Form 1040NR Nonresident Alien Filing Challenges and Effective Approaches

• 2 CPE credit of Taxes for all CPAs
• 2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )
• 2 CE credit of Federal Tax for Maryland Tax Preparers
• 2 CE credit of Federal Tax for Oregon Tax Preparers
• 2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)
• 2 General Educational credit for Tax Professionals/Bookkeepers/Accountants

• To identify income tax reporting and planning issues relating to nonresident aliens with U.S.-source income
• To recognize how to properly prepare Form 1040-NR
• To identify residency termination dates
• To recognize which category is not included for the exempt individual exception to the substantial presence test
• To recognize which factor may not be used to establish a closer connection

Marc Strohl

Principal, Protax Consulting Services Inc.

mstrohl@protaxconsulting.com

Marc J Strohl, CPA (mstrohl@protaxconsulting.com) is a founding Principal at Protax Consulting Services Inc. established 2001, previously with Deloitte & Touche LLP, PricewaterhouseCoopers, and Ernst & Young LLP.

He has more than 20 years of extensive experience specializing in international U.S. individual income taxation issues, as related to individual U.S. expatriates and nonresident aliens or foreign nationals serving individual clients as well as the employees of employer-sponsored programs of multinational public, non-profit companies and professional firms.

Marc is multi state licensed CPA and is a member of the AICPA and NYSSCPA including their International Taxation and Taxation of Individuals Committees.  He is a regular contributor to the NYSSCPA’s “The Trusted Professional” and blog publications and is featured internationally including in the critically acclaimed Thomson Reuters’ twice-monthly newsletter publication Practical International Tax Strategies now rebranded Journal of International Taxation and also their Practical Tax Strategies publication.

Marc’s concise and informative, industry benchmark authoritative executive summary tax articles regarding U.S. Expatriate and Foreign National-Nonresident and/ or Resident Aliens tax are world renown and standard issue at the big 4 to staff and clients.

In addition to being a regular speaker at the NYSSCPA - FAE Technical Sessions and Committee Conferences, Marc is a frequent external speaker on U.S. international individual taxation matters and featured faculty at CPAacademy, Clear Law Institute, myCPE, CCH- Wolters Kluwer CCH Webinars, Lawline, Furthered and Strafford Publications providing online C.P.E. and C.L.E. education courses to CPA's and Attorney's worldwide. 

He earned a Master's degree in Public Accountancy from McGill University, Montreal, Canada and a Bachelor of Science Honoring in Chemistry.

Protax Consulting Services Inc.

protaxconsulting.com/

Established in March 2001, Protax Consulting Services specializes in international individual U.S. tax compliance & consulting services for U.S. expatriates or expats living and working outside the U.S. Also U.S. foreign nationals or nonresident aliens living and working inside the U.S.

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