If You Trade Around The World, You Need To Know IRS Rules (Recording)

19 Oct

52-minutes and streams on all mobile devices.

Oct 19, 2016 at 1:00 pm EST


Recording

U.S. traders move abroad; others make international investments and non-resident aliens invest in the U.S. How are their taxes handled?

Join GNMTraderTax international tax experts Robert A. Green CPA, tax attorneys Mark Feldman and Roger Lorence, and Deborah King CPA as we discuss:

  • U.S. resident traders living abroad.
  • U.S. resident traders with international brokerage accounts.
  • Report of foreign bank and financial accounts.
  • IRS Offshore Voluntary Disclosure Program.
  • Foreign retirement plan elections and reporting.
  • Foreign assets reported on Form 8938.
  • U.S. traders move to Puerto Rico to escape capital gains taxes.
  • Renouncing U.S. citizenship or surrendering a green card.
  • Non-resident aliens are opening U.S. brokerage accounts.
  • Foreign partners in a U.S. trading partnership can be tax-free.
  • International tax forms.

Read our recent blog post: If You Trade Around The World, You Need To Know IRS Rules.

Testimonials

5 stars.  For an initial consultation, it was very in-depth with strategies, trade-offs, and longer term options. Been thru a few CPAs as a business owner and as an employee, very pleased with Mr. Green! - Initially debated the idea of using a local firm versus "off-site" just due to comfort level. This is totally dispelled now. Looking forward to structuring the business with them and the service to come in the years ahead. Tampa Fl.

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