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PRE-IMMIGRATION TAX PLANNING STRATEGIES

4.5 (11)

Patrick McCormick, Doc. of Law

Culhane Meadows

Wednesday, March 10, 2021 | 02:30 PM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC

1.5 Credits

FREE

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Oregon Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This webinar will provide tax advisers with a practical guide to planning tools and techniques for clients who are nonresident aliens contemplating residency/citizenship changes which will render them United States taxpayers. The seminar will discuss differences in tax scope between nonresident aliens and United States taxpayers, both for income tax and estate/gift tax purposes. The seminar will then detail strategies for minimizing income and transfer tax post-residency, including basis strategies for non-U.S. situs assets, structuring “drop-off” trusts, and planning for the possibility of the nonresident alien’s return to the country of origin.

Learning Objectives

  • To identify sourcing rules for income as well as treaty modifications

Who Should Attend?

  • Accountant
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

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    [average] => 4.4545
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4.5

(11)
45%
55%
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0%
0%

JI

Informative

SJ

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