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EDUCATION TAX BENEFITS
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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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Free cpece webinars
Taxation of US Expatriates: Tax Year 2019

TAXATION OF US EXPATRIATES: TAX YEAR 2019

Available Date(s)
Wednesday, December 11, 2019: 4:00PM EST

Cost Free
CPE Credits 1.0 hour
1 hour for EAs (Federal Tax Update)
Course Id# - HURS9-U-00474-19-O
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Individual US taxpayers who do not live in the U.S. are given many significant benefits. Amongst these valuable benefits is the ability to exclude certain earned income from U.S. taxation, credits for taxes paid to foreign governments, and longer time to both file and pay taxes. However, owning assets and investments outside the U.S. carries additional reporting requirements. There are significant penalties associated with failing to properly comply with requirements. This course will introduce the special exclusions, credits and filing requirements applicable to individual taxpayers living outside the U.S. The course will address how new tax law and regulatory updates and clarifications arising from the TCJA impact individual overseas U.S. taxpayers.

Learning Objectives


  • Special Definitions.

  • Foreign Earned Income Exclusion & Foreign Tax Credit.

  • Other US Expat Considerations.

  • CFC taxation, GILTI, §962 elections.

  • Taxpayer Information Reporting Requirements.

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Working with Expats, like myself, I’ve found that we are not most advisers typical clients. Most clients do not have multi-currency requirements, family in foreign jurisdictions, little to no experience with US taxation (and reporting requirements), or a need to consider international schooling or maintaining foreign assets. While our planning needs are similar, education, large purchases, retirement, tax planning, our road to achieving these goals can be very different. Feel free to contact me and we’ll see if we can work together to achieve your goals. We are happy working with international advisers and have a network of advisers if you need a specialist in an area we don’t cover directly.

Hibernian Financial Planning, LLC was founded to meet the needs of the many Expats living here in the US who are tired of conflicted financial advisors with hundreds of clients who can’t take the time to understand their unique situation.

Additionally, in full compliance with the local law in their country of residence, Hibernian Financial is proud to serve US taxpayers living outside of the US.

Many Expats have rich complex lives and need someone who understands that complexity and who can help them figure out how to best navigate a complex and foreign financial system. Hibernian Financial is that firm.

With over 25 years of serving individuals, couples and families from all over the world and helping US taxpayers manage their complex global affairs, I hope we can meet to discuss your needs an how I can best help you. Please feel free to contact me if you have any questions. I’m always happy to meet new people and learn about their situation. We can meet in person or via Skype, Google Hangouts, Zoom, etc.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

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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EA Approved

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.

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About Our Presenter

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Hibernian Financial Planning, LLC is dedicated to providing comprehensive financial planning to Expats in the US and US Expats around the world. Having lived and worked all over the world we appreciate the difficulty Expats having in obtaining advice beyond that normally available from a local broker.
 
We are fiduciary and fee-only. We will act in your best interests. Note while certain products we recommend will charge you fees these we do not receive any part of those fees. We will work with you to help you understand the costs of your choices. We have no account minimums, we will provide financial planning services without requiring you to have assets for us to manage.
 
We encourage those with savings in their 401k or other corporate or government retirement accounts to contact us for advice. Your assets are probably already in a very good structure with low administration costs and privileged legal status.