Portugal as a Destination for UK, U.S., and Other Tax Residents: Latest Immigration and Ta...
September 26, 2024 • CPE, EA • Live Webinar
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This webinar will review the impact of recent significant changes to Portugal's tax guidelines and the impact of these changes on immigrants. Our panel of international wealth transfer veterans will discuss the tax ramifications of expatriating and residing in Portugal for U.S., UK, and other countr...
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Mutual Agreement Procedure: Competent Authority Relief for Multinational Companies Facing...
October 24, 2024 • CPE, EA • Live Webinar
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This webinar will provide an overview of the treaty-based mutual agreement procedure (MAP) mechanism for resolving double taxation between countries. Our panel of international dispute resolution specialists will explore tax treaty basics, U.S.-specific strategic considerations, the likelihood of do...
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Green Card Tax Implications: Revoking and Abandoning Green Cards, Preplanning for Green Ca...
November 18, 2024 • CPE, EA • Live Webinar
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This webinar will review the initial considerations of obtaining a green card and how to successfully abandon or revoke the same. Our panel of seasoned foreign immigration experts will detail which taxpayers are the best candidates for green cards, when a VISA is a better alternative, the eight of 1...
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U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions: New Proposed...
Calculating Current Tax, Revenue Procedure 2020-17, Detailing Informational...
July 30, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a comprehensive guide to understanding the reporting requirements of U.S. taxpayers with beneficial interests in foreign retirement accounts. Our panel of international compensation experts will review the recently released proposed regulations as they appl...
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UK Non-Doms: UK US Planning for Current and Upcoming UK Non-Domiciled Taxpayer Regimes
June 6, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the current status of non-domiciled taxation in the United Kingdom, along with the proposed abolishment of this status. Our panel of international advisers will explain the current system and offer strategies to deal with the impending changes for residents and potential re...
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Italy and France--U.S. Dual Taxation Issues: U.S. Treaty Benefits, Saving Clause, Residenc...
May 23, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the dual taxation issues that advisers, including multinational advisers, must address for taxpayers traveling and residing in France and Italy, as well as the U.S. Our seasoned foreign tax advisers will explain residency, totalization agreements, and taxation of passive an...
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International Equity Compensation: U.S. and Foreign Tax Implications of Granting Awards to...
Incentive Stock Options, Nonqualified Stock Options, Phantom Stock Plans, R...
May 2, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will address the taxation of international equity awards in the U.S. and other specific countries. Our veteran foreign tax panelist will explain how and when common equity grants are taxed in the U.S., U.S. withholding requirements, and how and when these are taxed upon relocation and t...
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Lineage Citizenships: Benefits and Caveats of Dual or New Citizenships, Income and Estate...
Israel, European Union Countries, and Other Countries
April 4, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will review the tax implications and key considerations for taxpayers considering dual or citizenship in a country outside the United States by lineage. Our panel of international tax experts will explain common steps to claim citizenship by ancestry and claiming lineage citizenship in...
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U.S.- Spain Dual Taxation Issues: Spain's Taxation of Income, Capital Gains, and Wealth; B...
Analyzing the U.S.-Spain Income Tax Treaty, Treaty Benefits, and the Saving...
February 8, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will address dual taxation issues in the U.S. and Spain for residents of both or either country and their tax advisers. Our panel of U.S.-Spain taxation experts will explain how to analyze the U.S.-Spain Income Tax Treaty for benefits available to expatriates and dual residents; the Spa...
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Limitation on Benefits Provisions: Analyzing Article 22, U.S. Model Treaty and LOB in Spec...
Meeting Residency Requirements, Withstanding IRS Challenges
February 5, 2024 • CPE, EA • CPE On-Demand, Download
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This webinar will take a comprehensive look at the limitation on benefits (LOB) provisions in U.S. income tax treaties. Our panel of prominent international tax attorneys will review the purpose of LOB clauses in these treaties and discuss meeting residency requirements using the U.S. Model Treaty a...
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U.S.-Canadian Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S....
Navigating Tax Treaties to Minimize Tax on Passive Income and Pass-Through...
January 19, 2024 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a thorough and practical guide to the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Canada, as well as Canadian citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax law and treat...
