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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.

Date Friday, January 27, 2023
Time 2:00pm - 3:00pm
Central Time
Location Online
CPE credits CPE 1.0
of study
Taxes - Technical (1.0)
Standard Member Fee $39.00
Standard Nonmember Fee $49.00


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."

Who should take this program?

CPAs and attorneys

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


Course code Code 22WC-1112
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Overview
Format Group Internet Based
Prerequisites Prereq. None

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

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