U.S. Tax Issues for Non-Resident Aliens

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Includes a Live Event on 10/17/2019 at 2:00 PM (EDT)

US Tax Issues for Non-resident Aliens
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-T-00556-19-O
Self-Study IRS Program number: X9QQU-T-00556-19-S

Member: $80 Non-Member: $100

Course Summary
This course will provide the practitioner seeking to keep pace with a shrinking world economy with the tools necessary to serve a diverse clientele.  Topics will include the determination of residency for federal tax purposes, dual-status issues, tax treatment of income and expenses for non-resident aliens, available elections and tax credits, administrative issues, and departure filing requirements.

Course Description
As more foreign citizens become subject to US taxation, practitioners must be comfortable with the various issues that can arise, including determining residency for federal tax purposes, dual-status taxpayers, tax treatment of income and expenses for nonresident aliens, available elections and tax credits, administrative issues and departure filing requirements. This session will give you the information needed to address domestic tax issues for nonresident aliens, enabling you to serve this expanding client base.

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

  • Determine residency under the green card and substantial presence tests.
  • Recognize and correctly report effectively connected income.
  • Determine a nonresident alien’s US filing requirements.
  • Make appropriate entries on Form 1040-NR.
  • Address issues specific to the NRA, including community property reporting, estate and gift tax rules, and state non-conformity.

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. 

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  • 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
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    A list of frequently asked questions is available here.