Basic Foreign Certificate Program LIVE: Introduction to Tax Treaties

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Description

Basic Foreign Certificate Program LIVE: Introduction to Tax Treaties
IRS Program #: X9QQU-T-00914-22-O
CTEC #: 6257-CE-0112
CE: 1 IRS credit & 1 CTEC credit
Speaker: Fernando Juarez Hernandez, EA, LLM

International tax treaties are extremely relevant to determine the correct tax result in cases where taxpayers derive income from abroad or have double tax residence. Tax treaties intend to prevent double taxation, and contain special rules for different types of income such as dividends, interest, business income, among others. This course will provide a detailed analysis of the most relevant rules in a tax treaty, how to interpret a treaty vs. Domestic law, and will discuss the “savings clause” which is unique to U.S. tax treaties.

Learning Objectives:

Understand best strategies to read and interpret treaties
Know what to look for when reading treaties
Understand the Form 8833 treaty exemption
Understand the saving clause

Contributors

Fernando Juarez, EA, Esq., LL.M.

Fernando Juarez, Esq., LL.M. EA, is a member of the International Tax Practice at Freeman Law. He advises on complex U.S. and international tax planning. His practice focuses on domestic and cross-border transactions. His experience also includes voluntary disclosures, FBARs and international compliance.

Fernando’s expertise in tax planning extends to Fortune 500 companies, family offices and medium & small businesses. His primary areas of expertise include inbound & outbound structures for international investors and cross border transactions.

Fernando received his law degree from the Escuela Libre de Derecho in Mexico City and holds a Master’s in Laws from Stanford Law School, where he served as the first Hispanic Chair of the Stanford Tax Club. He is licensed to provide tax advice in the U.S. and Mexico.

Currently, he is a National Reporter for the Observatory for the Protection of Taxpayer’s Rights by the IBFD.

Speaking engagements include the Organization for the Economic Cooperation and Development (OECD) in Paris, France; the Tax Executives Institute in Houston, the Start Up Week in San Antonio, the Hispanic Chamber of Commerce in Texas. Fernando has published multiple tax articles with international editors such as Thomson Reuters and the International Bureau of Fiscal Documentation (IBFD) in the Netherlands.

Thank you

Description

Contributors

Fernando Juarez, EA, Esq., LL.M.