Welcome to the U.S., welcome to U.S. taxes - Pre-immigration tax planning

Description

Welcome to the U.S., welcome to U.S. taxes - Pre-immigration tax planning
IRS Program #: X9QQU-T-01122-24-O
CTEC #: 6257-CE-0284
CE: 1 IRS & 1 CTEC credit
Speaker: Liz Zitzow

Nonresidents intending to move to the U.S. generally have assets in their country of origin. Moving to the U.S. may cause unintended consequences for these individuals. This presentation will discuss the various considerations that a nonresident has to take in consideration from a tax perspective before moving to the U.S. This webinar will also provide common planning techniques used before immigrating to the U.S. to reduce the impact of double taxation.

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

Identify tax considerations applicable to nonresidents intending to move to the U.S.
Determine planning opportunities to reduce the impact of double taxation.

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