | Corporate Law Speaker on myCPE
Patrick McCormick , Doc. of Law

Advisor, McCormick Tax Group, LLC

  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating

Patrick is a partner with Culhane Meadows, a national law firm with a prominent practice in the international area.  Patrick practices exclusively in the area of international taxation.  He has extensive experience in handling complex tax planning, structuring, and compliance issues for foreign businesses with United States operations, United States businesses with foreign operations, and individual taxpayers with international ties.  Patrick regularly works with advisors both in the United States and abroad to assist with international tax issues faced by their clients.
Patrick is a prolific contributor to  a multitude of international tax journals, including Tax Notes and the Journal Of International Taxation, . He is an active speaker and panelist for national seminars and webinars, including regularly scheduled presentations with CPA Academy on assorted international tax topics. Patrick holds a Juris Doctorate from Vanderbilt University Law School and a LL.M. from New York University School of Law.  His bar admissions include Pennsylvania, Florida, New Jersey and Georgia.
Each year from 2016-2019, Patrick has been recognized by Super Lawyers as a Rising Star. Finance Monthly, a United Kingdom-based publication, named Patrick Estate Planning Lawyer of the Year (United States) for both 2017 and 2018. Patrick and his wife reside in Phoenixville, PA.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

KA

Kathryn Astbury, CPA (US)

For my personal use this was a wonderful overview of all of the intricacies of international tax.

KA

Kathryn Astbury, CPA (US)

For my personal use this was a wonderful overview of all of the intricacies of international tax.

Recommended Courses

Passive Activities & Rental Real Estate Income Tax Issues

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Everything You Need to Know About Partnership

Dec 16, 09:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Payroll Regulations, Laws, Common Pitfalls, and Recordkeeping Requirements

Dec 16, 09:30 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
A Simple Approach & Overview to Virtual Currency

Dec 16, 10:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
2024 Year-End Strategies: Smooth Sailing into 2025!

Dec 16, 10:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • Maryland Tax Preparer
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Brian purchased a subscription.
Subscribed
Shakenya purchased a subscription.
Subscribed
Alissa purchased a subscription.
Subscribed
April purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Nicki purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Ignacio purchased a subscription.
Subscribed
Olga purchased a subscription.
Subscribed
Ian purchased a subscription.
Subscribed
Callie purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Kelly purchased a subscription.
Subscribed
Soon Kook purchased a subscription.
Subscribed
Joelle purchased a subscription.
Subscribed
CYNTHIA purchased a subscription.
Subscribed
Tammi purchased a subscription.
Subscribed
Sophia purchased a subscription.
Subscribed
Bryan purchased a subscription.
Subscribed
BROCK purchased a subscription.
Subscribed
SHEILA purchased a subscription.
Subscribed
Jeff purchased a subscription.
Subscribed
Melanie purchased a subscription.
Subscribed
Ashley purchased a subscription.
Subscribed
Clarence purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Cynthia purchased a subscription.
Subscribed
Kunyi purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Arthur purchased a subscription.
Subscribed
RAGI purchased a subscription.
Subscribed
Donald purchased a subscription.
Subscribed
Neway purchased a subscription.
Subscribed
LANE purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Helen purchased a subscription.
Subscribed
Preet purchased a subscription.
Subscribed
Chengxi purchased a subscription.
Subscribed
Natalie purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Todd purchased a subscription.
Subscribed
esther purchased a subscription.
Subscribed
Kayla purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Geet purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Jerry purchased a subscription.
Subscribed
khalif purchased a subscription.
Subscribed
Grant purchased a subscription.
Subscribed
Doyoung purchased a subscription.
Subscribed
Khalid purchased a subscription.
Subscribed
san purchased a subscription.
Subscribed
Jamie purchased a subscription.
Subscribed
Helen purchased a subscription.
Subscribed
SHERRI purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Teara purchased a subscription.
Subscribed
james purchased a subscription.
Subscribed
Charles purchased a subscription.
Subscribed
Carol ChuanYing purchased a subscription.
Subscribed
BENJAMIN purchased a subscription.
Subscribed
Markindey purchased a subscription.
Subscribed
Mohammed purchased a subscription.
Subscribed
Caleb purchased a subscription.
Subscribed
EFILIRANTSOA purchased a subscription.
Subscribed
teressa purchased a subscription.
Subscribed
Andrea purchased a subscription.
Subscribed
Taranpreet purchased a subscription.
Subscribed
Jerry purchased a subscription.
Subscribed
Lindy purchased a subscription.
Subscribed
ezzat purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Audrey purchased a subscription.
Subscribed
Anisa purchased a subscription.
Subscribed
tyran purchased a subscription.
Subscribed
Steve purchased a subscription.
Subscribed
Micah purchased a subscription.
Subscribed
Dan purchased a subscription.
Subscribed
Tara purchased a subscription.
Subscribed
Evelyn purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Desire purchased a subscription.
Subscribed
Robert John purchased a subscription.
Subscribed
Margaret purchased a subscription.
Subscribed
Dave purchased a subscription.
Subscribed
Damian purchased a subscription.
Subscribed
Gerard purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
GINA purchased a subscription.
Subscribed
Lindsay purchased a subscription.
Subscribed
Randall purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Kris purchased a subscription.
Subscribed
Joellen purchased a subscription.
Subscribed
Andrew purchased a subscription.