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Self-Study CPE
DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS
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TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS
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EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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HOME OFFICE DEDUCTION
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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EDUCATION TAX BENEFITS
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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Crossborder beachfleishman

CROSS BORDER PLANNING

Cost Free
CPE Credits 1.5 hours
1 hour for EAs (Federal Tax Update)
Course Id# - HURS9-U-00288-18-O
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The course will cover the basic cross border tax and financial planning issues, primarily through a series of questions that should be asked of cross border clients. Through the use of questions, the course will cover the issues surrounding citizenship, residency, tax compliance, and learning the client’s story. From there, the course will explore some of the more technical areas and will end with conclusions.

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Dale Walters, CPA, PFS, CFP®

Beach Fleischman
Director of Canada - US Tax Services
dawalters@beachfleischman.com
602-792-5961

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Dale is the Director of Canada-US Tax Services at BeachFleischman, one of Arizona’s largest locally owned CPA firms.

Dale is a licensed certified public accountant and has earned the personal financial specialist designation, as well as being one of the few people that have earned the Certified Financial Planner™ designation in both the US and Canada.

Dale has over thirty-five years of experience and is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and is the co-author of Taxation of Canadians in America: Are YOU at risk? and Taxation of Americans in Canada: Are YOU at risk?

Having owned and run many businesses over many years, Dale understands the needs, frustrations and challenges of business owners. Dale has experienced the decisions to be made with regards to structure, compensation and benefits, pricing, marketing, hiring, culture, mergers and ultimately the successful transition of a business to the next generation of leadership.

Dale is a former collegiate wrestler and four-time World Heavyweight Karate Champion. Dale is also a fourth-degree black belt in Judo and a first-degree black belt in the Israeli self-defense system of Krav Maga.

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Outline
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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.

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

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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.

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

About Our Presenter

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BeachFleischman CPAs is based in Arizona and has offices in Phoenix and Tucson (Headquarters). We are one of Arizona's largest locally-owned CPA firms and a "Top 200" largest CPA firm in the U.S. We serve over 7,000 private enterprises, not-for-profit organizations and entrepreneurs in the US and Mexico, and provide accounting, assurance, tax and advisory services. We work closely with clients to help them save taxes, preserve wealth, mitigate risk, improve accountability, enhance profitability and support growth. We also have specialized industry expertise in the healthcare, real estate, construction, manufacturing, service and non-profit sectors. We passionately believe in the power of collaboration. Working together in pursuit of your success is our purpose and our privilege. You get the best of both worlds with BeachFleischman: A firm with the resources to deliver on a global level combined with a service and community-minded approach of a local firm.