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IRS Audits of Expatriates: Section 965 Transition Tax, Exit Tax, Non-Filers, and the Exami...
October 31, 2023 • CPE, EA • CPE On-Demand, Download
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This course will discuss IRS examinations of taxpayers living abroad. Our expert panel will guide tax practitioners through the examination process and explain best practices to withstand the on-going scrutiny of these taxpayers' returns.
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Malta Retirement Plans: IRS Proposed Regulations, Penalties and Sanctions, Foreign Informa...
October 3, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the proposed (and possibly final) IRS regulations, how to comply with them (including the applicability of voluntary disclosure programs), and tips, tricks, and best practices related to reporting foreign pensions. The webinar will also offer a general update on the U.S. ta...
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Applying the Saving Clause and Exceptions in U.S. Income Tax Treaties
September 7, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will discuss the application of the saving clause in U.S. international income tax treaties. Our panel of foreign tax matter experts will identify the saving clause in U.S. income tax treaties, analyze saving clause exceptions, and provide examples of the application of the saving claus...
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Canada-U.S. Estate and Gift Tax Planning: Utilizing Canada-U.S. Income Tax Treaty Provisio...
April 18, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will explain the transfer taxes paid in Canada and the U.S. by residents of the U.S. and/or Canada. Our panel of foreign tax experts will discuss specific articles in the Canada-U.S. Income Tax Treaty and provide examples of how these can be applied to mitigate estate and gift taxes pai...
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UK-Based Retirement Accounts for U.S. Taxpayers: Mastering Reporting, Maximizing Planning...
Utilizing Treaty Provisions to Achieve Optimal Tax Results While Complying...
February 21, 2023 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers with a deep dive into tax reporting requirements and planning opportunities for clients who take distributions from, or have ownership of, UK-based retirement accounts such as self-invested personal pensions (SIPPs) and other plans. The panel will discuss the U....
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Retiring Abroad: Tax Considerations, Expatriation From the U.S., Immigration, Golden Visas...
Puerto Rico, Portugal, Israel, Singapore, Cost Rica
February 9, 2023 • CPE, EA • CPE On-Demand, Download
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This webinar will take a detailed look at the most significant concerns of taxpayers considering retiring abroad. Our panel of international tax attorneys will explain U.S. expatriation requirements, the benefits and caveats of Golden Visa programs, and immigration considerations for moves to Puerto...
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Closer-Connection Exception: Determining Tax Home; Treaty Tie-Breakers, Form 8840
August 2, 2022 • CPE, EA • Download
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This course will examine how individuals can avoid residency status for U.S. income tax purposes by establishing a closer connection to a foreign country or by utilizing the treaty tie-breaker provision of an income tax treaty the United States has entered into with another country. Our seasoned int...
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Interpreting Tax Treaties: Tax-Free Interest, Foreign Tax Credits and Form 8833
May 31, 2022 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers, professionals, and preparers with a solid overview and explanation of key income tax treaty provisions needed to determine whether their clients may take treaty-based return positions. The panel will discuss income tax treaties that exist between the U.S. and o...
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Canada and Mexico Income Tax Treaties: Contrasting and Analyzing Two Typical U.S. Treaties
December 14, 2021 • CPE, EA • CPE On-Demand, Download
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This webinar will provide background on treaty provisions, then review the Mexico-United States and Canada-United States income tax treaties in detail. The treaties are juxtaposed, allowing advisers to grasp standard components of modern and dated U.S. income tax treaties with other countries.
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U.S.-Israel Dual Taxation: Treaty Benefits, Taxation of Real Estate Transactions, Pensions...
November 30, 2021 • CPE, EA • Download
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This course will explain tax planning opportunities, and pitfalls to avoid for both U.S. immigrants to Israel and Israelis residing in the U.S. Our panel of international tax experts will discuss tax compliance and reporting responsibilities, review taxation of real estate transactions, and analyze...
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Tax Challenges of Multinational Employment Benefits: RSUs, Stock Options, Deferred Compens...
