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

Thanks for your advice and approach in handling our 2010 & 2011 court filing. Our MTM status was initially denied mid-2012. Going through IRS appeals processes lead us nowhere else but another refusal of MTM status. At that point I was not sure how to proceed and if the case was strong enough to take it to the tax court. I kept searching for a law/CPA firm who can [handle this] case. I did not find any lawyers locally with [MTM] experience ... Then I found the Green Trader Tax website, which exhibited a ton of experience and testimonials in this niche area of tax code. We had exactly eight working days to discuss, share data, decide an approach and file the petition to tax court ... you folks delivered well — on time and most importantly with positive results! Your overall approach and professionalism did not make me feel that I was working with someone remote. Also, Robert, even before we started you stressed that we evaluate our case against your golden rules for MTM first; which was a great litmus test that really boosted my confidence in moving forward ... So here we are, more than two years since the first audit; but with a decision in our favor. My sincere thanks to the Green LLC team. I will be happy to be a reference for your future clients.

U.L.

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