2023 US International Tax Course Simulive Edition

Date -
Location - Virtual

Event Description

Date – November 8, 2023 – January 11, 2024 
Format – Simulive (Virtual Simulated Live Sessions)
 
Event Description
TEI's U.S. International Tax Course educates tax professionals on the fundamentals, challenges, and opportunities present in U.S. international taxation. The Course, is essential for professionals working for both U.S. and non-U.S. headquartered companies.
 
Designed for tax professionals with five or fewer years of experience in U.S. international tax matters, the course covers the central concepts of the U.S. taxation of multi-national enterprises, including sessions addressing:
  • Sourcing of income and expenses
  • The U.S. foreign tax credit
  • Transfer pricing under section 482
  • FATCA and other withholding and reporting requirements
  • The U.S. subpart F regime
Simulive sessions feature a world-class faculty, and a practical and succinct perspective presented as a virtual edition of the in-person U.S. International Tax Course conducted earlier this year.  The recorded sessions will be broadcast and feature a subject matter expert (session speaker)  to answer questions through a chat feature. Each Simulive
session will qualify for CPE credit depending on length of session, with approximately 33.0 CPE hours offered.
 
Agenda (All times are Eastern Standard Time)

Development of International Tax Law & Policy
  • November 8, 2023 - 11:00 am - 12:15 pm (part 1 of 4) | 1:00 pm - 2:15 pm (part 2 of 4)
  • November 9, 2023 - 11:00 am - 12:15 pm (part 3 of 4) | 1:00 pm - 2:15 pm (part 4 of 4)
Leo Greenberg & Mayte Quinn Salazar | Skadden, Arps, Slate, Meagher & Flom LLP
 
Sections 861-863: Sourcing Income & Expenses
  • November 15, 2023 - 11:00 am - 12:15 pm (part 1 of 4) | 1:00 pm - 2:15 pm  (part 2 of 4)
  • November 16, 2023 - 11:00 am - 12:15 pm  (part 3 of 4) | 1:00 pm - 2:15 pm (part 4 of 4) 
Christine Jones | Ernst & Young LLP
 
Foreign Tax Credit
  • November 29, 2023 - 11:00 am - 12:15 pm  (part 1 of 3) | 1:00 pm - 2:15 pm  (part 2 of 3)
  • November 30, 2023 - 11:00 am - 12:30 pm  (part 3 of 3)
Young Choi, Matthew Jenner & Steven Smith | Baker McKenzie LLP
 
Inbound Issues: U.S. Taxation of Nonresident Companies
  • December 6, 2023 - 11:00 am - 12:15 pm  (part 1 of 2) | 1:00 pm - 2:15 pm  (part 2 of 2)
Michael Bruno & Steve Hadjilogiou | McDermott Will & Emery LLP
 
Foreign Currency Issues, including Section 987
  • December 7, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm  (part 2 of 2)
Tim Kerr & Ravi Manne | Ernst & Young LLP
 
FATCA, Withholding Tax and Other Reporting Requirements for Foreign Investments
  • December 13, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm  (part 2 of 2)
Laurie Hatten-Boyd & Kelli Wooten | KPMG LLP
 
Earnings & Profits
  • December 14, 2023 - 11:00 am - 12:15 pm (part 1 of 2) | 1:00 pm - 2:15 pm  (part 2 of 2)
Michael Medley & Paul Wagoner | Deloitte Tax LLP
 
Subpart F and GILTI 
  • December 20, 2023 - 11:00 am - 12:30 pm  (part 1 of 1) | 1:00 pm - 2:15 pm (part 2 of 3) 
  • December 21, 2023 - 11:00 am - 12:30 pm  (part 3 of 3)
Adam Halpern & William Skinner | Fenwick & West LLP
 
Sections 367 and 7874: International Reorganizations & Inversions
  • December 21, 2023 - 1:00 pm - 2:15 pm (part 1 of 1)
Benjamin Lucas & Tatsuro Yamamura | Skadden, Arps, Slate, Meagher & Flom LLP
 
Bringing It All Together: Structuring of Foreign Transactions & Operations to Minimize the Corporate Tax Burden
  • January 10, 2024 - 11:00 am - 12:15 pm  (part 1 of 3) | 1:00 pm - 2:15 pm (part 2 of 3)
  • January 11, 2024 - 11:00 am - 12:15 pm  (part 3 of 3)
John Brown & Mallory Mendrala | Deloitte Tax LLP
 
Documentation and Information Reporting from Foreign Affiliates (Including Forms 5471 and 5472)
  • January 11, 2024 - 1:00 pm - 2:30 pm  (part 1 of 1)
Haley LeDonne & Brendan Sinnott | Alvarez & Marsal Taxand LLC
 
Registration is now open.  (click blue button above) 
 

CPE/CLE Information

CPE Credit Information: Tax Executives Institute Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group live based” continuing professional education on the National Registry of CPE Sponsors.

Date: November 8 - January 11, 2024 (bi-weekly sessions)
 
Delivery Method: Group Internet Based
 
Program Level: Overview
 
Prerequisites: None
 
Field of Study: Taxes
 
Advanced Preparation: No advanced preparation required
 
CPE Credits possible:  Approximately 33 CPE credits based on a 50-minute hour.
 
Sponsoring Organization: Tax Executives Institute, Inc. TEI Education Fund, 1200 G. Street, NW, Suite 300, Washington, DC 20005
 
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please email meetings@tei.org. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org
 
For more information regarding administrative policies such as complaint or refund, or for questions related to this or other TEI events please contact TEI, directly, at 202.638.5601 or meetings@tei.org.

Registration

Registration Fees:
 
Full Course (all sessions)
Member Registrant: $950
Non-Member Registrant: $1,195
 
Individual Sessions (not additive for a discount)
Member Registration: $150 per session
Non-Member Registration: $250 per session

Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members.
 
Need to renew? Visit www.tei.org, login, and select "Membership Expired -- Rejoin Today" above your profile.
 
Not a member? Learn more about the benefits of membership and join today to save up to $155 on this event and gain access to all TEI member benefits and TEI educational offerings.
 
REMINDER:  TEI Events are normally open to members of TEI and other in-house tax professionals only. However for this online event, individuals engaged in private law, accounting, or other consulting practice are eligible to attend.  Government employees are still ineligible to attend.
 
Team Discount - TEI is offering a "team" discount when an organization sends 2 or more registrants to any of our Fall Course Simulive events.  After the first registrant at the Full Series registration fee, additional registrants from the same company should put in the discount code "GroupSimulive100" to receive $100 off their Full Series registration fee.  This discount may not be combined with other discounts.

Registrant List

CLICK HERE for a weekly list of registrants (updated Mondays).

Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by November 1, 2023 at meetings@tei.org.
 
Cancellations will be subject to a $50 cancellation fee. There are no partial refunds if you can only attend some of the sessions. Substitutions may be made prior to the start of the series; however, there are no partial registrations or sharing of registration for CPE purposes.  Substitutions requests should be emailed to meetings@tei.org and are subject to a $25 fee.
 
TEI’s liability is limited to the return of the registration fee. TEI’s Federal Taxpayer ID Number is 52-0239291.
 
If you have any questions or concerns leading up to the sessions, please contact meetings@tei.org.
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