myCPE
myCPE

Tax-Free Foreign Investment in US Companies - Separating Reality from Hype 1.5 Credits

Feb 22, 2024, 01:00 PM ET

Tax-Free Foreign Investment in US Companies - Separating Reality from Hype 1.5 Credits

Learning mode

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  • Answer the polling questions
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Feb 22, 2024, 01:00 PM ET

Learning Objective

  • To identify different types of returns to file, including foreign-owned disregarded entity returns and the K-2 and K-3 roadblocks.
  • To analyze why selling as an asset sale can cost entrepreneurs millions when 83(b) elections should be used.
  • To evaluate how tax treaties work.
  • To explain how to separate the real strategies from the Reddit crowd hype that just gets taxpayers into trouble.

Course Overview

Opinions of the US may vary on many topics, but it is difficult to argue that the US offers opportunities for lucrative investments. Not only the 320 million or so American citizens can invest in the US; almost anybody has the right to purchase or invest in US property or companies. To conduct business in the U.S., companies setting up or expanding existing operations in the U.S. and individuals with U.S. investments, are required to navigate U.S. corporate and personal tax systems, trade laws, and other regulations.

Everyone is always looking for a way to beat the taxman, but are there truly legal ways that foreign individuals can invest in the US? 

Yes, it turns out that in a select few instances, the tax bottom line can turn out that way. Although there are a lot of pitfalls to avoid, hefty information returns penalties every step of the way, and many, many, rules to follow. Find out why entity choice is everything, but one size doesn't fit all.

Key topics covered: 

  • International Investment - Background
  • International Info Returns to Watch Out For
  • Tax Treatment of LLCs
  • Foreign-Owned Disregarded Entity
  • Sourcing of Income
  • Tax Treaties
  • Pass-Through Entities
  • Forms K-2 and K-3
  • Foreign Dividends
  • Form 8865 - Foreign Partnership
  • Form 8938 - Foreign Financial Accounts
  • BE-12 Benchmark Survey for 2023!
  • Form 8806- Change in Capital Structure
  • Form 3520 - Foreign Gifts and Trusts

Join this CE Tax Course to understand the reality of Tax-Free Foreign Investment in US Companies.


Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

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Additional Information

Credits

1.5

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

Crystal Stranger
Crystal Stranger , EA

Chief Executive Officer (CEO), Optic Tax, Inc

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Crystal Stranger holds a Juris Doctor of Law degree, is an Enrolled Agent (EA), EOS Integrator, and professionally Senior Tax Director and CEO of OpticTax.com. Bringing over 20 years of finance, accounting, and leadership experience she enjoys helping startups stay focused on the big picture objective while maintaining an eye to the details and performing realistic risk assessments.

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.

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