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OnDemand Course

Tax Issues for US Citizens Abroad

Navigate complex expatriate taxation issues and avoid common pitfalls.

Whether here or overseas, US taxpayers face a myriad of issues and must contend with countless special forms. This material will help the practitioner assist American clients as they live, travel and work abroad. Topics include foreign earned income and foreign housing credits and deductions, the foreign tax credit, information for military personnel, interagency cooperation, and tax avoidance schemes.

Learning Objectives

  • You will be able to differentiate between Tax rules and regulations for US Citizens abroad.
  • You will be able to identify the requirements of the Residency Test.
  • You will be able to recognize what constitutes a Foreign Account and Foreign Earned Income.
  • You will be able to identify penalties for Failure to Disclose?

Runtime: 110 minutes
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Why Lorman?

Over 33 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

Us Citizens Living Abroad

Military Personnel

Available Exclusions and Deductions

  • Foreign Earned Income Exclusion
  • Foreign Housing Exclusion
  • Foreign Housing Deduction
  • Forms to File
  • Do the Exclusions Work?

Foreign Tax Credit

Miscellaneous Provisions

  • Charitable Contributions
  • Moving Expenses

Taxpayer Concerns

  • Interagency Cooperation
  • Tax Avoidance Schemes: Expatriation Tax and Foreign Cash

Reporting Requirements for Foreign Accounts and Assets

  • Foreign Accounts
  • Foreign Assets
  • Forms 3520
  • Is All This Reporting Working?
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Why Lorman?

Over 33 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 September 27, 2019.

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

  • CPE/NASBA - QAS Self Study 3.0 including Specialized Knowledge 3
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: 3.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 3.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
     
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Why Lorman?

Over 33 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

Monica Haven, E.A., J.D.,LL.M.

Monica Haven, E.A., J.D.,LL.M.

Monica Haven

Monica Haven, E.A., J.D.

  • Graduate fellow and former faculty member of the National Tax Practice Institute®, a recognized speaker on the professional circuit, and a sought-after guest lecturer on college campuses and at community organizations
  • Welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice which serves national and international clients
  • Students are grateful and have said, she’s a fantastic speaker who can take hard subjects and put them into concepts or analogies that are easy to understand; clear, articulate and expressive and has energy down to the last minute of the last class of the last day
  • LL.M. degree in Taxation
  • For additional information, published articles and loads of useful tax information please visit her website at www.mhaven.net
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More Program Information

Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406961
Published 2019
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Available in Multiple Formats

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