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4.6 (34)

Roger Healy, CFP, EA

Hibernian Financial Planning, LLC

Friday, December 20, 2019 | 01:00 PM EDT

1 Credit


Subject Area


Course Description

This past year has been jam-packed with changes to American taxes in general, but also to US expatriate taxes. The Tax Cuts and Jobs Act has altered expat taxes in many ways, the IRS recently announced the closing date for the Offshore Voluntary Disclosure Program, and, as the US moves to a territorial system of taxation for corporations from a worldwide system, changes for US owners of foreign businesses will be significant.

Individual US taxpayers who do not live in the U.S. are given many significant benefits. Among 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. For US Citizens and Green Card Holders there are certain tax opportunities that may reduce or eliminate the double taxation that can occur as a result of these situations. However, owning assets and investments outside the U.S. carries additional reporting requirements.

During this course, we will begin to uncover many of the mysteries of this particular tax filer. In addition, this course will help you begin to understand what tax positions will be most beneficial in these situations. There are also significant penalties associated with failing to properly comply with requirements. This webinar will introduce the special exclusions, credits and filing requirements applicable to individual taxpayers living outside the U.S. The webinar will also address how new tax law and regulatory updates and clarifications arising from the TCJA impact individual overseas U.S. taxpayers.

Whether you’ve never filed US expatriate taxes before and need a primer on the basics or have filed for years but want to know what the current expat tax landscape looks like, this webinar can help you get your questions answered!

Learning Objectives

  • To discuss the Foreign Earned Income Exclusion & Foreign Tax Credit
  • To discuss the Foreign Tax Credit for Individuals.
  • To learn about taxpayer Information Reporting Requirements
  • To discuss the difference between US Source and foreign source income.
  • To learn about state tax issues relating to expatriate filers.
  • To Recognize how to perform tax planning with foreign tax credits
  • To discuss about CFC taxation, GILTI, & 962 elections

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


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




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.


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