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U.S. Tax Treaties: What You Need To Know

Gain a basic understanding on United States tax treaties and how they are enacted.

This program intends to provide attendees with a comprehensive guide to understanding the basics of U.S. income tax treaties, including what tax treaty benefits are available, who is eligible to claim them, and how to claim them. Topics will include potential treaty-based positions, limitation of benefits, Forms W-8, 8833, and 8802, current developments, and the impact of the new foreign tax credit regulations on claiming a treaty-based relief from double taxation.

75 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 36 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

Recent Developments Affecting Treaties and Treaty Benefits

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Why Lorman?

Over 36 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 Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on December 21, 2022.

Call 1-866-352-9540 for further credit information.

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • AR CLE 1.25
     
  • This course has been approved for 1.25 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.25
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.25 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.25
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.25 CLE hours 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).
     
  • GA CLE 1.0
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours.
     
  • HI CLE 1.25
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hours.
     
  • MO CLE 1.5
     
  • This course qualifies for self-study CLE credit in Missouri.
     
  • MS CLE 1.25
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.3 credit hours.
     
  • NC CLE 1.25
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.25 CLE hours.
     
  • NH MCLE 1.2
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 74 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.
     
  • 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.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.25
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.25 hours of credit.
     
  • VT CLE 1.25
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.25 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WI CLE 1.5
     
  • This program qualifies for 1.5 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
     
  • WV MCLE 1.5
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.5 MCLE hours.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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

MP3 Download

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

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Why Lorman?

Over 36 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

Lori Hellkamp

Jones Day

  • Partner at Jones Day in the Washington, D.C. office
  • Provides commercial solutions to complex tax issues by taking creative and practical approaches to problem-solving
  • Practice spans a broad range of areas, including corporate and international tax, M&A, and tax controversy
  • Her practice has a particular emphasis on international tax planning, counseling, and compliance, as well as tax-efficient structuring for cross-border transactions and investments
  • Has extensive experience helping clients address issues arising from foreign (inbound) investments into the United States and in the fintech and renewable energy sectors; in addition, she regularly advises clients on tax and structuring issues related to cryptocurrencies, NFTs (non-fungible tokens), and other digital assets
  • 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, FIRPTA (Foreign Investment in Real Property Tax Act), anti-boycott, and U.S. tax reform issues
  • Chair of the ABA Tax Section’s Committee on U.S. Activities of Foreigners & Tax Treaties (USAFTT) and a member of the ABA Tax Section’s task force on cryptocurrency; active member of the D.C. Bar and frequently speaks and publishes on a variety of tax topics; board member of the George Washington University-IRS International Annual Tax Institute and serves on Jones Day’s Recruiting Committee
  • Can be reached at 202.879.3787 or [email protected]
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Why Lorman?

Over 36 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: 410214
Published 2022
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