MaSEA International Tax Day
October 17, 2017 

$50 for MASEA members, $75 for non-members. Four IRS CPE and lunch.

Springfield Sheraton, One Monarch Place, Springfield, 413-781-1010, $7 for parking

www.sheratonspringfield.com

9:00 to 9:45am - arrival, coffee, networking & miscellaneous discussions

9:45am - Taxation of Americans Abroad (1 hour)

10:35 - break

10:45 - Taxation of Nonresidents (1 hour)

11:35 – lunch provided

12:15 - Representation: Redressing International Tax Noncompliance (1 hour)

1:05 - break

1:15 - Taxation of Foreign Dividends (1 hour)

2:05 - Thank you

Taxation of Americans Abroad – Learn the myths and realities of US citizens and resident aliens, who live outside the United States or abroad. All worldwide income is subject to U.S. income tax, regardless of where you reside, but the exclusions, deductions and credits can vary based upon the year you leave, enter or remain outside the US.

Taxation of Nonresidents – There are special rules for military, foreign government employees and students. Learn the tests, terminology and taxation. For example, how investment and business income are taxed differently.

Representation: Redressing International Tax Noncompliance – After filing proper returns, a tax preparer might discover that some prior years are missing. The differences of a quiet disclosure, voluntary disclosure and streamline process are stark. Look into this presentation before your leap into FBAR representation!

Taxation of Foreign Dividends - Dividends in international tax practice bifurcate into the same “nonqualified” and “qualified” characterizations as domestic dividends. The bifurcation and terminology determine the characteristics for taxation. Nonqualified dividends are generally taxed at regular income tax rates whereas qualified dividends are taxed at net capital gains tax rates. It is essential that the taxpayer identify the proper rate.

Tony Malik, EA is a seasoned international tax and business consultant with over a decade of experience. He provides expert cross-border tax planning and compliance services. Tony is an advisor to multinational businesses on the tax aspects of foreign market entry and exit, profit repatriation, intercompany transactions, corporate restructuring, reorganizations, and mergers & acquisitions. His consulting services for individual taxpayers include pre-immigration tax planning, expatriation, international estate tax planning and tax-beneficial holding structures for real estate and financial investments.