Expats Tax Preparation

What should tax pros know about preparing returns for taxpayers who are overseas? This course focuses on tax issues that are relevant to US citizens and resident aliens abroad.

2 CPE credits.

Last Revision: April 2023

$32.00
  

Prerequisites

Prerequisites are not necessary to participate in this course and no advance preparation is needed.

Course Description

This course is also available as part of a bundle called “Not at Home: Military, Expats, and Aliens.” You can save money by purchasing the bundle.

What should tax professionals know about preparing returns for taxpayers who are overseas? This course focuses on tax preparation for United States citizens who work and live abroad, as well as for US citizens who live in the US but have earned income from foreign countries.

Since resident aliens are generally subject to the same tax rules as US citizens, the topics in this course also generally apply to resident aliens who have earned income abroad, since these non-US citizens are considered tax residents of the United States.

After completing this course, you will be able to:

  1. Identify the filing requirements that apply to US citizens and resident aliens abroad
  2. Understand the tax benefits that potentially apply to foreign income
  3. Prepare tax returns for overseas-based US citizens and resident aliens

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
NASBA 2 Self-Study Taxes N/A 103137
CTEC 2/0 Self-Study Federal Tax Law 3038-CE-0285 3038
IRS 2 Self-Study Federal Tax Law FQTGU-T-00552-23-S FQTGU
Texas State Board of Accountancy 2 Self-Study Taxes 100399 002921
Pennsylvania State Board of Public Accountancy 1 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Other Details
Last Revision April 2023
Course Expiration The CPE portion of this course expires one year from date of purchase
DrakeCPE Course Policies and CPE Affiliations