Course Description:
Cross-border taxation is no longer niche—it’s essential. This IRS-approved tax course breaks down the complexities of foreign income sourcing, key U.S. reporting forms, and the global trends reshaping compliance.
Through expert-led instruction, you’ll master how to determine sourcing for different types of income, identify when and how to file essential international tax forms (including Forms 1116, 2555, 5471, and 8938), and stay current with shifting reporting thresholds and enforcement priorities worldwide.
Whether you’re advising individuals with foreign assets or navigating business operations across borders, this course provides the knowledge and clarity to reduce risk and ensure full compliance in today’s dynamic international tax landscape.
Learning Objectives:
By the end of this course, participants will be able to:
- Determine how various types of income are sourced under U.S. international tax rules.
- Identify the most relevant international tax reporting forms and their filing requirements.
- Evaluate reporting obligations for foreign assets, investments, and business interests.
- Interpret recent international tax trends, enforcement priorities, and compliance changes.
- Apply strategies for maintaining U.S. tax compliance in a global economy.
This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
About The Presenter:
Crystal Stranger holds a Juris Doctor of Law degree, is an Enrolled Agent (EA), EOS Integrator, and professional Senior Tax Director and CEO of OpticTax.com. With over 20 years of finance, accounting, and leadership experience, she enjoys helping startups stay focused on the big picture objective while maintaining an eye on the details and performing realistic risk assessments. She is a frequent webinar presenter and speaker for professional organizations and a resource for publications ranging from the New York Times to Money Magazine.