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Surgent's International Tax Challenges and Opportunities for U.S. Filers


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3.00 Credits

Member Price $169.00

Non-Member Price $219.00


Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.

  • Course Instructor: Renata Maroney (Stasaityte), CPA
  • Highlights

    • Residency status for U.S. federal income tax purposes
    • Key provisions of U.S. income tax treaties
    • Overview of the taxation of income from foreign entities
    • Understanding Foreign Tax Credit
    • Identifying foreign-source and U.S.-source income
    • Foreign earned income and housing exclusion
    • Foreign informational form filing requirements



    Designed For

    Accounting and finance professionals who advise clients with foreign income


    • Advise clients on unique tax issues faced by U.S. residents living, doing business, or investing abroad
    • Understand how foreign-source income is taxed in the U.S.
    • Advise clients on key tax-saving opportunities available




    This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by Surgent. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.

    Non-Member Price $219.00

    Member Price $169.00