Keyword Search:
OR
Register for an Account
To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.
Forgot Username or Password | Register for an Account
*Premium Courses only included in the Unlimited Plus Package
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.
Accounting and finance professionals who advise clients with foreign income Prerequisite
None Advance Preparation
None IRS Approved
Yes CFP Approved
No
Subscribe to Surgent CPE emails for course information, promotions and industry insights