Understanding U.S. Expatriation and the IRC 877A Exit Tax (OnDemand Webinar)

$199.00

SKU: 405339EAU

Description

Gain a better understanding of the impact of new tax law on expatriation, issues under section 877A and following the US Tax regime.For a variety of reasons, individuals may consider expatriating from the United States. Often, however, they fail to consider the potential income, estate and inheritance tax consequences of expatriation. Without careful consideration and proper planning, individuals may unintendedly subject themselves to the punitive exit tax or a continuing U.S. tax liability if the appropriate forms are not properly filed. This topic helps practitioners understand the mechanisms relating to tax expatriation from the United States. Through an understanding of the net income and net wealth test, a client can be properly advised as to the tax impact of their decision to leave the United States. Additionally, proactive planning can assure an individual properly expatriates and minimizes exposure to the exit tax.

Date: 2019-04-24 Start Time: End Time:

Learning Objectives

Who Is an Expatriate?
• Are You a Covered Expatriate?
• Net Income Test
• Net Worth Test

Tax Consequences
• Income Tax
• Estate Tax
• Inheritance Tax

Planning and Other Considerations
• Avoiding Classification as a Covered Expatriate
• Exceptions
• How to Expatriate
• Reentry

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Datan Dorot-Dorot & Bensimon PL, Dustin Sher – Dorot & Bensimon PL