US tax compliance for your expatriate clients: Online course, September 2020
A new and unique perspective on the taxation issues affecting US citizens abroad
Unlike almost every other country in the world, the US obliges its citizens to make a return of their income and assets regardless of their place of residence. The introduction of FATCA and the more stringent bank account reporting has meant that even more US expats are conscious of ensuring that their tax affairs are in good order.
This course deals comprehensively with the compliance and planning issues, making it suitable for all professional advisers in this area, at all levels of experience.
In light of the current pause on face-to-face events we have redeveloped this course for online learning. It will still be mostly live, one of the key values of our courses is the interactivity, and will be spread over six live modules, with podcasts, videos and webcasts to view in your own time.
Because tax should never been seen in isolation, we also feature content such as investment and retirement planning, two of the key areas where mistakes can be costly.
The course focuses on understanding the issues that face the American living abroad and wishing to be tax compliant. We do discuss some of the forms that need to be completed but this is not a series of lectures in how to complete those forms. No particular level of US tax experience is expected or taken for granted as everyone will be looking to fill the gaps in their knowledge.
Call +44 (0)1962 458058 or email firstname.lastname@example.org for more details.
Timetable (all times UK summer time: GMT+1)
Friday, 4 September: Live via Zoom
4.00 – 4.30pm: Introduction – Meet John Richardson and other course participants
Tuesday, 8 September: Live via Zoom
4.00-6.00pm: Module 1 – “Are you or have you ever been a US citizen? How about a permanent resident of the United States?”
Thursday, 10 September: Live via Zoom
4.00-6.00pm: Module 2 – Relief From The US Extraterritorial Tax and Regulatory Regime
Tuesday, 15 September: Live via Zoom
4.00-6.00pm: Module 3 – Report Early! Report Often! Report Everything! Keep A Record Of What Your Report! The Most Common Information Returns and the attendant penalty regimes
Thursday, 17 September: Live via Zoom
4.00-6.00pm: Module 4 – The Quiet American
The US Person Abroad As An Entrepreneur
Tuesday, 22 September: Live via Zoom
4.00-6.00pm: Module 5 – The Non-Compliant American: Understanding Compliance Options: Which option makes the most sense for your client?
Thursday, 24 September: Live via Zoom
4.00-6.00pm: Module 6 – Expatriation – Ceasing To Be A US Person