2023 June Solutions Room: Taxing British Pensions
Course Description
The United Kingdom has a very special treaty regarding pensions; one of the most generous ones. We’ll go over how pensions are taxed in general, how specifically British pensions are taxed differently, and how you can check a treaty to see how your country’s pensions will be treated. You will walk away knowing how to tax foreign pensions.We’re solution focused. Register for this webinar for insight into the latest tax law changes (and the challenges they create) directly from leading experts in the tax industry. The session will conclude with a Q&A session – be prepared to ask questions of our experts!
Learning Objectives
- General information about all pensions and taxes.
- Differences in British pensions.
- Differences in how British pensions are taxed.
- How to check a treaty to see specific country pensions.
Presenters
Liz Zitzow, EA
Liz Zitzow is an Enrolled Agent licensed to practice before the IRS with over 34 years of experience in US taxation and 23 years specializing in British/US tax issues. She is the Managing Director of British American Tax and oversees all aspects of the business, providing personal consultations to clients. She does a lot of Streamline Foreign Offshore Procedures (SFOP)nonfiler cases and occasionally opts for so-called “quiet disclosure” when SFOP won’t work.
Read her full bio here!
Liz Zitzow is an Enrolled Agent licensed to practice before the IRS with over 34 years of experience in US taxation and 23 years specializing in British/US tax issues. She is the Managing Director of British American Tax and oversees all aspects of the business, providing personal consultations to clients. She does a lot of Streamline Foreign Offshore Procedures (SFOP)nonfiler cases and occasionally opts for so-called “quiet disclosure” when SFOP won’t work.
Read her full bio here!
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.
