U.S. taxation of employees on international assignment: residency, expatriate returns, foreign reporting, and tax equalization.
Theory + practical training + case studies + activities + simulations + software
Day 1
Practice: Determine residency for inbound and outbound assignee scenarios.
Day 2
Practice: Compare exclusion and credit outcomes for an expatriate family.
Day 3
Practice: Build a reporting checklist from a sample assignee's foreign holdings.
Day 4
Practice: Prepare a tax equalization calculation for a one-year assignment.
Day 5
Practice: Complete an expatriate case study, from residency through equalization.
We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.
Code sections, forms, and the reasoning behind each rule.
Hands-on preparation from realistic client source documents.
Real-world fact patterns worked from start to finish, then discussed.
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Mock client files, review notes, and deadlines that mirror busy season.
Data entry, diagnostics, and e-file steps in the software your team uses.
Hands-on sessions run in the platforms your team uses. See all software
Assignment tracking, compensation data, and nonresident returns.
Professional software for individual, business, trust, and estate returns.
Finding, reading, and documenting authority for a tax position.
Two decades training tax teams and building US tax practices
Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.
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Theory + practical training + case studies + activities + simulations + software
5-day program
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Complex adjustments for corporate and partnership returns, including basis, special allocations, and interest limits.
Theory + practical training + case studies + activities + simulations + software
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The shift from doing the work to leading it: delegating, giving feedback, and communicating with confidence.
5-day program
