Advanced Foreign Certificate Program - LIVE
IRS Program #: see individual live events for program #
CTEC #: see individual live events for program #
CTEC #: see individual live events for program #
CE: 11 IRS & 11 CTEC credits
Materials
Course Description
This Advanced Certificate in Foreign Topics provides a deeper analysis of some of the international tax concepts. This course builds upon the topics discussed in the Basic Foreign Topics Certificate Program.Upon completion of the program, the EA will be able to identify common scenarios with international tax implications. Additionally, the EA will be able to determine alternatives for tax planning at the international level. This course serves as the foundation for the Advanced Foreign Topics Certificate Program.
This Certificate focuses on foreign investments made by U.S. individuals., commonly referred to as outbound investments. The first component of the Certificate analyzes and discusses concepts that are commonly found in the international tax arena. This includes the identification of Controlled Foreign Corporations (CFC), Passive Foreign Investment Companies (PFIC), and Foreign Partnerships, among others.
The second component of this Certificate applies the concepts of the first stage and discusses common scenarios encountered by U.S. individuals with foreign investments, for example, owning foreign real estate or leaving the U.S. This part also encompasses some of the reporting obligations that are required for the holding of CFCs, PFICs, and foreign branches.
The third component is 100% practical and allows the student to put into practice the knowledge acquired in the first two components.
Learning Objectives:
- Identify and provide tax advice concerning federal tax implications of investments made by U.S. individuals/businesses in foreign jurisdictions, including foreign corporations, foreign branches, foreign partnerships, foreign passive investments and foreign trusts.
- Learn to fill respective international filing requirements for each of the above.
Schedule
| Date/Time (All in ET) | Class Name | Speaker |
|
June 10th 12:00 - 2:00 PM |
Foreign Investment in U.S. Real Estate: FIRPTA Withholding & Forms 8288/8288-A (2 CE) |
Rita Ryan
|
|
June 11th
12:00 - 1:00 PM |
Immigrating to the U.S. - Dual Residents (1 CE) |
Liz Zitzow |
|
June 11th 2:00 PM - 3:00 PM |
Doing business in the U.S. via corporations/LLCs?: Do not forget Form 5472 (1 CE) |
Rita Ryan |
|
June 12th
12:00 - 2:00 PM |
U.S. Partnerships with Foreign Partners: Withholdings and forms K-2/K-3 (2 CE) |
Sara Eddie |
|
June 13th
12:00 PM - 1:00 PM |
Analyzing the W-8 series: W-8BEN, W-8BEN-E, W-8ECI, and more! (1 CE) |
Rita Ryan |
|
June 13th
2:00 PM - 3:00 PM |
Estate Tax for nonresidents - The trap for the unwary |
Fernando Juarez |
|
June 14th
12:00 - 1:00 PM |
Welcome to the U.S., welcome to U.S. taxes - Pre-immigration tax planning (1 CE) |
Liz Zitzow |
|
June 14th
2:00 PM - 4:00 PM |
Advanced Foreign Certificate Program: Theory to Practice (2 CE) |
Fernando Juarez |
| We hope you have fun while learning and made some great connections along the way! |
We understand that life and schedule conflicts happen. If you were unable to make it to one of the live sessions, the on-demand versions are posted within the course about two weeks after the live course is completed.
Presenters
Presenters
Rita Ryan, JD, LLM
Rita leads Wolf’s International Tax Services Practice, where she focuses on tax planning and compliance for international holdings. Rita has extensive experience advising clients on the tax aspects of cross-border business activities, structuring international investments, and the United States compliance obligations relating to these activities and investments for both entities and individuals. Rita also works with other tax professionals as a trusted advisor to identify necessary reporting, advise on filings, or review work papers and prepared forms to ensure accuracy in this evolving international compliance landscape.
Read their full bio here!
Rita leads Wolf’s International Tax Services Practice, where she focuses on tax planning and compliance for international holdings. Rita has extensive experience advising clients on the tax aspects of cross-border business activities, structuring international investments, and the United States compliance obligations relating to these activities and investments for both entities and individuals. Rita also works with other tax professionals as a trusted advisor to identify necessary reporting, advise on filings, or review work papers and prepared forms to ensure accuracy in this evolving international compliance landscape.
Read their full bio here!
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 their 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 their full bio here!
Sarah Eddie
A Big 4 tax accountant for years – Sarah focuses a lot on UK and US tax, mentoring, team leadership, process improvement, corporate and social responsibility and training others.
Sarah wanted to spend more time with her young family while continuing to do what she loves most by reaching people on a personal level. Being an American expat and woman with a corporate career and multiple businesses, she fully understands the range of difficulties and burdens we face.
Your business is your passion; it should not become a bur
A Big 4 tax accountant for years – Sarah focuses a lot on UK and US tax, mentoring, team leadership, process improvement, corporate and social responsibility and training others.
Sarah wanted to spend more time with her young family while continuing to do what she loves most by reaching people on a personal level. Being an American expat and woman with a corporate career and multiple businesses, she fully understands the range of difficulties and burdens we face.
Your business is your passion; it should not become a bur
Fernando Juarez, Esq., LLM, EA
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.
Read their full bio here!
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.
Read their full bio here!
Continuing Education
This course qualifies for IRS Continuing Education Hours and CTEC 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. If you would like your CE reported to CTEC, email education@naea.org with your CTEC member number.
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.
