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TAX TREATMENT OF SICKNESS & INJURY PLANS
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EDUCATION TAX BENEFITS
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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1099 HEADACHES
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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PUERTO RICO ACT 20/ACT 22 – THE UNBELIEVABLE NEW TAX STRATEGY
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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NEW YORK STATE'S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART II
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BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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UNDERSTANDING THE SCOPE OF PRIVILEGES IN CROSS-BORDER AUDITS AND INVESTIGATIONS
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AREAS OF CONTROVERSY UNDER THE TCJA
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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LITIGATING FOREIGN ASSET REPORTING TAX PENALTIES: THE CONTROVERSIES CONTINUE
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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KEYNOTE ADDRESS: STATE OF THE IRS - PRESENTED BY IRS COMMISSIONER CHARLES RETTIG
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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THE SECTION §199A PASS-THROUGH DEDUCTION
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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TAXATION OF IRAs AT DEATH
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THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE PLANNING
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Expatriatetaxationdive haynes

EXPATRIATE TAXATION - A DEEPER DIVE

CPE Processing Fee$20.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits2.0 hours
CE Credits 2.0 hours
Course Id# - HURS9-U-00226-18-S
Subject Area Taxes (Federal Tax Update)
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateSep 30, 2019
Date OfferedSep 30, 2019
Course Description

Learn even more about expatriate taxation in this informational webinar. By the end of this session you will be able to conquer any expatriate tax issue that comes your way!


During this session we will discuss:


  • Detailed instructions on preparing the Foreign Earned Income Exclusion and the Foreign Tax Credit

  • Nondiscrimination treaty positions

  • Social Security and Totalization Agreements

  • Tax treatment of rental or sale of US/foreign residences while living overseas

  • Hypothetical tax

  • Tax equalization including sample calculations

  • Plus lots and lots of examples!

Learning Objectives

  • Identify tax benefits available to expatriates (including foreign earned income exclusions, foreign tax credits, benefits of tax treaties, hypothetical tax, and foreign housing exclusions).

Not logged
Handout Materials
Presentation Slides
Additional Materials
Qualified Housing Expenses from Instructions Form 2555
Sample TEQ
Review Questions
Review Questions
QUESTION 1: 10:00 minutes
QUESTION 2: 23:00 minutes
QUESTION 3: 47:00 minutes
QUESTION 4: 1:22:00 minutes
QUESTION 5: 1:32:00 minutes
QUESTION 6: 1:38:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Katrina Haynes, CPA

Haynes & Associates
Global Mobility Tax Manager
khaynes@hayneshelp.com
+1 470 823 4881

Katrina started Haynes & Associates in 2015 and until recently she was also the Global Mobility Tax Manager for The Coca-Cola Company.  She has 19+ years of experience serving clients with a global workforce, providing tax, compensation and mobility consulting to a wide range of multinational companies with operations in numerous tax jurisdictions.

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CPAacademy.org (Sponsor Id#: 111889) 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 website: www.nasbaregistry.org.

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About Our Presenter

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At Haynes and Associates, we are focused on providing high quality tax and consulting services at reasonable prices. Katrina C.M. Haynes, CPA has over fifteen years of experience providing US citizens, US Green Card Holders and foreign nationals with tax consulting and compliance services at some of the largest accounting firms in the world. She is a Certified Public Accountant (CPA) that holds licenses in multiple states and is an active member of the American Institute of Certified Public Accountants (AICPA) as well as the National Association of Black Accountants (NABA). In addition to tax services, we also offer a series of consulting services to assist individuals and small business owners. Overall, our goal is to provide each customer with whatever they need to be successful and give them peace of mind. Our goal is for our clients to relax and let Haynes help you!