U.S. Reporting and Tax Obligations of Visa Holders

Lorman Education Services
Training overview
Professional Course
1 hour

Course description

U.S. Reporting and Tax Obligations of Visa Holders

Gain an understanding of when a visa holder is subject to U.S. taxation.

Learn when a person is required to file a U.S. income tax return as a U.S. income tax resident reporting worldwide income and information returns reporting worldwide assets. You will also learn what exceptions exist to avoid classification as a U.S. resident and how to escape worldwide income and transfer taxation when otherwise qualifying as a U.S. resident.

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Who should attend?

This live webinar is designed for accountants, CPAs, CFOs, controllers, finance directors, tax managers, tax preparers, presidents, vice presidents, attorneys, and enrolled agents.

Training content

General Concepts

  • A. S. Income Tax Resident – Substantial Presence Test
  • Exempt Individuals
  • Closer Connection Exception
  • Income Tax Treaty Exception
  • First and Last Years of U.S. Resident Status
  • Foreign Information Reporting Requirements

Certification / Credits

Credits: CLE,Enrolled Agents ,CPE

Learning Objectives

  • You will be able to define exempt individuals.
  • You will be able to describe the closer connection exception.
  • You will be able to discuss the first and last years of U.S. resident status.
  • You will be able to explain foreign information reporting requirements.

About Lorman Education Services

Lorman Education Services - Live and On-Demand Courses

Lorman Education Services is a leading provider of online professional development and corporate training for organizations and individual professionals. For more than 30 years, Lorman has delivered relevant, high-quality, professional-level courses that cover a broad range of business and technical...


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Contact info

Lorman Education Services

Lorman Education Services
2510 Alpine Road
54702 Eau Claire Wisconsin

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