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INTERNATIONAL TAX TRAPS FOR THE UNWARY:
What IRS Forms Should Be Filed by Taxpayers with Activities that Cross International Borders?
A Live Two-Hour Audio Seminar from CCH
Thursday, March 25, 2010 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn about the IRS Forms That Must be Filed by Taxpayers with Cross-Border Activities
U.S. international tax reporting and compliance has become increasingly rigorous and complicated in recent years — and has become a targeted area for IRS enforcement activities. There are a host of specialized and detailed forms for taxpayers for reporting their activities that cross international borders — and there are hefty penalties for failing to comply with the complex filing requirements. Unfortunately, ignorance of the reporting responsibilities is usually not a valid argument in case of an audit.
Presented by highly-regarded international tax practitioner, Robert J. Misey, J.D., LL.M., M.B.A., this two-hour telephone seminar will help you become more aware of the increasingly heightened disclosure obligations for taxpayers with cross-border activities and the forms that must be filed. Mr. Misey will focus on commonplace scenarios for taxpayers with such reporting obligations. As an introductory level program, the material will focus on who must file certain IRS forms and when the forms must be filed. At the conclusion of the program, you will know when you will have to file international-oriented IRS forms, which will save you time throughout the rest of busy season. While this session will not go into any depth on preparing these returns, samples of several completed U.S. international tax forms will be provided for illustrative purposes.
Professionals in public practice and in industry will benefit from this presentation and will gain a fundamental understanding and awareness of IRS forms for activities that cross international borders. The presentation time will include opportunities for you to ask questions directly to Mr. Misey via phone and e-mail.
Program Topics
Among the subjects and IRS forms that will be featured include:
Outbound Compliance
- Foreign operations of U.S. owners (Forms 5471, 8865 and 8858)
- U.S. individuals working abroad (Form 2555)
- Foreign tax credits (Forms 1116 and 1118)
- Exporters (Form 1120-IC-DISC)
- Foreign bank accounts of U.S. persons (TD F 90-22.1)
Inbound Compliance
- U.S. subsidiaries of foreign parents (Form 5472)
- Foreign taxpayers with U.S. income (Forms 1120-F, 1040NR and 8833)
- U.S. partnerships with foreign owners (Forms 8804, 8805 and 8813)
- Withholding on payments to foreign persons (Forms W-8s, 8233 and 1042s)
Learning Objectives
- Gain practical understanding of essential U.S. international reporting and compliance obligations
- Know who must file certain IRS international focused forms and when they must be filed
Who Should Attend?
Business tax and finance executives, directors, managers and staff; CPAs; Enrolled Agents; tax preparers and staff; accountants, attorneys and financial advisors who work with and advise businesses and individuals that have cross-border operations, activities and issues
SPECIAL GIFT!
Register today for this insightful program on Thursday, March 25 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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ROBERT J. MISEY, JR., J.D., LL.M., M.B.A.
Rob Misey is a shareholder with the law firm of Reinhart Boerner Van Deuren s.c. and co-chair of the firm's International Department. He concentrates his practice in the areas of international taxation, transfer pricing and tax controversies, and works with a wide range of clients from a variety of industries including manufacturing, service, energy, retail and entertainment.
For U.S. based multinationals, Rob helps clients maximize foreign tax credits and avoid U.S. taxation of foreign earnings to reduce the client's overall effective tax rate. For foreign owned clients, he coordinates with the client's global tax minimization strategy, using repatriation techniques to minimize U.S. withholding taxes. Rob’s significant transfer pricing experience allows him to assist multinational businesses with preparing documentation and negotiating Advance Pricing Agreements (APAs). He assists both U.S. and foreign investors in minimizing withholding taxes by taking advantage of applicable tax treaties and offshore corporations and trusts.
Rob's previous experience includes nine years as an attorney for the IRS. While he was with the IRS, he served as an international tax attorney in its Washington, D.C. national office, where he was a member of the APA team, and a trial attorney and international tax specialist in San Jose, California and the Southeast Region. He also managed the International Tax Services group for a region of a Big Five accounting firm.
Rob regularly shares his expertise and experience on international taxation with business and professional audiences at continuing education programs across the U.S., Puerto Rico, the U.S. Virgin Islands, Austria, Finland, the Czech Republic and Canada. He has published numerous articles and is a co-author to the treatise, U.S. Taxation of International Transactions, published by CCH. Rob also teaches international taxation at the Master of Tax program in the University of Wisconsin system.
Rob received his Juris Doctor and Master of Business Administration degrees from Vanderbilt University and his Master of Laws in Taxation, with high distinction, from Georgetown University, where he was the graduate student editor of The Tax Lawyer. A native of Milwaukee, Mr. Misey is licensed to practice in Wisconsin, California and the District of Columbia. His professional affiliations include membership in the Tax Section of the District of Columbia Bar Association. He is also a former Chair of the International Practice Section of the Wisconsin State Bar. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit. One free CPE certificate for one person is provided with each site registration. CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
- Course Level: Basic
- NASBA Field of Study: Taxes
- Prerequisites: None
- Learn More About CCH’s NASBA Registration
Special Gift
Each registered site will also get a free issue of CCH’s International Tax Journal.
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording-or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. Each Site License registration includes one free CPE certificate for one person at your site. Additional CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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