Do you have clients who reside oversees or do business internationally? In an age where social ties and business interests are increasingly taking on global dimensions, tax practitioners need to be able to advise their clients on international tax requirements. In this webcast, Henry J. Grzes, CPA, and Patty Brickett, an industry expert with over 28 years of experience in providing international tax consulting, will discuss the fundamentals of expatriate taxation as well as provide insight on how to maintain relationships with clients when they are living and working overseas.
LEARNING OBJECTIVES
After you attend this webcast, you will be able to:
- Understand the differences between an international business traveler and a long-term expatriate, and the importance of the distinction.
- Advise clients on reducing U.S. withholding via Form 673, Statement for Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911.
- Utilize totalization agreements.
- Appropriately prepare U.S. Form W-2, Wage and Tax Statement, for expatriate employees (learn what is included and what is not included).
- Identify critical tax return filing dates and extension forms.
- Answer common questions about the foreign earned income and housing exclusion and learn how to prepare Form 2555, Foreign Earned Income, to claim the exclusion.
- Explain “tax equalization.”
- Identify opportunities to serve your clients while they are living and working overseas as well as transitioning back to the U.S.
WHO SHOULD ATTEND THIS EVENT?
- Tax professionals
Important Information on Your CPE Credit
DISCOUNTS
PFP/TAX section members and PFS credential holders receive a 20% discount:
When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer.
Private Companies Practice Section (PCPS) members save 20%:
PCPS members: Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.
GROUP VIEWING OPTION
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.
Number of Attendees | Non-Member | Member |
---|---|---|
1 – 4 | $129 | $99 |
5 – 9 | $115 | $89 |
10 – 20 | $109 | $85 |
21 + | $105 | $79 |
TOPICS COVERED:
- Tax: Technical: International tax: Expatriates, Intermediate