In this international environment, it is more important than ever to be aware of the special opportunities and filing positions for foreign nationals living and working in the U.S.
This course is designed to assist the participant with identifying the unique tax needs of foreign nationals with these U.S. connections. This course will also provide the participant with information relating to the elections, treaty positions, tax identification numbers, etc that are applicable in these situations.
At the end of this course, the participant should have a basic understanding of the tax positions that are available to these taxpayers.
The different types of tax filing status classifications for foreign national taxpayers
The rules relating to the taxation of foreign nationals as U.S. Resident Aliens
The rules relating to the taxation of foreign nationals as U.S. Nonresident Aliens
The rules relating to the taxation of foreign nationals as Dual-Status Filers
The applicable elections and tax treaties which may apply in each of these situations
Haynes Global Tax Experts LLC
Owner
khaynes@hayneshelp.com
(470) 823-1481
Katrina started Haynes Global Tax Experts (fka Haynes & Associates) in 2015. Prior to being full-time with her business, she was the Global Mobility Tax Manager for The Coca-Cola Company. She has over 20 years of experience servicing clients with a global workforce, providing tax education, tax compliance, compensation and mobility consulting to a wide variety of individuals and multinational companies with operations in numerous tax jurisdictions.
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.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222