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Many nonresidents hold U.S. real estate through a foreign corporation. In this overview level presentation, learn the withholding requirements, what tax forms to file, and when to file them for each stage of real estate ownership—purchase, rental, disposition—through a foreign corporation.
Presenter: William Shiraga
Materials: Dropbox
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The Foreign Earned Income Exclusion and related housing deduction/exclusion are a way for Americans abroad to reduce or eliminate their U.S. tax liabilities. But qualifying is complex and understanding exclusions is often unclear. Learn what exclusions are permitted and preparation of Form 2555.
Presenter: Phil Hodgen
Materials: Dropbox
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Foreign owners of domestic corporations and foreign corporations engaged in U.S. trade or business may need to file Form 5472. Complex attribution rules make identification of reporting requirements difficult. Learn when Form 5472 is required, the types of attribution rules that apply, and major issues to report.
Presenter: Debra Rudd
Materials: Dropbox
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Foreigners buy U.S. houses for personal use. But how should they own those properties? In this session, Phil Hodgen explains the estate tax and capital gain tax performance of eight different methods of holding title, from direct ownership to irrevocable trusts.
Presenter: Philip Hodgen
Materials: Dropbox
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Everyone “knows” that tax treaties can be used to solve tax problems. But how, exactly, do you figure out whether a tax treaty is useful in your case? Receive guidance on using income tax treaties and more in this course.
Attendees will consider how do you prepare Form 8833 to claim the treaty benefits. Plus, determine the impact of claiming treaty benefits on the tax return paperwork and identify whether your income tax is a liability.
Presenter: Phil Hodgen
Materials: Dropbox
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