2024 US International Tax Course (Simulive Edition)

Date -
Location - Virtual

Event Description

Date – January 6, 2025 – February 27, 2025 
Format – Simulive (Virtual Simulated Live Sessions)
 
Event Description
The U.S. International Tax Course (Simulive Edition) educates tax professionals on the fundamentals, challenges, and opportunities present in U.S. international taxation, and is relevant to professionals working for both U.S. and non-U.S. headquartered companies.
 
Designed for in-house tax professionals with five or fewer years of experience in U.S. international tax matters, or those needing a refresher, 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 2024 U.S International Tax Course, conducted in the Summer of 2024. 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 31 hours of CPE offered.
 
Agenda (All times are Eastern Standard Time) * Dates and Times are subject to change. 
 
Development of International Tax Law & Policy
  • January 6, 2025 - 11:00 am - 1:30 pm (part 1 of 2)
  • January 8, 2025 - 11:00 am - 1:00 pm (part 2 of 2)
Speakers: Tatsuro Yamamura & Daniel Bleiberg | Skadden Arps
 
Sections 861-863: Sourcing Income & Expenses
  • January 14, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
  • January 16, 2025 - 11:00 am - 12:30 (part 2 of 2)
Speaker:  Mark Bernstein & Natalia Benedetti | KPMG LLP

Foreign Tax Credit
  • January 21, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
  • January 22, 2025 - 11:00 am - 12:30 (part 2 of 2)
Speakers:  Daniel Stern & Elaine Wilkins | Baker McKenzie LLP
 
Sections 367 and 7874: International Reorganizations & Inversions
  • January 27, 2025 - 11:00 am - 12:30 pm (part 1 of 1)
Speakers:  Sam Kaywood | Alston & Bird LLP & Jeff Romero | Skadden, Arps, Slate, Meagher & Flom LLP

Inbound Issues: U.S. Taxation of Nonresident Companies
  • January 30, 2025 - 11:00 am - 1:00 pm (part 1 of 1)
Speakers:  Jonathan Lockhart & Brian Moore | McDermott Will & Emery LLP
 
Foreign Currency Issues, including Section 987
  • February 5, 2025 - 12:00 pm - 2:00 pm (part 1 of 1)
Speakers:  Adam Williams & Laura Valestin | PwC US
 
FATCA, Withholding Tax and Other Reporting Requirements for Foreign Investments
  • February 6, 2025 - 11:00 am - 1:00 pm (part 1 of 1)
Speakers:  Laurie Hatten-Boyd & Kelli Wooten | KPMG LLP

Earnings & Profits
  • February 10, 2025 - 11:00 am - 1:00 pm (part 1 of 1)
Speakers:  Michael Medley & Paul Wagoner | Deloitte Tax LLP
 
Subpart F and GILTI
  • February 11, 2025 - 11:00 am - 1:00 pm (part 1 of 1)
  • February 14, 2025 - 11:00 am - 1:00 pm (part 2 of 2)
Speakers:  Adam Halpern & William Skinner | Fenwick & West LLP
 
Bringing It All Together: Structuring of Foreign Transactions & Operations to Minimize the Corporate Tax Burden
  • February 19, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
  • February 20, 2025 - 11:00 am - 12:30 pm (part 2 of 2)
Speakers:  John Brown & David Levine | Deloitte Tax LLP

Documentation and Information Reporting from Foreign Affiliates (Including Forms 5471 and 5472)
  • February 24, 2025 - 11:00 am - 1:00 pm (part 1 of 1)
Speakers:  Nicholas Cosgrove & Brendan Sinnott | Alvarez & Marsal Tax LLC

Transfer Pricing Under Section 482
  • February 25, 2025 - 11:00 am - 1:00 pm (part 1 of 2)
  • February 27, 2025 - 11:00 am - 12:30 pm (part 2 of 2)
Speakers:  J. Brian Davis & Nicholas Mowbray | BakerHostetler LLP
 
 
Registration is now open. Click the 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: January 6 - February 27, 2025 (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 31 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.
 
** CPE certificates will be emailed out within two weeks of the completion of the entire series.   

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
 
Group Registration - To register anyone other than yourself, please download and complete a registration form for each person. Unfortunately our online group registration does not function properly.   

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 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.

Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by January 1, 2025 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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