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Foreignnationaldive haynes

FOREIGN NATIONAL TAXATION - A DEEPER DIVE

Cost Free
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes (Federal Tax Update)
CE Credits 2.0 hours
Course Id# - HURS9-U-00225-18-S
Course Level Basic
Instructional Method Self Study
Prerequisites None
Advanced Preparation None
Course Description

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

During this session we will discuss:


  • Treatment of FDAP income on Form 1040NR

  • Taxation of foreign pensions and annuities

  • Tax treatment of rental/sale of foreign residence

  • Expatriation provisions

  • Samples of elections (including the verbiage)

  • Samples of treaty positions for various situations

  • How to prepare a dual-status tax return

  • Plus lots and lots of examples!

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify important parts of the tax code that apply to foreign nationals and expatriates.

  • Determine how to assist foreign nationals and expatriates in filing taxes.

Linkedin

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.

Additional Materials
Tax Treaty Table
Sample Statements for Elections
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Haynes Global Tax Experts is focused on providing high-quality US expatriate and foreign national tax and consulting services to individual taxpayers with international complexities. Katrina C.M. Haynes, CPA has over twenty 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) and is an active member of the American Institute of Certified Public Accountants (AICPA), the National Society of Black Certified Public Accountants (NSBCPA), and the National Association of Black Accountants (NABA).