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STRUCTURING UNITED STATES INVESTMENTS BY FOREIGN TAXPAYERS

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
STRUCTURING UNITED STATES INVESTMENTS BY FOREIGN TAXPAYERS

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 ) (Approval No. GEHNZ-T-00391-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0392)

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

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00391-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00391-21-O)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

The United States imposes a multitude of tax requirements on United States taxpayers with foreign investments, whether through information reporting requirements or, in the case of foreign corporations, immediate inclusions for what otherwise would be deferred income.  Rather curiously by juxtaposition, foreign taxpayers making investments in the United States often find favorable tax provisions, including exemptions from the tax for many capital gains items.  However, it is critical to properly structure United States investments by foreign taxpayers, looking at relevant considerations and standard techniques.

Learning Objectives

  • To recognize Effectively Connected Income (ECI)
  • To recognize the basic structure of US income tax treaties
  • To recall how foreign trusts are taxed
  • To recognize common ownership structures

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • VP Accounts
  • Young CPA

Testimonial

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(
    [average] => 4.5500
    [no_of_record] => 20
)
 

4.6

(20)
65%
25%
10%
0%
0%

SP

Great material. It's great to learn new things, just in case it comes up in conversation.

VS

Very interesting about foreign transactions with U.S. taxation system

MS

I found this topic to be relevant and a good refresher.