myCPE
myCPE

Filing Taxes as a U.S Non-Resident? Here’s Your Survival Guide 0.2 Credit

Filing Taxes as a U.S Non-Resident? Here’s Your Survival Guide 0.2 Credit

  • Lawrence Pon

    CPA/PFS, CFP, EA, USTCP, AEP
  • Rating

    5
  • Published on

    October, 2024
  • Subject Area

    Taxes

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Learning Objective

  • Discuss tax requirements for non-U.S. citizens and residents. 
  • Recognize essential IRS forms for non-resident tax filings.

Course Overview

The intricate landscape of U.S. tax filing requirements can be overwhelming, particularly for non-U.S. citizens and resident aliens.  
This nano-learning course aims to illuminate these individuals' essential tax obligations, offering insights into the various tests, forms, and treaties that govern their tax duties. We will explore how non-residents can reclaim over-withheld taxes, file dual-status returns, and identify important exceptions to the Substantial Presence Test, including the closer connection exception and relevant tax treaties.  

Major Topics: 

  • Tax Filing Obligations 
  • Green Card vs. Substantial Presence Tests 
  • Types of Income for Non-Residents

Join us as we unravel these critical concepts, aiding you in comprehending U.S. tax regulations about non-residents. 

Note: Please be aware that not all state boards universally recognize Nano-learning. If you are unsure about your state board's acceptance of Nano-learning, it's advisable to seek clarification from them or visit the NASBA registry for further information. 

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.2 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.2 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.2 CPE Approved

Additional Information

Credits

0.2

Course Level

Basic

Instructional Method

QAS Nano Learning

Pre-requisites

None

Advance Preparation

None

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

Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA 

Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.  

Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning. 

Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco. 


Nano Learning 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.

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Inclusions
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    Multiple Credits

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  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

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    Credit Tracker

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    Certificate Vault

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  • Mobile App Access
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