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This webinar reviews international tax issues in the preparation of complex US national/US citizen tax returns through a complex but realistic case study. The webinar reviews US tax treatment of dual citizens; tax treaty availability to the dual citizen; US source income of former US residents; taxation of US citizens abroad and applicability of social security totalization agreements with respect to US taxation. The webinar discusses applicability of FBAR and 8938 filings for non-resident citizens and former non-citizen residents
Imagine this -- a US citizen retires to Canada with their non-US Citizen (Australia) spouse who formerly worked in the US. Imagine the tax implications!
Join Beth Lougen EA USTCP and Andrea Valois of American Expat Tax Services as they review the complicated case of George and Elaine, two folks with a minor child, living in Canada with two diverse US filing requirements (he is a Citizen, she was a former visa holder with current year US source income). You name it, they have it! Beth and Andrea discuss different US filing options available to the taxpayers. Consideration is also made for tax treaty and totalization agreement positions.
Join us for the most educational 150 minutes of the year!
3 IRS CE/2 NASBA CPE Credits available.
Mary Beth Lougen
President and Founder of American-Expat Tax Services, an international tax preparation that
assists Americans living abroad and the COO of Expat Tax Tools, an international tax
software company that offers the Form 8621 Calculator. Mary Beth is an Enrolled Agent and also one of only 250 United States Tax Court Practitioners (USTCP) in the world, and has
earned the right to represent taxpayers in the U.S. Tax Court with the same standing as an
attorney by passing the equivalent of a four-hour bar exam that includes a large section of
substantive federal tax law. In addition Mary Beth has a Masters of Law in Taxation from
the University of San Francisco. As a dual Canadian/U.S. citizen she is
uniquely in tune with the challenges and concerns faced by both the clients and the tax
professional community enlisted to prepare international tax returns. Mary Beth is a well respected Expat Tax advisor with over 30 years of U.S. and Expat income tax experience working both in the United States and in Canada. She continues to be a speaker at International Tax Conferences nationally along with a contributor to tax publications like the Bloomberg BNA tax