Immigrating to the U.S. - Dual Residents

Description

Immigrating to the U.S. - Dual Residents
IRS Program #: X9QQU-T-01117-24-O
CTEC #: 6257-CE-0279
CE: 1 IRS & 1 CTEC credit
Speaker: Liz Zitzow

The U.S. has always attracted people from every corner of the world. As always, tax must be a relevant consideration for any individual migrating to the U.S. Tax residency is a concept quite different than residency for immigration purposes. This session will provide a review of the concept of tax residency and will focus on scenarios where an individual is a dual resident for tax purposes. This course will also provide an overview of applicable forms to such scenarios.

Learning Objectives:
After attending the session, the participant will be able to:

Determine tax residency for individuals immigrating to the U.S.
Identifypotential tax implications for nonresidents.
Determinefiling requirements for dual residents.

Contributors

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.

Prior to BATax, she worked at US Tax and Financial Services in London as a Senior Tax Manager. Back in the states, she worked at Taxman reviewing the tax returns for about twelve offices to ensure accuracy. She represented their clients every year on audits. She got her feet wet with H&R Block at the very beginning. She loves gardening, travel, and goes to film festivals several times a year. Once upon a time a long time ago she recorded several albums as a singer in the Boston music scene.

Description

Contributors

Liz Zitzow, EA