Expatriation: Tips to Make It Easier to Advise Your Clients

January 28, 2021 at 4:40pm5:30pm
New York State Society of CPAs - International Taxation Conference
Live Webcast

Chris leads a session that delves into U.S. tax and reporting issues for U.S. taxpayers living abroad, creditable taxes, what it means to “expatriate” for U.S. tax purposes, how a taxpayer determines if they are a covered expatriate, what the tax ramifications of being a covered expatriate are, expatriation tax planning techniques, a deep dive into Form 8854, and practical nontax considerations.