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Foreign Earned Income Exclusion & Other Things International Training

Hampton Roads Chapter, Virginia Society of Enrolled Agents 1500 N. Military Hwy, Norfolk, VA, United States

A basic overview of IRC 911 Foreign Earned Income Exclusion covering who can and cannot take advantage of the exclusion, is it always the best option, and some often overlooked nuances to completing Form 2555. Form 2555 will be following by a quick review of other forms that may need to be filed by Americans working or living abroad.

Training: PFICs – Uh-Oh and Oh Yes! Potential Issues and Benefits

20th Annual International Tax Symposium – Dallas Cityplace Events, 2711 N. Haskell Avenue, Dallas, TX, United States

The presentation will provide a discussion on some unintended PFIC consequences and some even more unintended ways to make PFICs work for your clients.  We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

Training: PFICs – Uh-Oh and Oh Yes! Potential Issues and Benefits

20th Annual International Tax Symposium - Houston University of Houston Student Center South, Houston, TX, United States

The presentation will provide a discussion on some unintended PFIC consequences and some even more unintended ways to make PFICs work for your clients.  We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

Trainings: PFICs – Identification, reporting, elections and Case Study

2017 International Tax Program in NYC 1717 Broadway, New York, NY, United States

This is not your standard session on what is a PFIC and how is it taxed, it is more strategy based and give the participant a different way to look at PFICs. We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

FORM 8621 UPDATE (v18.01.00)

Update Currency update 2017 December 2017 interest and tax rates 2017 forms and calculations Enhancements Currency setting by funds, not by account