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Interplay of Foreign Assignment Length and Income Tax Considerations (BMA Webinar)


This program goes back to basics to reinforce how the current tax code affects the personal income tax situations for your employees on foreign assignment. A well-crafted package can allow your employee to benefit from the best the Internal Revenue Code and State Tax Codes have to offer on a personal level. Too often, employees on international assignments are surprised at tax time to learn that they do not qualify for federal earned income exclusions or state safe harbor programs which could have saved them thousands in taxes. When employees accept assignments outside the United States and are provided with a thoughtful employment package that considers not only the company’s interest but their own, your company will be able to retain talent easier and have employees more willing to accept international assignments.

Educational Objectives:
Webinar attendees will learn:

  • What the US Tax Code contains that will affect your employees on international assignment;
  • How state domicile figures in;
  • How to identify common mistakes in planning assignments that can financially hurt overseas staff.

Who will benefit the most from attending this program?

HR professionals; international tax professionals; anyone involved in planning overseas assignments for employees.

Enter promo code FIRMDISC25 and receive 25% off the registration fee



Ms.Mary Beth Lougen has over 30 years of US Income Tax experience, working both in the United States and in Canada. Being a dual Canadian/ US citizen who has lived on both sides of the border and personally dealt with the rigors of tax filing as a US Expat, Ms. Lougen is in tune with the challenges and concerns faced by all her clients. After seeing too many people with significant tax issues caused by preparers with a lack of knowledge in the field of cross border taxation, Ms. Lougen started American Expat Tax Services to make quality expat tax preparation available to everyone.

Ms.Lougen is an Enrolled Agent (EA), a United States Tax Court Practitioner (USTCP), admitted to represent taxpayers in front of the IRS as well as the United States Tax Court, and an NTPI Fellow. She is also a respected writer and teacher in cross-border taxation, having contributed articles to BNAs Weekly State Tax Report and Daily Tax News which deal with the tax implications of Americans abroad:

In addition, Ms. Lougen has partnered to create Expat Tax Tools, Inc a small international software company looking to fill a big void by providing software solutions to prepare specialized international tax forms. Currently Expat Tax Tools offers the only commercially available software that tackles the Passive Foreign Investment Company (PFIC) regulations and completes Form 8621.


Ms. Andrea Valois is Vice President of Operations at American Expat Tax Services. Ms. Valois specializes in US and Canadian tax preparation for clients residing in various countries around the world. Prior to joining American Expat Tax Services, she held a leading role in the US tax preparation department at one of the largest tax preparation firms in Canada, providing support and training to the large team of US tax preparers. She has extensive experience in the preparation of US and Canadian tax returns and has comprehensive knowledge of the rules and regulations of both the IRS and Canada Revenue Agency, particularly in relation to International tax matters.


Program Level: Basic
Prerequisite: None
Delivery Method: Live Webinar
Recommended HRCI Credit(s): 1.0