International Tax Lunch

Enjoy lunch and learn about international tax during this monthly webcast. Gain insights on how to better serve the needs of international tax clients by covering the basics as well as navigating through more complex topics. These webcasts are presented at noon.

Net Worth Test for Expatriation

Topics: Learn basic concepts about allocating assets between spouses. Identify what assets and liabilities are included in the net worth test. Understand valuation methods that can be applied to your assets. Learn strategies for reducing net worth to avoid being a covered expatriate.

  • Time: Noon
  • Credits: CPE 1, MCLE 1, MCLE LS-TX 1
  • Date: Jan 15

Covered Expatriates: Asset Taxation During and After Expatriation

Topics: Identify how an individual becomes a covered expatriate. Learn the four different ways that assets are taxed upon expatriation for covered expatriates. Identify timing problems and other issues that lead to high tax rates for covered expatriates. Understand how to prepare so that you can avoid tax timing problems and pay the lowest amount of tax possible.

  • Time: Noon
  • Credits: CPE 1, MCLE 1, MCLE LS-TX 1
  • Date: Feb 12

Foreign Owners of Domestic Corporations and Preparing Form 5472

Topics: Identify the Form 5472 filing requirements. Recognize what attribution rules apply and common situations in which Form 5472 is required because of attribution rules. Apply attribution rule concepts to prepare Form 5472. Recognize when a foreign corporation is engaged in a U.S. trade or business.

  • Time: Noon
  • Credits: CPE 1, MCLE 1, MCLE LS-TX 1
  • Date: March 12