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Tax Prep for U.S. Expats Foreign Asset Reporting and Offshore Structures

TAX PREP FOR U.S. EXPATS FOREIGN ASSET REPORTING AND OFFSHORE STRUCTURES

Cost $22.50
Presentation Length 1.5 hours

Recorded DateMarch 7, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

In this course, you will learn the advantages and pitfalls of being a U.S. expat from a tax perspective. The course will cover various concepts regarding filing taxes for U.S. citizens living abroad as well as the reporting requirements for having bank accounts and other investments outside of the U.S. Along with compliance, the course will also cover at a high-level several ways to optimize using international strategies.

Learning Objectives:


  • Recognize the tax advantages of being a U.S. expat and concepts such as foreign earned income exclusion, foreign housing exclusion, etc.

  • Summarize reporting requirements for foreign bank accounts and investments

  • Determine what offshore structures are and how they can optimize legally

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Vincenzo is the founder and CEO of Online Taxman. He has extensive experience in both tax preparation and advising clients in accounting and financial transactions.

At Online Taxman, Vincenzo oversees corporate and individual filings. He specializes in offshore structuring for US entrepreneurs abroad and US real estate transactions by foreign nationals and funds.

Before founding Online Taxman, Vincenzo served as a partner in 4 Corners Inc., focusing on individuals and businesses for accounting and tax preparation matters as well as advising high net worth individuals in private equity investing.

Vincenzo also has “Big 4” audit and corporate accounting experience during his time with PricewaterhouseCoopers, involved in Fortune 100 audit engagements and M&A transactions, giving him the knowledge to perform analysis in valuation, corporate finance, and technical accounting issues.

He has both a Masters of Accounting and Bachelors of Business Administration with distinction from the University of Michigan’s Stephen M Ross School of Business.

Vincenzo loves to travel and is fluent in Spanish, Portuguese, and Italian. Vincenzo currently lives in Rio De Janeiro, Brazil.

About Our Presenter

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PwC alumni Vincenzo Villamena, CPA, founded Online Taxman in 2010.  Together with his business partner John Hamilton, CPA, he made it into the tax accounting firm of choice for expats across the world.

Our growing team of experienced tax professionals brings expertise from Big 4 accounting firms as well as private practices in international locations.

We help our clients with more than just tax returns. Our expertise in international business structuring, financial advisory, pension classification, and more makes us a leading choice for all your expat CPA needs.