- OVERVIEW AND WHY SHOULD YOU ATTEND
- AREAS COVERED AND LEARNING OBJECTIVES
- WHO WILL BENEFIT
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.
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
• 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
WHO WILL BENEFIT
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.View all trainings by this speaker
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Thank you for the spreadsheet webinar. The webinar was informative and helpful. Although many of the concepts are known and understood by Industrial and Process Engineers, it is always helpful to have a straightforward review. The spreadsheet will be beneficial in being able to help identify areas of risk and areas that may require some attention.
Benchmark Electronics , ******** Engineer
This was a very informative session, it did help my company by raising awareness in areas we lack policies. The only thing I would suggest get added to the session is direct information relating to Accounting, ex. Taxation rules for record retention as they are some records which a company is required to keep indefinitely.
First MCO, ***** Manager
Overall I found the video conference well organized and very informative. The presenter, Ronald Adler, was certainly extremely knowledgeable and presented the subject matter in a well organized, direct and succinct manner. Afford the attendee the ability to track and record paid attendance/activity without a lot of tracking and follow up in order to gather the necessary information required to record the CPEs earned and paid for.
Dynamic Marketing Systems, VP Finance & Human Resources
As this was our first experience, we did not know what to expect. I believe the webinar was informative and to the point, and explained to us the purpose of the I-9, and how the company can be affected by an audit. It really motivated us to review our files and bring them up to date.
Young Transportation, ****Coach****
I have participated in several webinars hosted by Compliance Global on various H&S topics. They are always precise, technologically-oriented, and easy to use and partake in to further my knowledge of current Health and Safety regulations and topics.