Issues and Reporting for US Ex-Pats Living Abroad (Part 2)

When:  May 28, 2024 from 06:00 PM to 08:00 PM (PT)

Program Overview

May 28, 2024 | 6:00 pm - 8:00 pm| Webinar

Hosted by Sacramento Valley
Cosponsor Los Angeles 

Speaker   David Woods, EA, USTCP

Description

 

The Sacramento Valley Chapter in conjunction with the Los Angeles is excited to bring you a two-part webinar event! This is the second part of this seminar that will continue the discussion of the reporting mechanisms for taxpayers in the US who reside outside the US, what to look for and how to handle. It will also discuss the potential hazards and issues for US citizens who live outside the US and what opportunities and problems they might encounter.

Learning Objectives 

1. Discuss the concepts of foreign earned income exclusion and tax home.
2. Learn the tax treaty exceptions and reporting.
3. Review the informational reporting requirements for US citizens abroad regarding their responsibilities.
4. Learn about opportunities to minimize tax while outside the US but also pitfalls associated with it as well.
5. Compare US reporting with California rules regarding residence and domicile.

 Learning Level   Intermediate

Prerequisites & Advance Preparation      None

Continuing Education

IRS: 2 hours Federal Tax Topics   |   CTEC: 2 hours Federal Tax Topics    |   CA Bar:  1.75 hours Taxation Law |   CPA CA: 2 hours Taxes

Pricing

Member: $24.95   |   Non-Member: $49.95

Webinar Details

Written requests for refund or credit forward of chapter meeting fees will be accepted if received within three (3) business days prior to the education event.  Refund or credit forward is not available for “no-show” registrants.  Please contact sacvalleyeducation@gmail.com for refund and cancellation requests. 

Cancellation/Refund Policies