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Tax Planning for a Global Workforce: Insights for Remote Employees and Employers 2 Credits 2 Credits

Feb 29, 2024, 11:00 AM ET

Tax Planning for a Global Workforce: Insights for Remote Employees and Employers 2 Credits 2 Credits

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Feb 29, 2024, 11:00 AM ET

Learning Objectives

  • To discuss tax planning for clients wishing to explore moving and working abroad.
  • To discuss the US tax benefits and burdens associated with overseas work.
  • To explain and discuss the nuances of eligibility for claiming foreign-earned income and housing exclusions.
  • To identify the tax differences between employees and self-employed and the US tax impact on each when working abroad.
  • To identify problems for the employer when remote workers create “permanent establishments” in foreign countries.
  • To discuss the tax impact in the foreign country when workers spend time there.

Course Overview

Tax pros - are you prepared to advise clients who wish to explore foreign work possibilities? 

So many changes have been wrought as a result of COVID-19, one of the biggest being remote working. As a direct result of the pandemic, people are moving or considering it.  COVID-19 has convinced us that having internet access and a trusty laptop means it is not only possible but very gratifying, to be able to work from anywhere!  Those looking at a residency change are not limiting their options to the various States. Many are looking at a move overseas.  This trend is indeed gaining momentum. Some countries, such as the United Arab Emirates, are tailoring visa programs to encourage remote working professionals to reside there.

Some individuals may make the move as employees of an established company, others as self-employed individuals, perhaps creating a foreign entity to run the business.  

Are you ready to handle the complex tax issues that come with these scenarios?  What if your client chooses to live as a so-called "digital nomad", working remotely from different foreign lands – be it from a short-term rented apartment, hotel room, coffee shop, shared workspace, or airport lounge?  Will the employee's presence in the foreign country drag the employer company into that country’s tax net? Any international move comes with a vast array of complicated US tax issues.

Join this CPE Tax course, Any international move comes with a vast array of complicated US tax issues. My webinar will get you ready to advise your clients who are considering taking the plunge and moving abroad. As a US tax practitioner who has lived and worked abroad for decades, these are issues with which I have incomparable experience. In this webinar, I have discussed the way a professional should approach such as case. It covers the overview of FEIE and FHE - including key basic concepts such as qualification tests, and tax homes with examples. I have specifically highlighted common mistakes and general guidance for such cases. I have also discussed key concepts that will provide you with an important overview and conceptual clarity on key aspects.

This online CPE webinar will cover the following topics:

  • “Employee” v. “Self Employed” – critical tax differences and US tax treatment.
  • Overview of the foreign earned income and housing exclusions (FEIE/FHE)
  • “Tax home” when working in numerous countries
  • Traps for the unwary - an “abode” in the USA precludes using the FEIE/FHE benefits 
  • Home rented instead of purchased and benefits if any
  • Using FEIE/FHE versus FTC and cases of “overlap”
  • Tax reporting - Special reporting requirements may come into play when working overseas (FBAR, Form 8938, and numerous other forms if a foreign entity is created to run the business such as Form 926 and 5471)
  • Self-employment tax (SE tax) - a rude awakening
  • SE tax and totalization agreements 
  • Avoiding SE Tax through the use of a foreign corporation – Beware CFC / Subpart F and Substantial Assistance and, of course, GILTI
  • Physical presence in the foreign country and becoming a "tax resident"  
  • The physical presence of the employee in the foreign country can cause the employer company to be dragged into that country's tax net. 
  • State taxes –responsibility for State taxes after having moved abroad; breaking State tax residency with proper planning

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-01992-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01992-24-S) 2 CE Approved
Legal update for SHRM Professionals (Approval No. 26-EXTQV) (Valid upto : Dec 31, 2026) 2 PDC Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01585) 2 CE Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 688325) (Valid upto : Nov 30, 2025) 2 RCH Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01992-24-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01992-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01992-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE 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-01419-22-O) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01419-22-O) 2 CE Approved
Legal update for SHRM Professionals (Approval No. 24-MEAPA) 2 PDC Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01147) 2 CE Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 668377) 2 RCH Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01419-22-O) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01419-22-O) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01419-22-O) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE 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.

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

Virginia La Torre Jeker
  • 4.6
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With 40 years of US tax and international experience, Virginia has been a member of the NYS Bar since 1984 and is admitted to practice before the United States Tax Court. Practicing US tax overseas since 1986, Virginia’s work has focused on clients throughout Europe, Asia and the Middle East.  She provides expert insight into tax planning and compliance for American expats and foreign persons having any US connections.


Virginia has expertise in cross-border transactions and structuring, FATCA, regaining US tax compliance with previously unreported foreign income, assets or accounts, expatriation tax planning, and providing specialist advice for international families in numerous areas of US international tax.  Working with tax and attorney colleagues across the globe, including an appointment with Helm Advisors in Zurich, Switzerland, Virginia excels in solving cross-border and multi-jurisdictional tax matters.  She has developed a unique and sought-after specialty in analyzing the US tax consequences of transactions involving Sharia law , the use of UAE “foundations” and the use of trusts in US tax planning.


Virginia’s tax advice is highly knowledgeable, reliable and solution-focused. Having assisted Asian and Middle Eastern families for decades, she appreciates the sensitive and special situations involved in multi-national families. Virginia has worked with international law and accounting firms (Deloitte), major banks (including HSBC), and trust companies. Early in her career she worked with the top-tier NY law firm, Willkie Farr & Gallagher.


Virginia is a contributor on Forbes, covering US international tax issues faced by Americans abroad and foreign persons with US affiliations. She is also a Bloomberg tax author and an avid tax blogger for many years.  Virginia’s work is highly regarded and recognized internationally.   Her Twitter (X) Account @VLJeker has been listed in Forbes, Top 100 Must-Follow Tax Twitter Accounts and she is named by Bloomberg as a tax professional to follow on LinkedIn. Tax Notes International recognized Virginia as a preeminent US tax professional, profiling her international tax practice (here).   Listen to a short podcast posted in Forbes to hear Virginia discuss how she established her tax practice abroad, the challenge of balancing family life with career, and recent international tax issues.


Virginia has been quoted in the New York Times, Newsweek and the Wall Street Journal and is regularly quoted in local news and publications. Virginia has a passion for US international tax and her contributions to the field are prolific: interviewed by CNN, local television appearances, regularly speaking at conferences and seminars, and publishing a vast array of scholarly works on US tax issues, some of which have been referenced by other attorneys or organizations both to the US courts and US Congress. Virginia trains tax professionals through webinars with MyCPE, Webinar Planet and various professional groups.  

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

Excellent (66%)

Very Good (26%)

Average (7%)

Poor

Terrible (1%)

LG

Lawrence Gumprich, CPA (US)

5

Excellent, comprehensive presentation on a complicated, multi-faceted area of concern to anyone working overseas or any employer with expat or non-US employees. The slides will be a great reference source - not all presenters pack that much useful info into their slides.

RK

Raju Kasula, EA

5

MY CPE provided the best quality training and learning courses to update my self over the years.

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