These Tax Planning & Compliance * courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

Part 2 of 6 of the Tax Preparation 2022-2023 Series!


In this course, you will learn ideas and strategies to help clients proactively plan and reduce income taxes, capital gains taxes, and estate taxes.


How disclosure requirements historically have factored into nonresident structuring decisions - detailing American disclosure requirements for each common type of investment structuring.


The seminar will discuss differences in tax scope between nonresident aliens and United States taxpayers, both for income tax and estate/gift tax purposes.

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This course will introduce the methods used by the United States to tax foreign-sourced income earned by foreign corporations with American stakeholders.


An in-depth discussion of the relevant considerations in this context, including tax ramifications for foreign trusts, foreign corporations, and foreign pass-through entities.


How to do taxes and make money without meeting clients face-to-face.


You will learn about tax saving strategies for individual filers by utilizing the available tax credits for individuals.


NR4, NR6 and Section 216 Filing Requirements


Learn what foreign assets need to be reported by US taxpayers along with examples and completed US tax forms. Also covered will be options for non-compliance.
