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TAXATION OF US EXPATRIATES: TAX YEAR 2019

4.6 (34)

Roger Healy, CFP, EA

Hibernian Financial Planning, LLC

Tuesday, November 19, 2019 | 03:00 PM EDT

1 Credit

$20

Subject Area

Taxes

Upcoming Webinars

Course Description

Individual US taxpayers who do not live in the U.S. are given many significant benefits. Amongst these valuable benefits is the ability to exclude certain earned income from U.S. taxation, credits for taxes paid to foreign governments, and longer time to both file and pay taxes. However, owning assets and investments outside the U.S. carries additional reporting requirements. There are significant penalties associated with failing to properly comply with requirements. This course will introduce the special exclusions, credits and filing requirements applicable to individual taxpayers living outside the U.S. The course will address how new tax law and regulatory updates and clarifications arising from the TCJA impact individual overseas U.S. taxpayers.

Learning Objectives

  • Foreign Earned Income Exclusion & Foreign Tax Credit
  • CFC taxation, GILTI, & 962 elections
  • Taxpayer Information Reporting Requirements
  • Other US Expat Considerations
  • Special Definitions

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • HR Professionals
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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(
    [no_of_record] => 34
    [average] => 4.5882
)
 

4.6

(34)
62%
35%
3%
0%
0%

TR

Speaker was very knowledgeable. The topic is interesting and I did not know a lot about it. He brought to light many serious pitfalls. Very helpful.

CL

This is one of the best webinars I've attended! Roger does an excellent job presenting the information in an understandable way. The slides are excellent and the material was appropriate and well organized