US Expatriate Taxation
Product ID : HAYN-0001
Level : Beginner
Duration : 60 Minutes
CPA with 18+ years of expatriate/foreign national taxation experience. Experience with running an international expatriate program. Currently working as the Global Mobility Tax Manager for a global organization. Owns consulting firm that provides consulting and compliance services relating to US expatriate and foreign national tax issues.
This session will cover the US Taxation of Expatriates. Specifically, we will focus on the Foreign Earned Income Exclusion, the Foreign Tax Credit and State Tax Issues. During the Foreign Earned Income Exclusion section, we will discuss the two tests to qualify for this exclusion and the additional housing exclusion. During the Foreign Tax Credit section, we will discuss the difference between US and Foreign Source income, the Cash and Accrual methods and treaty resourcing. During the US State Tax Issues section, we will discuss the differences between state taxation and federal taxation and other things to consider when dealing with individual international tax issues.
- Foreign Earned Income Exclusion
- Foreign Tax Credit
- US State Tax Issues
Course Level - Basic
Who Should Attend
Tax Accountants, Tax Attorneys, HR Professionals
Why Should You Attend
Do you have questions about US Expatriate Taxation? Do you or your clients work in or manage an international workforce? If so, then this session is for you! This session will discuss the main tax benefits for expatriates and provide attendees with a starting point for addressing all of their US tax issues.