1 (844) 312-8670

1 (844) 546-2615

info@expattaxtools.com

Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

January 2018

FORM 8621 UPDATE (v18.01.01)

January 13, 2018

Update 2017 CCH Tax Preparation Program data entry update Fix Removed disallowed Foreign Tax Credits credits the form 8621 Deemed Sale Fair Market Value currency fix

Find out more »

April 2018

Practitioner’s Guide to the Sec. 965 Repatriation Tax

April 3, 2018 @ 5:00 pm - 7:00 pm EDT

Join special guest instructor Mary Beth Lougen, EA, USTCP for the Compass Tax Educators webinar "Practitioner's Guide to the Sec. 965 Repatriation Tax" on April 3, 2018. Other members of the Compass Tax Educators team will also be available on this webinar to moderate the event and answer questions. The Tax Cuts & Jobs Act completely redefined the U.S. tax regime for foreign corporations owned by U.S. persons. To facilitate this change, Congress imposed a one-time tax on certain offshore…

Find out more »

October 2018

PFIC Training Series – PFIC Taxation Fundamentals

October 16, 2018 @ 2:00 pm - 4:00 pm EDT
$149.00

Part 1 Instructor: Mary Beth Lougen, EA, USTCP IRS Program Number: NMVBP-T-00110-18-O This course is the first in the Passive Foreign Investment Companies series training, that gives a broad overview of the tax law related to passive foreign investment companies, or PFICs. Failing to properly file Form 8621 can expose your client to both onerous penalties and an unlimited statute of limitations for the assessment of tax. Even though the PFIC provisions are among the most complicated and punitive sections…

Find out more »

PFIC Training Series – PFIC Masterclass: Section 1291

October 23, 2018 @ 2:00 pm - 4:00 pm EDT

Part 2 Instructor: Mary Beth Lougen, EA, USTCP IRS Program Number: NMVBP-T-00111-18-O This webinar will instruct in both the details and computations required to complete Form 8621 under the default §1291 regulations. This is a course aimed at practitioners that have an intermediate level of understanding of PFIC taxation. The materials will be computation-intensive and will cover both §1291 theory as well as application on Form 8621. Learning Objectives: Describe the overall §1291 mechanism and its purpose. Compute both excess…

Find out more »

PFIC Training Series – PFIC Masterclass: QEF & MTM

October 30, 2018 @ 2:00 pm - 4:00 pm EDT
$149.00

Part 3 Instructor: Mary Beth Lougen, EA, USTCP IRS Program Number: NMVBP-T-00112-18-O This webinar will instruct in both the details and computations required to complete Form 8621 under the qualified electing fund (QEF) and mark-to-market (MTM) regulations. This is a course aimed at practitioners that have an intermediate level of understanding of PFIC taxation. The materials will be computation-intensive and will cover both QEF and MTM theory as well as application on Form 8621. Learning Objectives: Describe the overall QEF…

Find out more »

November 2018

Advanced International Tax Issues – GILTI Fundamentals

November 27, 2018 @ 2:00 pm - 4:00 pm EST
$149.00

Instructor: Mary Beth Lougen, EA, USTCP IRS Program Number: NMVBP-T-00113-18-O This course will demystify the new global intangible low tax income (GILTI) regime that takes effect for many taxpayers in 2018. We will provide an overview of the regulations and their intent, define the new terms of art in the regulations, calculate GILTI, demonstrate how the regulations affect entities and individuals differently, and what strategies are available to mitigate potential tax consequences. Learning Objectives: Identify what taxpayers are subject to…

Find out more »

December 2018

Training: International Penalties and Abatement Strategies

December 4, 2018 @ 2:00 pm - 4:00 pm AST
$149.00

Instructor: Mary Beth Lougen, EA, USTCP IRS Program Number: NMVBP-T-00114-18-O The IRS is focusing their resources on international tax compliance; as such, practitioners are seeing increasing numbers of examinations in this area along with FBAR and international information return penalties. We will discuss in detail methods to defeat these penalties, such as reasonable cause, as well as how to effectively represent clients in either an international non-compliance examination or penalty abatement engagement. In addition, we will look at case studies…

Find out more »

August 2019

Training: GILTI Take 2 – What We Know Now

August 8, 2019 @ 2:00 pm - 4:00 pm EDT

This course delves into the global intangible low tax income (GILTI) regime that takes effect for many taxpayers in tax year 2018 and how it has evolved over the last year. We will provide an overview of the final regulations and their intent, define the new terms of art in the regulations, calculate GILTI, demonstrate how the regulations affect entities and individuals differently, and outline strategies to mitigate potential tax consequences.

Find out more »

October 2019

Relief Procedures for Certain Former Citizens

October 10, 2019 @ 10:00 am - 12:00 pm EDT

This free 100-minute webinar is open to ALL

This webinar will cover the following:

- Provide background on United States citizenship by birth and relinquishing citizenship
- Discuss tax implications of relinquishing citizenship
- Describe the purpose and scope of the new Relief Procedures for Certain Former Citizens (“relief procedures”)
- Explain specific filing requirements under the relief procedures and discuss common issues taxpayers may encounter
- Discuss how submissions under relief procedures will be handled by the Service
- Plus a live Q & A

Find out more »

November 2019

PAYING U.S. TAXES IN CANADA – A Complimentary Seminar

November 2, 2019 @ 9:00 am - 12:30 pm EDT
Giovanni Caboto Club – Verdi Hall, 2175 Parent Ave
Windsor, ON N8X 4K2 Canada

Are you caught on the borderline? Are you a U.S. Citizen, Green Card holder, born on U.S. soil or born abroad to a U.S. parent and live in Canada? Do you have financial accounts in Canada or anywhere outside of the U.S.? If you have never filed U.S. tax returns or are behind on annual tax filings or reporting financial accounts, you could be subject to significant penalties up to $10,000 (USD) per account, per year unreported. Learn how to protect…

Find out more »
+ Export Events