HGTE Intensive Course
Do you want to learn more about U.S. Expatriate and Foreign National Taxation? Join us for this beginner-level intense course to cover the tax preparation of these taxpayers from end to end. Upgrade to VIP for a VIP Swag Box and recordings from each session!
Virtual Session: January 28-30, 2025 (9:30am ET to 5:30pm ET)
June 10-12, 2025 (9:30am ET to 5:30pm ET)
Live Session (Atlanta, Georgia): May 6-8, 2025 (9:30am ET - 5:30pm ET)
November 11-13, 2025 (9:30am ET - 5:30pm ET)
PAYMENT PLANS AVAILABLE (SEE BELOW)
During this 3-Day Course we will cover the following information:
Day One: Expatriate Taxation:
*Foreign Earned Income & Housing Exclusion
*Foreign Tax Credit
*Tax Treatment of Income for Sourcing Purposes
*Social Security and Totalization Agreements
*FBARs and FATCA
*U.S. State Tax Issues for Expatriates
*Expatriate Case Study
Day Two: Foreign National Taxation:
*Substantial Presence Test
*Nonresident Aliens (Form 1040NR)
*Dual-Status Tax Returns
*International Student Taxation
*Tax Treaties and Elections
*Expatriation Provisions
*Foreign Pensions & Annuities
*Expatriation Provisions
*Case Study: Foreign National Taxation
Day Three: Other Issues:
*Rental/Sale of Home
*International Entities: CFC, PFIC, Foreign Trusts, Foreign Partnerships
*Gift & Estate Taxation for International Taxpayers
*Hypothetical Tax and Tax Equalizations
*International Tax Marketing (Trends and Ideas)
*Case Studies: Comprehensive (covering Day 1-3)
Learning Objectives:
After completing this course you will be able to:
*Differentiate between Full-Year, Part-Year and Nonresident Taxpayers
*Apply the Income Sourcing Rules to include either the Foreign Earned Income Exclusion, the Foreign Tax Credit or a combination to a Full Year Tax Return
*Apply the Substantial Presence Test to Analyze and Prepare Returns for Foreign National Taxpayers
*Identify the international enties that may impact individual returns
Delivery Method: Group Internet/Group Live
Program Level: Basic
Course Prerequisites: None
Advance Preparation Required: N/A
CPE Credit: 24.0 hours
CE Credit: 24.0 hours
Field of Study: Taxes
Haynes Global Tax Experts 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
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FAQs
Does this event qualify for CPE or CE?
This course qualifies for 24.0 CPE and CE credit. The credit will be awarded within 30 days from the webinar completion date.
How can I contact the organizer with any questions?
Please send an e-mail to info@hayneshelp.com
What's the refund policy?
You are able to reschedule you session within 12 months of your original session date. Or, you may also assign your slot to someone else.
What happens if I do not have a US credit card?
Please send an e-mail to info@hayneshelp.com for international payment information
How do I learn about the payment plans?
Reach out to us directly via info@hayneshelp.com
Who may I contact if I have complaints/concerns about the course?
Please send an e-mail to info@hayneshelp.com and we will happily work with you to resolve any issues