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Turning Theory to Practice: Outbound Investments - U.S. Individual with Foreign Investments
IRS Program #: X9QQU-T-01095-23-O
CTEC #: 6257-CE-0262
CE: 2 IRS & 2 CTEC credits
Speakers: Fernando Juarez, Esq., LLM, EA & Liz Zitzow, EA
This session will a hands-on discussion and analysis of a real-world tax case for U.S. individuals withinvestments in foreign jurisdictions (OUTBOUND). This case will discuss ownership in foreign corporations, foreign partnerships and branches. The session will provide a framework to analyze such complex case and will also provide guidance on the forms that may be required to be completed by a tax preparer.
- Identify international tax topics that may be relevant to investments in foreign jurisdictions by U.S. individuals.
- Determine a plan of action to tackle complex outbound international tax scenarios. Identify and complete relevant tax forms for U.S. individuals.