CPA's Guide to U.S. Taxation of Cross-Border Transactions | | | | | | | November | | 4 | 1 pm - 2:15 pm ET | | Presenters: Leticia Balcazar and Jacob Stein, Tax and Estate Planning attorneys | | Credits: CPE, CLE in all states (Credit Details) | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | In this webinar, you'll learn about the tax consequences of cross-border transactions. Upon completion of this course, you'll be able to: - Define outbound transactions (U.S. business going offshore), including:
- Controlled Foreign Corporations
- Subpart F income
- Recognize relevant treaties
- Identify negotiating points for joint ventures
- Identify inbound taxation issues (foreigners doing business or investing in the U.S.), including:
- Pre-immigration tax and estate planning
- Income tax planning for non-resident aliens
- Gift and estate tax planning
- FIRPTA withholding rules
- Passive income withholding rules
- Describe ownership structures for non-resident aliens
| | | | | | | Leticia Balcazar is a U.S. and International Tax, Business, and Estate Planning attorney. Ms. Balcazar has over 20 years of experience providing comprehensive tax & legal guidance to international investors, primarily in China and Southeast Asia. Ms. Balcazar regularly advises clients on business, tax, expatriate and pre-immigration planning, and domestic and cross-border estate and trust planning. Ms. Balcazar earned her LL.M. in Taxation from Golden Gate University Law School. | | | | | | Jacob Stein is the Managing Partner at Aliant, LLP. Mr. Stein specializes in complex estate tax planning, international tax planning and asset protection planning. Mr. Stein is the author of numerous books, including A Lawyer's Guide to Asset Protection Planning in California, the only legal treatise on asset protection specific to California. Mr. Stein frequently writes and presents on advanced tax planning, structuring international business transactions, asset protection and trust law. Mr. Stein earned his LL.M. in Taxation from Georgetown University Law Center. | | | | | | | | | ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 850 on-demand courses | | | | | | |
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