Advocating for Immigrant Taxpayers
Target Audience: CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxation (NASBA); Federal Tax Law (IRS)
Seminar Level: Beginner
IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.
Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. however, this website does not offer the AFSP annual federal tax refresher (AFTR) course.
IRS COMMUNICATIONS AND LIAISON IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A SPONSOR OF CONTINUING PROFESSIONAL EDUCATION ON THE NATIONAL REGISTRY OF CPE SPONSORS. STATE BOARDS OF ACCOUNTANCY HAVE FINAL AUTHORITY ON THE ACCEPTANCE OF INDIVIDUAL COURSES FOR CPE CREDIT. COMPLAINTS REGARDING REGISTERED SPONSORS MAY BE SUBMITTED TO THE NATIONAL REGISTRY OF CPE SPONSORS THROUGH ITS WEBSITE:
WWW.LEARNINGMARKET.ORG.
DISCLAIMER: THIS WEBINAR WAS RECORDED ON JULY 21, 2020, AND THE INFORMATION WAS CORRECT AT THE TIME OF RECORDING.
This panel will focus on what tax obligations and tax benefits apply to immigrants, including resident and nonresident aliens, and what issues arise. It will also discuss needing and applying for an individual Taxpayer Identification Number (ITIN).
By the end of this presentation you will be able to:
- Determine your client’s residency status for tax purposes
- Identify issues impacting your clients due to residency and immigration
- List the types of information needed to proactively assist with tax compliance
- Cite ways to advocate for your clients who have existing residency and immigration related tax issues
- Find the Internal Code section on the Taxpayer Bill of Rights
No prerequisites or advanced preparation are required for this seminar.