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Taxation Management: US Expatriates, International Assignees, & Your Organizational Risk

Event type:  Workshop
Date:  December 9, 2014
Time:  9:00AM EST-5:00PM EST
Location: 

Center for Strategic and International Studies

1616 Rhode Island Ave, NW
Washington, DC  20036

The nearest Metro stop to the workshop is Dupont Circle on the Red Line. Click here for a map of the DC metro system.

Details: 

US expatriate and Third Country National staff present unique challenges to Finance, HR and payroll professionals. Not understanding the technical aspects – employer withholding and obligations, how to prepare a W-2 for a US expat, and the required deductions for host government employee taxes – can lead to lack of compliance, penalties and reputational risk. What do you need to know? How do you start putting together policies and procedures? This workshop will provide guiding principles, practical information, tools, a resource manual, and “how to” advice on managing both your U.S. expatriate and host country taxation issues.

Specific learning objectives include:

  • Understand what to include on W-2s for U.S. expat staff including how to handle housing, education, moving expenses and other allowances.
  • Be able to test for eligibility and calculate long term expatriate foreign earned income and housing exclusions
  • Understand tax balancing concepts: tax equalization, tax protection, and laissez faire
  • Knowledge of organization’s compliance issues for short term business travelers
  • Understand the impact of bilateral agreements and tax treaties on employee income tax obligations
  • Development of effective Assignment Letters
  • Dual Citizen taxation challenges

 

More info:  View event details
Presenters:  Kathleen Curtis Fisken
Registration:  Click Here To Register

This was my first time working with auditors and I was bracing for a tough audit and tax experience, but Jim Larson and his engagement team of Bob Maleta and Hang Hoang were very patient, kind and accommodating in breaking down their complex questions into layperson’s terms I could understand.

Carol |  Binstock
The Quixote Center