Webinar: Planning for an Expatriation Year Tax Return

The expatriation year tax return involves a set of rules most CPAs rarely encounter: determining the expatriation date and residency termination date, navigating the dual-status year, completing Form 8854, and applying the §877A exit tax rules to different types of assets and accounts. This presentation covers what you need to know before you sit down to prepare one, including gift tax issues that can arise in the year of expatriation.