Foreign Tax Issues for US Citizens Abroad

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Includes a Live Event on 10/31/2019 at 2:00 PM (EDT)

Foreign Tax Issues for US Citizens Abroad 
Earn two CE Federal Tax with Monica Haven, JD, EA. 
October 17, 2019 from 2:00 pm - 4:00 pm EST

Online IRS Program Number: X9QQU-U-00559-19-O 
Self-Study IRS Program number: X9QQU-U-00559-19-S

Member: $80 Non-Member: $100

Course Summary
Our clients live, travel and work abroad – and they invest off-shore.  This course will focus on the taxation of foreign earned income, how to benefit from income exclusions, exemptions and credits, and avoid the wrath of a government that seeks to zealously prosecute tax avoidance schemes.  Non-compliance comes at a steep price – let’s make sure our clients report their foreign income and financial assets.

Course Description
Whether here or overseas, US taxpayers face a myriad of issues and must contend with countless special forms.  This course will help the practitioner assist American clients as they live, travel and work abroad.  Topics will include foreign earned income and foreign housing credits and deductions, the foreign tax credit, information for military personnel, inter-agency cooperation, and tax avoidance schemes.

Learning Objectives
Upon completion of this course, you will be able to:

  • Understand that US citizens living outside of the US have filing requirements comparable to citizens and residents living in the US.
  • Determine if certain US taxpayers may claim the foreign earned income exclusion.
  • Correctly calculate the housing exclusion for employer-provided housing, as well as the housing deduction if the taxpayer is self-employed. 
  • Use the foreign tax credit to mitigate the effects of double taxation and reduce the US tax liability of eligible taxpayers.
  • Advise US taxpayers of tax and reporting regulations that apply specifically to those living abroad, including foreign account and foreign assets reporting.

Monica Haven, EA

Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.).  She is a graduate fellow and former faculty member of the National Tax Practice Institute®, a recognized speaker on the professional circuit, and a sought-after guest lecturer on college campuses and at community organizations.  She welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice which serves national and international clients. 

  • Be sure to take both parts of the system test, specifically the Sound and Video tests. Go to: http://eventcenter.commpartners.com/se/Meetings/BrowserTest_New.aspx?account.id=CommPart
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  • We recommend the following computer operating systems and browsers:
    • Internet Explorer 12 or greater
    • iOS 10 or greater
    • Safari 10 or greater
    • Edge 14 or greater
    • Firefox 52 or greater
    • Chrome 60 or greater
    • Mac OS X 10.9 or later
    • Windows 7 or later
  • We DO NOT RECOMMEND using Internet Explorer 11 when using Windows 7 since that browser does not support HTML 5. We suggest Firefox or Chrome. 
  • If on WiFi use a hard-wired Ethernet connection. 
  • For optimal viewing, please join on a laptop or desktop computer.
  • Communications from NAEA

    Upon registration, you will receive the following four (or possibly five, if you did not attend the live webinar) e-mails from NAEA's e-learning partner, Commpartners, sent with a subject line: NAEA webinar: <insert course title>

    • Registration confirmation
    • Instructions on how to access the webinar, handouts, quiz and evaluation.
    • Live webinar reminder
    • When webinar recording is ready
    • User did not attend the live webinar

    A list of frequently asked questions is available here.