webinar for form 1040nr nonresident alien filing challenges and effective approaches ·...
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Form 1040NR NonResident Alien FilingChallenges and Effective ApproachesDetermining Taxpayer Classifications and Elections, Computing
Income and Deductions, and Understanding Spouse/Dependent
Treatment
Recording of a 110‑minute EA webinar with Q&A
Conducted on Wednesday, September 10, 2014 Recorded event now available
This webinar will provide tax advisors and pros with a deeper understanding of issuesin preparing Form 1040NR, including taxpayer classification, determining who shouldfile, how to report income and claim refunds, identifying available deductions andlimitations, treatment of spouse and dependents, and common mistakes to avoid.
Description
Tax advisors must understand the distinctions between a U.S. resident and a non‐resident, dual‐status or undocumented alien to resolve complex issues whenpreparing Form 1040NR. Immigration laws affect tax liability of non‐resident aliens andindividuals who are not citizens but do reside in the U.S.
Challenges include taxpayer classification, determination of who should file, non‐resident alien election, determination of dual status, how to report income andclaim refunds, available deductions and limitations, treatment of spouse anddependents, filing due dates, and other common pitfalls.
Tax advisors will benefit from a thorough briefing on these issues and effectiveapproaches for filing Form 1040NR by our experienced panel.
Listen as our panel reviews federal rules and offers guidance affecting a taxprofessional's completion of Form 1040NR, including filing requirements and taxationof non‐resident aliens living in the U.S.
Outline
I. Defining a foreign investor
II. Source‐of‐income rules
III. Who files Form 1040NRA. Non‐resident alien standardB. Dual‐resident taxpayersC. Dual‐status taxpayers
IV. Issues in completing Form 1040NR
Benefits
The panel will tackle issues such as:
What are the key complexities and best practices for tax advisors in determiningclassification and status of a taxpayer as a U.S. resident or non‐resident alien?
What income items and deductions should always be considered when preparingForm 1040NR?
What is the difference between income effectively connected with a U.S. trade orbusiness (ECI) and fixed, determinable, annual or periodic income (FDAP), and howis this income reported and taxed on the Form 1040NR?
What special elections apply to a U.S. non‐resident alien?
What common mistakes can tax professionals anticipate and avoid when preparingForm 1040NR?
Upon completing this webinar, you will anticipate and be better prepared to deal withthe variety of compliance and planning issues that arise with Form 1040NR. You willlearn key complexities and best practices for tax advisors in determining classificationand status of a taxpayer as a U.S. resident or non‐resident alien, income items anddeductions that should always be considered when preparing Form 1040NR, thedifference between income effectively connected with a U.S. trade or business (ECI)and fixed, determinable, annual or periodic income (FDAP), and how this income is
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I especially enjoyed thespeakers examples and theQ&A section.
Robert Fabricant, CPAGuilmartin, DiPiro &
Sokolowski
The program went intodepth, and had me askingquestions amongst mycolleagues.
Danielle WeaverMikunda Cottrell & Co.
The speakers had a verygood knowledge of theirsubject matter.
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reported and taxed on the Form 1040NR. What special elections apply to a U.S.
nonresident alien? What common mistakes can tax professionals anticipate and avoid
when preparing Form 1040NR?
Faculty
Marc J. Gedeon, Founder & President
Gedeon Law and CPA, Hawthorne, Calif.
Mr. Gedeon is a lawyer and certified public accountant who has nearly 15 years of
combined experience advising clients on tax, legal, and business related matters. He
provides tax and accounting services to individuals, corporations, LLCs, partnerships
and S Corporations. In his legal practice, Mr. Gedeon represents clients in matters
related to business law, estate planning, employment law and real estate transactions.
Robert J. Misey, Jr., Shareholder
Reinhart Boerner Van Deuren, Milwaukee
Mr. Misey is attached to the firm's Tax and Business Law Practices, and chairs its
International Practice. He works primarily on international taxation and tax
controversies for clients in industries ranging from manufacturing to entertainment. He
previously spent nine years with the IRS.
Marc J. Strohl, Principal
Protax Consulting Services, New York
Mr. Strohl is a multi‐state licensed Certified Public Accountant. He has extensive
expertise stemming from previous experience at Deloitte & Touche LLP,
PricewaterhouseCoopers LLP, and Ernst & Young where he managed the individual
expatriate and foreign national tax programs for public multi‐national companies, not‐
for‐profit organizations and professional firms. He is a frequent authoritative writer
and speaker on issues and developments related to US Expat or Expatriate and Foreign
National‐Nonresident and/ or Resident Alien tax matters.
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Johanna C Smith
Woodcock & Associates
The webinar stayed onpoint and on topic. Plus,the speakers wereunderstandable andprovided practicalsolutions.
Kevin Barrett
Hawkins Company CPAs
I appreciate the knowledgeand presentation ability ofStrafford's speakers.
Sarah C. Harlan
Sarah C. Harlan, CPA
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