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Covered Expatriates: The Exit Tax and Beyond

Covered expatriates are subject to the exit tax. There are several different ways that the exit tax is implemented. In this presentation, we will review how different types of assets will be taxed upon expatriation and in the aftermath. We will identify assets that create harsh tax results or timing problems that lead to high tax rates, and we’ll discuss steps to avoid those problems. We will also review the tax paperwork you can expect to file after expatriation.

Presenter: Debra Rudd

Materials: Dropbox