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myCPE

The Real Deal on Tax-Free Foreign Investment in U.S. Corporations: Facts vs. Fiction 2 Credits

Feb 04, 2025, 03:00 PM ET

The Real Deal on Tax-Free Foreign Investment in U.S. Corporations: Facts vs. Fiction 2 Credits

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Feb 04, 2025, 03:00 PM ET

Learning Objective

  • Clarify the legal and tax conditions that enable tax-free or tax-efficient foreign investment in U.S. firms, separating common misconceptions from factual regulations.
  • Examine the U.S. tax code and international tax treaties to identify opportunities and obligations for foreign investors in the United States.
  • Analyze case studies to understand the practical application of tax laws and investment strategies for foreign entities in the U.S. market.
  • Develop strategies for foreign investors to maximize tax benefits while ensuring compliance with U.S. regulations and international agreements.
  • Equip participants with the tools to advise clients or manage their foreign investments in U.S. companies effectively, highlighting the importance of due diligence and legal compliance.

Course Overview

Discover the complex landscape of tax-free gains on domestic and foreign investment in United States companies, separating myths from realities. 

Unlock the complexities of tax-free foreign investment with our comprehensive course, offering a deep dive into regulatory, tax, and legal frameworks. Participants will navigate the intricate interplay of factors shaping tax-efficient investing, dissecting the U.S. tax code to decipher its nuances and understand its impact on cross-border investments. Gain clarity on international tax treaties and their implications, optimizing tax positions while ensuring compliance.

Explore specific eligibility criteria through interactive discussions and case studies, equipping yourself to assess tax-saving opportunities with confidence. Discover strategies to strategically navigate the U.S. market, maximizing returns while minimizing tax liabilities.

Major Topics Covered:

  • Corporate Governance
  • C-Corp Tax Basics
  • Tax-Free US Income
  • US Foreign Investment
  • Form 5472
  • Estate Tax Implications 

Join this CPE course to emerge with a comprehensive understanding of tax-free foreign investment, ready to identify legitimate opportunities and effectively advise clients within U.S. legal boundaries. With enhanced advisory skills and insights into U.S. tax laws, you'll be well-equipped to succeed in the global investment landscape.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01987-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01987-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1580) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01987-24-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01987-24-S) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01987-24-S) 2 CE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01987-24-O) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01987-24-O) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1580) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01987-24-O) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01987-24-O) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01987-24-O) 2 CE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible

Additional Information

Credits

2

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.

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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.

Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent. 

About Instructor

Crystal Stranger
Crystal Stranger , EA

Chief Executive Officer (CEO), Optic Tax, Inc

  • 4.6
  • rating
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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.

Reviews and Ratings

out of 5

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JL

John Lucia, EA
5

The overall course was very informative and the presenter exhibited great knowledge of the subject matter. I would like to take this course again to gain additional knowledge and also also highly recommend for other participants.

SB

Steven Burton, CPA (US)
5

Excellent presentation, Crystal ...

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