Simplify U.S. tax treaties, benefits, and claiming requirements.
This program is designed to provide attendees with a comprehensive guide to understanding the basics of U.S. income tax treaties, including available treaty benefits, eligibility requirements, and how to claim those benefits. Topics include treaty-based positions, limitation on benefits provisions, Forms W-8, 8833, and 8802, as well as selected current developments affecting tax treaties.
Learning Objectives
- You will be able to identify key features and purposes of U.S. income tax treaties.
- You will be able to review the benefits available under U.S. income tax treaties.
- You will be able to discuss eligibility requirements and limitation on benefits provisions.
- You will be able to explain how to properly claim treaty benefits, including required forms.
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Why Lorman?
Over 39 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
An Overview of U.S. Tax Treaties
The Benefits of U.S. Income Tax Treaties
Who Qualifies for These Benefits
Practical Considerations for Claiming Treaty Benefits
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Why Lorman?
Over 39 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
Live Webinar Registration
- AIPB 1.5
- This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- AK CLE 1.25
- Alaska attorneys may receive 1.25 hour(s) of continuing legal education, including hour(s) of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.3
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.3 hour(s) credit.
- AR CLE 1.5
- This course has been approved for 1.5 hour(s) of CLE by the Arkansas CLE Board.
- Arizona CLE 1.25
- The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.25 hour(s) toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.25
- Lorman Education Services/Noggin Guru is a State Bar of California approved MCLE sponsor and this course qualifies for 1.25 CLE hour(s) of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- HI CLE 1.25
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hour(s).
- IL CLE 1.25
- This course was approved for a total of 1.25 hours of MCLE Credit by the Illinois MCLE Board.
- IN CLE 1.3
- This program has been approved by the Indiana Commission on Continuing Legal Education. Participating attorneys are eligible to receive up to 1.3 hours of Distance Education credit.
- MO CLE 1.5
- This program has been approved by the Missouri Bar for 1.5 hours of CLE.
- NH MCLE 1.3
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 75 Minutes.
- NJ CLE 1.5
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit.
- NM CLE 1.2
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.2 hours of credit.
- NV CLE 1.0
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours.
- NY CLE 1.5 including Areas of Professional Practice 1.5
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OH CLE 1.0
- This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours.
Please note: In order to receive OH CLE credit for this audio conference you MUST use the streaming option and enable and complete the required progress checks. This course is considered Self-Study.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
- VA CLE 1.0
- This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 CLE credit hours.
- VT CLE 1.25
- This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.25 hours of CLE credit.
- WI CLE 1.5
- This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
- WV MCLE 1.5
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.5 MCLE hours.
CPE 1.5 including Business Management and Organization 1.5
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub 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: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.5 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Management and Organization for 1.5 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.
Who should attend?
This live webinar is designed for accountants, tax managers, CFOs, controllers, business managers and owners, presidents, vice presidents, CEOs, executives, bookkeepers, tax preparers and attorneys.
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Why Lorman?
Over 39 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
Lori Hellkamp
Jones Day
- Partner at Jones Day in the Washington, D.C. office
- Lori’s practice includes corporate and international tax, M&A, and tax controversy and has a particular emphasis on international tax planning, counseling, and compliance, as well as tax-efficient structuring for cross-border transactions and investments
- She has counseled public and private companies facing a wide variety of multijurisdictional tax issues, both internally and before the Internal Revenue Service; has helped clients obtain favorable private letter rulings and advance pricing agreements, resolve disputes at Appeals and in Competent Authority proceedings, and navigate complex tax treaty, transfer pricing, withholding and other issues
- She is the former chair of the ABA Tax Section’s Committee on Foreign and US Taxation, frequently speaks and publishes on a variety of tax topics, is an adjunct professor of international taxation at American University Washington College of Law, and a board member of the George Washington University-IRS International Annual Tax Institute
- She can be reached at 202.879.3787 or [email protected]
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Why Lorman?
Over 39 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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