Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

22WC-1112: International Tax Lunch: Net Worth Test for Expatriation (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, January 27, 2023
2:00pm - 3:00pm Central Time
1 CPE (1 technical)

Expatriates have to navigate three tests to determine whether they will be covered. In this session, we will discuss the Net Worth Test in depth. How do you know what you own vs. what belongs to your spouse? Learn the basics and the not-so basics in this Net Worth Test crash course. We'll cover included assets and liabilities, how to value them and what you can do if your net worth is "too high."

Major subjects

  • Expatriation
  • Three tests for a covered expatriate status
  • Net worth test
  • Marital property
  • Valuation concepts for expatriates
  • Gift tax and filing requirements

Learning objective(s)

  • Learn basic concepts about allocating assets between spouses
  • Identify assets and liabilities included in the net worth test
  • Understand valuation methods that can apply to your assets
  • Learn strategies for reducing net worth to avoid being a covered expatriate

Who should take this program?

CPAs and attorneys

Fees

Our records indicate you are a nonmember. If you register, you will be charged $49.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $39.00
checkmarkStandard Nonmember Fee $49.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (1.0)
Level Overview
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.