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Form 8833 Treaty-Based Return Position Disclosure: Claiming a Treaty-Based Position

Gain a better understanding of the requirements for filing Form 8833.

This course is intended to provide you with a comprehensive guide to understanding tax treaty benefits available and how to claim them. Topics will include potential treaty-based positions and limitations of benefits. Our speakers will also identify whether a taxpayer has a requirement to file Form 8833. This course will review Forms W-8 and 8802 and discuss the impact of the new foreign tax credit regulations on claiming a treaty-based relief from double taxation.

76 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 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 These Treaties

Who Qualifies for These Benefits?

Practical Basics of Claiming Treaty Benefits, Including Forms 8833, 8802, and W-8

Recent Developments Affecting Treaty Benefits

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Why Lorman?

Over 35 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

This course was last revised on April 13, 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).
     

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 35 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

Alden Dilanni-Morton

Alden Dilanni-Morton

Jones Day

Alden DiIanni-Morton

  • Works primarily in the areas of U.S. federal corporate taxation, assisting in advising clients on the tax aspects of complex transactions
  • Drafted tax opinions and a variety of key deal documents and has helped clients navigate complex tax issues on a variety of transactions, including multijurisdictional mergers and acquisitions
  • Prior to attending law school, Alden worked for Teach For China during its transition to the Teach For All network
Lori Hellkamp

Lori Hellkamp

Jones Day

  • 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 also serves on Jones Day’s Recruiting Committee
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Over 35 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: 409683
Published 2022
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