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Best Practices for Management and Individuals Working Overseas

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Gelman, Rosenberg & Freedman International Tax Specialist Troy Turner and Client Services Principal Kate Fisken highlighted various areas concerning the taxation of individuals living overseas including:

  • Definition of long-term expatriate staff compared to short-term overseas business travelers
  • Advantages/disadvantages of expatriate staff eligibility for overseas exclusions including the Foreign Earned Income Exclusions and the Foreign Housing Exclusion
  • Steps human resources specialists should take regarding W-2/Form 1099 processes for expatriate employees or contractors to comply with the IRS and minimize organizational risk
  • Information that needs to be reported on W-2/Form 1099 for expatriate employees or contractors
  • Best practices to minimize organizational risk in these areas

Working with Ian Shuman, and more recently with Elinor Litwack, has been wonderful. Ian brings a wealth of CPA management experience, which has proven invaluable in helping our firm address management issues.

Ana Ramos |  Associate Director for Administration
Stanley Medical Research Institute