Video Courses

Course Description This course provides a detailed review of United States tax considerations for American taxpayers engaged in foreign business activities. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: CPE Credits: 2 CPE for CPAs and EAs

Field of Study: Video Courses

CPE Hours: 3.0

Course Description When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered. 

Field of Study: Video Courses

CPE Hours: 3.0

Course Description Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open

Field of Study: Video Courses

CPE Hours: 3.0

Course Description This course provides information on considerations for United States individuals in the international tax context. It will discuss detail on how individuals are classified as United States taxpayers – including review of options for reclassification of United States residents as nonresident aliens under either statutory or income tax treaty provisions. NOTE – This

Field of Study: Video Courses

CPE Hours: 3.0

Course Description This course introduces United States tax considerations (both income and estate/gift) associated with foreign trust structures. The program reviews classification considerations under American rules for foreign trust structures, then details how a trust becomes “foreign” under U.S. standards. Learning Objectives Upon successful completion of this course participant should be able to be complete

Field of Study: Video Courses

CPE Hours: 3.0

Course Description This course gives detailed review to the United States tax rules for passive foreign investment companies. It will review how a foreign entity becomes a PFIC – reviewing the income and asset test for PFIC determinations, along with checklist review of what should be done when determining if a foreign entity is a

Field of Study: Video Courses

CPE Hours: 3.0

Course Description This course provides full coverage of United States tax/information reporting requirements for outbound foreign activities and holdings of United States taxpayers. NOTE – This is a Video Self-Study Course Learning Objectives Upon successful completion of this course participant should be able to be complete the following objectives: CPE Credits: 2 CPE for CPAs

Field of Study: Video Courses

CPE Hours: 3.0

Course Description This course details options for curing prior year tax/information reporting failures in the international context. It will provide details on special provisions for reporting foreign-sourced income on United States tax returns (which often create retroactive issues) and review of information reporting requirements. NOTE – This is a Video Self-Study Course Learning Objectives Upon

Field of Study: Video Courses

CPE Hours: 3.0

Course Description The Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year. This course will provide a review of the Business Tax Reforms section of the Tax Cuts and Jobs Act bill (H.R.1). This course will provide a summary description of all provisions referenced in this section

Field of Study: Video Courses

CPE Hours: 3.0

Course Description The Tax Cuts and Jobs Act dramatically changed the US tax code starting in the 2018 tax year. This course will provide a quick review of the entire Tax Cuts and Jobs Act Bill (H.R.1.). This course will provide a summary description of all provisions referenced in this section of the Tax Cuts

Field of Study: Video Courses

CPE Hours: 3.0