July 28, 2016

In-Person

NYCPA Offices - New York
200 Madison Avenue, 11th Floor, New York, New York 10016

NYSED 2
•
NASBA 2

Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers

Please note, you must register in advance to receive CPE credit. Join the International Taxation Committee for our 2 hour evening technical session on Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers.

July 28, 2016
In-Person
NYSED 2
•
NASBA 2

Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers

Please note, you must register in advance to receive CPE credit. Join the International Taxation Committee for our 2 hour evening technical session on Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers.

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    Instructor

    Marc
    Strohl

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    Mr. Marc Strohl

    Bio
    Marc J. Strohl is a founding Principal at Protax Consulting Services Inc. established in 2001. He was previously with Deloitte & Touche LLP, PricewaterhouseCoopers, and Ernst & Young LLP. He has more than 20 years of extensive experience specializing in international U.S. individual income taxation issues as related to individual U.S. expatriates and nonresident aliens or foreign nationals, serving individual clients as well as the employees of employer-sponsored programs of multinational public, non-profit companies and professional firms. Marc is a member of the AICPA and the New York State Society of CPA's International Taxation Committee and Taxation of Individuals Committee and a regular contributor to the NYSSCPA's “The Trusted Professional" and blog publications. He is a regular guest speaker at the NYSSCPA – FAE Technical Sessions and Committee Conferences, and Marc is also featured faculty at Lawline.com, furthered.com and frequently provides CPE training in online programs.
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    Instructor

    Louis
    Feinstein

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    Mr. Louis Feinstein, CPA

    Bio
    Louis Feinstein has been in his own income practice since 1984 specializing in taxation of high net worth individuals and Americans overseas. He was associated with Arthur Young (now EY) from 1970 to 1984. A tax principal in the NY Office, he specialized in those areas of taxation and was responsible for international coordination of the practice. Mr. Feinstein was awarded the Gold Medal by NY State for the excellence on the 1970 CPA exam. A 1970 graduate of Queens College, he received a B.A. in accounting. He is a member of the NY State Society of CPAs where he has serves on 4 tax committees. He has for many years run the NY Tax Study Group, successor to the similarly named NYU one. Members are leading NYC area CPA and attorney tax specialists.
Please note, you must register in advance to receive CPE credit. Join the International Taxation Committee for our 2 hour evening technical session on Foreign Earned Income: Form 2555 Exclusion Reporting and Other Tax Issues for Expat Workers.

Learning Objectives

  • Gain a practical understanding of understanding of income tax reporting and planning issues relating to Americans working abroad, from both the employee's and employer's perspectives
  • Guide clients in complying with requirements for housing cost exclusions
  • Perform tax planning with foreign tax credits
  • Handle Social Security totalization agreements

Major Topics

  • Join experienced practitioners and speakers Marc J. Strohl, CPA and Louis Feinstein CPA, as they explore the difficulties arising from tax preparation for Americans working abroad that often confound even experienced tax professionals. Time will be provided for you to ask questions directly to Mr(s). Strohl and Feinstein via email during the program.
  • Understanding the foreign earned income exclusion.
  • Complying with requirements for housing cost exclusions
  • Planning with foreign tax credits
  • Making sense of complex tax treaties
  • Comprehending Social Security totalization agreements

CPE Credits Available

NYSED 2
NASBA 2
0
Preparation Credit - Taxation (NYSED)
0
Preparation Credit - Taxes (NASBA)
0
Speaking Credit - Taxation (NYSED)
0
Speaking Credit - Taxes (NASBA)
2
Taxation (NYSED) - NYSED
2
Taxes (NASBA) - NASBA

NYCPA Offices - New York

200 Madison Avenue, 11th Floor, New York, New York 10016

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Tax and accounting professionals who work with expatriates and their employers on income taxation issues and return.

Provider

Foundation for Accounting Education

This event has ended.