BDO will explore the complex landscape of U.S. income, gift, trust and estate taxation for foreign national individual taxpayers living and working in the United States. Discover the common pitfalls and tax traps that can lead to unexpected liabilities and learn strategies to effectively manage your tax obligations. Whether you’re a foreign national professional living and working in the United States or an employer looking out for your employees, this session will equip you with some insights about common cross-border tax traps in the United States to help you plan for the future and navigate the U.S. tax system more confidently and compliantly.
We will take some audience Q&A at the end of the presentation.
SYNOPSIS: NAVIGATING THE TAX MAZE: COMMON PITFALLS FOR FOREIGN NATIONALS LIVING IN THE UNITED STATES
- Geoff Aldridge, Principal, Tax; CAW Network USA Chicago Chapter President
- Mark Boaman, Managing Director, Global Employer Services
- John Nuckolls, Managing Director, Private Client Services
- Dave Zydek, Managing Director, Private Client Services
LEARNING OBJECTIVES:
This presentation will help its audience:
- Describe some of the more common individual income tax issues that foreign national taxpayers living and working in the United States may encounter.
- Describe some of the key U.S. gift, trust and estate tax considerations that foreign nationals living in the United States should be aware of.
- Describe potential tax planning ideas to address some of the more common U.S. income, gift and estate tax issues that foreign national taxpayers may encounter.
REGISTRATION: To register for this session, go to Online https://attendee.gotowebinar.com/register/3416139091850643288
Note: In order to be awarded the full credit hours, you must attend / participate in the full session.
Participants will earn 1 CPE credits (for the first 50 minutes of the program 1 CPE credit is awarded but only if the program is 50 minutes. For each additional complete 25 minutes of program time an additional 0.5 CPE credits can be awarded.) We can agree the exact credit for the program once we know the exact start /end times
FIELD OF STUDY: Taxation
PREREQUISITES: No prerequisite provided attendees are qualified CAs and/or CPAs or similar finance professionals / students.
WHO SHOULD ATTEND: Open to members and associates of CAW Network USA and their guests.
ADVANCE PREPARATION: Not required
PROGRAM LEVEL: Intermediate
DELIVERY METHOD: Group Internet
REFUND / CANCELLATION POLICY: No fee for members or guests
COMPLAINT RESOLUTION POLICY: For more information regarding refund, complaint and/or program cancellation policies (as relevant), please refer to https://cawnetworkusa.com or contact [email protected]
Eligible for 1 CPE credit in the field of taxation
The Association of Chartered Accountants in the United States, Ltd. (ACAUS) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org