August 10, 2021 • CPE, EA • Download
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This course will explain the taxation of multinational benefits for residents and nonresidents, including RSUs, stock options, retirement plans, and deferred compensation. Our panel will explain the tax considerations of these perks to lessen the overall tax burden for taxpayers subject to taxation...
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U.S.-European Union Dual Taxation Issues: Residency Determinations, Treaty Benefits, Digit...
June 3, 2021 • CPE, EA • Download
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This course will cover income tax treaties with several European countries in detail. It will examine the specifics and nuances of U.S. income tax treaties with France, Germany, Portugal, Spain, and other European countries to minimize taxes and secure benefits offered for taxpayers with dual filing...
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U.S.-Australian Dual Taxation Issues: Superannuation Funds and the U.S.-Australia Income a...
December 3, 2020 • CPE, EA • CPE On-Demand, Download
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This course will provide tax advisers filing returns for clients taxed in both Australia and the U.S. with an explanation of reporting requirements and tax obligations in both countries. The panel will discuss treaty provisions, relief from dual taxation, residency determinations, and how to mitigat...
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U.S.-UK Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S. Taxpa...
Analyzing Tax Treaties to Minimize Tax: Impact of Brexit, Passive Income, a...
August 27, 2020 • CPE, EA • Download
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This course will provide tax advisers with a thorough and practical guide into the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in the United Kingdom, as well as UK citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax law a...
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U.S. Social Security Totalization Agreements
Avoiding Double Taxation, Maximizing Government Retirement Benefits, and Do...
June 18, 2020 • CPE, EA • Download
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This course will provide tax advisers with a comprehensive guide to navigating the complex area of Social Security totalization agreements. The panel will detail how totalization transactions operate and what documentation is necessary to avoid dual social security contributions. The experts will al...
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India-U.S. Tax Issues: FATCA/FBAR Reporting Compliances, NRE/NRO Account Requirements, Tax...
February 27, 2020 • CPE, EA • Download
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This course will assist tax preparers with the complexities of filing U.S. Form 1040, U.S. Individual Income Tax Return, for taxpayers who are also filing Form ITR in India. Our panel of experts will review and explain India's Form ITR, including its categories of income and deductions. They will he...
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U.S. Tax Reporting of Foreign Retirement Accounts and Other Foreign Trusts
January 23, 2020 • CPE, EA • Download
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This course will cover tax considerations for individuals with interests in foreign retirement accounts and trusts and will benefit accountants, attorneys, and investment professionals serving these clients. The webinar will go beyond the basics to offer useful practice pointers on how the IRS appro...
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Expatriation Tax Planning for U.S. Retirees: Filing Obligations, Exit Tax, U.S. Pension an...
July 25, 2019 • CPE, EA • Download
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This course will provide tax advisers with a practical guide to the potential benefits and pitfalls of expatriation retirement planning. The panel will offer strategies for minimizing the impact of expatriation taxes, guidance on the effect of leaving the U.S. on Social Security and qualified plan d...
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U.S.-Mexico Dual Taxation: Residency Rules, Filing Requirements, Planning Opportunities
Tax Treaty Provisions, Center of Vital Interest Standards, Fideicomisos and...
July 18, 2019 • CPE, EA • Download
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This course will provide tax advisers with a thorough and practical guide to the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Mexico, as well as Mexican citizens with U.S. tax presence and reporting obligations. The panel will discuss U.S. tax l...
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U.S.-China Tax Issues for Dual-Status Taxpayers: Tax Planning and Compliance Requirements,...
Capital Controls and Asset Migration, Pre-Immigration Planning, Special Con...
May 8, 2019 • CPE, EA • Download
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This course will provide tax advisers with a practical guide into the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in China, as well as Chinese citizens with U.S. tax reporting obligations. The panel will describe Chinese residency and expatriation...
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Canadian RRSPs, RRIFs and Other Foreign Funded Retirement Plans: Tax Planning and Reportin...
May 1, 2018 • CPE, EA • Download
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This course will provide tax advisers with a comprehensive guide to tax reporting requirements and planning opportunities for clients who take distributions from, or have ownership of, Canadian Registered Retirement Savings Plan (RRSP) accounts and similar accounts in other countries. The panel will...
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