Tax Planning, Preparation and related Issues for the Americans Living Abroad

    /Stuart   /Sobelspeaker of compliance global
    Speaker: Stuart Sobel
    Duration: 120 Minutes
    Product Code: 700090
    Level: Beginner
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Today’s world is a different place. Years ago people would not have considered working for a domestic or foreign employer in another country. With technology such as email, websites, Skype, social media, and virtual employees many businesses are able to locate themselves anywhere in the world.

why should you attend

When people are ready to retire, they have choices to make. They can remain in their home town or somewhere else in the U.S., or they can become expatriates and live in foreign countries either maintaining or foregoing their U.S. citizenship. Their reasons for leaving the U.S. could include cost of living, climate, healthcare considerations, and tax considerations. Regardless of their reasons for leaving, these expatriates will still need tax planning services, tax preparation, and tax attorney help.

Our instructor, Stuart Sobel, has 48+ years of tax wisdom to share. During his 30 years with the Internal Revenue Service, he held positions in examination and high-level management. Since his retirement he has managed his own firm and helped thousands of for-profit and non-profit clients worldwide.

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Areas Covered

This webinar, which will provide a basic introduction to a myriad of tax issues that affect Americans living abroad, covers the following topics:
•  Foreign earned income exclusions
•  Impact of tax treaties
•  Filing requirements
•  Withholding and Social Security tax issues
•  Foreign tax credits
•  Impact of bank secrecy laws and currency transportation requirements
•  Taxation of dual-status aliens
•  Overview of immigration laws
•  Charitable contributions and non-profit formation in a foreign country
•  More

Learning Objectives

•  Understand the significance of a tax treaty
•  Compute a foreign earned income exclusion
•  Recognize the differences between U.S. citizen, resident alien, non-resident  alien, and a dual-status alien
•  Identify tax planning tools for U.S. citizens moving abroad
•  Enhance knowledge of immigration issues


This webinar is targeted mainly to:
•  Corporate Leadership in Closely Held Businesses
•  Payroll Supervisors
•  Taxation and Accounting Staff
•  Independent Contractors
•  CFO and Controllers


Stuart Sobel has provided expertise in areas including tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employee benefits, and tax controversy for more than 48 years. He has worked with thousands of diverse businesses and non-profit organizations including public charities and trade associations worldwide.

During his 30 years working for the Internal Revenue Service, Stuart held a number of positions including Internal Revenue Agent, Chief Examination Branch, Chief Review Staff, and Group Manager.

Stuart taught business start-up, non-profit management, accounting and several tax courses as a member of the adjunct faculty of Indiana University. He has been active in community affairs serving on many boards of directors including the Better Business Bureau, Ohio University, Family Development Services, Crossroads Rehabilitation, Indiana Writers Center, and others. He served for many years as a Score Mentor and received Emeritus status.

He received numerous performance awards for his performance as an IRS Agent and manager. He was honoured by then Vice President Gore in 1998 for his efforts to improve the quality of the Internal Revenue Service through public private partnership. He is the recipient of the Albert Gallatin Award issued by the Secretary of the Treasury Robert Rubin for meritorious service upon his retirement from the Internal Revenue Service. He has received awards and commendations from the States of Indiana, Arizona and Montana for efforts to improve tax administration through public/ private partnership. In the City of Indianapolis. He was nominated three times for Federal Manager of the Year by the Internal Revenue Service for his performance and community service. In 2006 Stuart was honoured by the City County Council of Indianapolis by resolution for strong leadership, community service, and unselfish devotion to the betterment of the city.

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  • PDF Reference and Resource Materials
  • Post purchase Q&A via emails.
  • Login information will be shared 24 hours after the completion of Live webinar
  • Post purchase Q&A via emails
  • Free shipment within 72 Hours, from the date of webinar completion
  • Listen and read on any compatible device.
  • For International destinations outside US & Canada; please contact our customer support team
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