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Webinar(CA): Net Worth Test for Expatriation

Description

Expatriates have to navigate three tests to determine whether they will be covered expatriates. 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? What assets and liabilities are included? How do you value them? What can you do if your net worth is “too high”? Learn the basics and the not-so-basics in this Net Worth Test crash course.

Learning Objectives

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

Major Topics

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

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Tax
1
Who Should Attend

Lawyers and CPAs.

Instructor(s)
Deborah Rudd
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Register Now
When
Jan 15, 2021
1:00 pm - 2:00 pm MDT
Location
Webinar
Total CPE Credits
1
Format
Webinar

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$ (% off)
$37.00

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$50.00
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Webinar(CA): Net Worth Test for Expatriation


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