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Courses/Tax/IRS: Federal Tax Related Matters *

Individual Tax Considerations

Optimizing Personal Finances: A Comprehensive Guide to Individual Tax Strategies

Created byLambers Inc.workspace_premium
4.4
(5 reviews)
IntermediateUpdated Mar 14, 2024
Individual Tax Considerations

What You'll Learn

check_circleLearn how individuals are classified as United States tax residents for income tax purposes, and reclassification provisions available.
check_circleAnalyze the classification rules for individuals in the context of estate and gift taxes, and evaluate their implications for tax planning and compliance
check_circleUnderstand how individuals minimize double taxation on foreign-sourced income.

About This Course

This course provides information on considerations for United States individuals in the international tax context. It will discuss detail on how individuals are classified as United States taxpayers – including review of options for reclassification of United States residents as nonresident aliens under either statutory or income tax treaty provisions.

Your Instructors

Lambers Inc.
Lambers Inc.
menu_book100 courses
star4,516 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Patrick J. McCormick
Patrick J. McCormick

J.D., LL.M.

Patrick McCormick is one of the United States’ pre-eminent international tax authorities, publishing his first treatise on nonresident tax in 2021. Patrick is a globally recognized international tax speaker, regularly giving programs to audiences around the world (both in person and virtually) on all aspects of international tax considerations. In 2020 alone, Patrick’s programs on multinational tax issues received more than 100,000 registrations – with the vast majority of those registrants attending multiple programs given by Patrick. In feedback for Patrick’s programs, attendees consistently note that Patrick is their go-to for international tax coursework, in part for his ability to simplify complex international topics.

Credit Information

What Students Are Saying

4.4
Student's Choice
5 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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