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100-minute live streaming program
  • May 21
  • 1:00 - 2:40 pm EST

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Audio & Reference Manual

Beyond Form 1042 Compliance: International Withholding Requirements

May 21

Understand the impact of international withholding tax on your business and how you can reduce your tax obligations.

Understand the impact of international withholding tax on your business and how you can reduce your tax obligations. As more companies, even relatively small ones, go global, setting up businesses and customers is almost always the first order of business. Many of the administrative functions, such as tax compliance, follow later, sometimes much later. Often, foreign affiliates are created to facilitate business overseas. A number of business transactions flow from the international effort. These transactions often have tax consequences. The objective to this insightful topic is to identify the global withholding tax consequences of engaging in international business commerce. Once identified, methods to reduce and even eliminate withholding tax obligations will be covered. If your organization conducts international commerce, this topic is for you.

Learning Objectives

- You will be able to describe the overview of global withholding tax.

- You will be able to identify building blocks for global withholding tax compliance and planning.

- You will be able to review the role of international tax treaties.

- You will be able to discuss the major aspects of the new Federal Tax Act.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview of Global Withholding Tax
  • The Need for International Withholding Tax
  • Recent Changes Related to the U.S. Federal Tax Cuts and Jobs Act of 2017
  • Major Withholding Tax Regimes
  • How to Avoid Withholding Tax – Permanent Establishment
Building Blocks for Global Withholding Tax Compliance and Planning
  • Understanding the Organizational Structure
  • Accounting
  • Timely Compliance
The Role of International Tax Treaties
  • Treaty Provisions
  • Using Income Tax Treaties
Considerations Related to the U.S. Federal Tax Cuts and Jobs Act of 2017
  • Global Intangible Low Tax Income (GILTI)
  • Base Erosion Anti-Abuse Tax (BEAT)
  • Foreign Derived Intangible Income (FDII)
Withholding Tax Optimization
  • Avoid Risks and Overpayments
  • Using Withholding Tax Credits and Deductions
  • Audit Documentation
  • International Planning to Minimize Tax and Withholding
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • CAPP/CAPA
     
  • This is an IAPP qualifying continuing education activity.
     
  • ISM 1.5
     
  • Participants who successfully complete this program will receive 1.5 hours of continuing education. They may be applied toward ISM CPSM, CPSD or C.P.M. recertification. ISM's consent to approve hours for this educational event is not an endorsement of this program or its content by ISM.
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services 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 through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 2.0 hours.
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 2.0 hours of continuing professional education.
     

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for accountants, CFOs, controllers, tax managers, tax preparers, presidents, vice presidents, bookkeepers, purchasing professionals, enrolled agents, accounts payable professionals, importers, exporters and attorneys.

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Can't Attend?

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Ryan Gaglio

Ryan Gaglio

Stradling Yocca Carlson & Rauth, P.C.

  • Attorney with Stradling Yocca Carlson & Rauth, P.C.
  • Focuses on tax planning, tax controversy and transactional matters
  • Advises clients on the federal, state and local tax consequences of mergers and acquisitions, bankruptcies and workouts, executive compensation, as well as tax planning for inbound and outbound transactions, intercompany transfer pricing, foreign currency transactions, and other international tax matters
  • Published several articles and is the co-editor of a comprehensive tax treatise, Taxation of Securities Transactions “Overlooked Impact of Health Care Reform,” Daily Journal (August 31, 2012)
  • J.D. degree, Yale Law School; B.A. degree, Columbia College
  • Can be contacted at 949-725-4042 or [email protected]
John P. Garcia, CPA, M.B.A.

John P. Garcia, CPA, M.B.A.

Corporate Tax Advisors

  • Owner of Corporate Tax Advisors, a California based professional services company specializing in providing accounting, tax, and training services for mid-sized corporations with an international footprint
  • More than 25 years of experience providing services to major multi-national corporations such as Billabong, Nixon, Targus, Marriott, Dial, Henkel, The University of Phoenix, and CPE, Inc
  • His firm conducts regular seminars and workshops on the following: Accounting for Income Taxes – ASC 740/FAS 109; International Taxation; State and Local Taxation; Uncertain Tax Positions – FIN 48 and Transfer Pricing
  • Wrote the SRR Journal – Fall 2016 – How to Properly Capitalize Subsidiaries Without Getting Ensnared in the Earnings-Stripping Rules; California CPA magazine – June 2013 – An Integrated Database Solution to Global Withholding Compliance and Thomson Reuters - Corporate Taxation – December 2009 – Green Corporate Tax Incentives-Wind Technologies
  • M.B.A. degree in international business, University of Phoenix; B.S. degree in accounting and finance, University of Maryland College Park
  • Member of California Society of CPAs and AICPA
  • Can be contacted at 877-728-1400, [email protected] or www.ctaxadvice.com
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401711
Published 2016, 2018
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