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Tax Strategies for U.S. Expats and Investors Abroad
Taxes

TAX STRATEGIES FOR U.S. EXPATS AND INVESTORS ABROAD

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 14, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Series: International Focus
Course Description

Navigating U.S. taxes as an expatriate or international investor can be complex, with unique rules, benefits, and compliance requirements. This webinar will provide an in-depth overview of essential tax considerations, including foreign income exclusions, tax credits, and reporting obligations. Participants will gain insight into key tax-saving opportunities such as the Foreign Earned Income Exclusion (FEIE), Foreign Tax Credit (FTC), and strategic offshore business structuring. Additionally, the session will cover crucial reporting requirements, including FBAR, Form 8938, and Passive Foreign Investment Company (PFIC) rules. Special considerations for crypto taxation, back tax filing solutions, and renunciation of U.S. citizenship will also be discussed. Attendees will leave with a clearer understanding of how to remain compliant while optimizing their tax situation.

Learning Objectives

  • Describe key tax benefits for expats

  • Identify foreign reporting obligations

  • Evaluate offshore investment and business structures

  • Review back tax filing and renunciation considerations

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Vincenzo Villamena

Online Taxman
Founder
[email protected]
(855) 682-9626

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Vincenzo is the founder and CEO of Online Taxman. He has extensive experience in both tax preparation and advising clients in accounting and financial transactions.

At Online Taxman, Vincenzo oversees corporate and individual filings. He specializes in offshore structuring for US entrepreneurs abroad and U.S. real estate transactions by foreign nationals and funds.

Before founding Online Taxman, Vincenzo served as a partner in 4 Corners Inc., focusing on individuals and businesses for accounting and tax preparation matters as well as advising high net worth individuals in private equity investing.

Vincenzo also has “Big 4” audit and corporate accounting experience during his time with PricewaterhouseCoopers, involved in Fortune 100 audit engagements and M&A transactions, giving him the knowledge to perform analysis in valuation, corporate finance, and technical accounting issues.

He has both a Masters of Accounting and Bachelors of Business Administration with distinction from the University of Michigan’s Stephen M Ross School of Business.

Vincenzo loves to travel and is fluent in Spanish, Portuguese, and Italian. Vincenzo currently lives in Rio De Janeiro, Brazil.

About Our Presenter

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PwC alumni Vincenzo Villamena, CPA, founded Online Taxman in 2010.  Together with his business partner John Hamilton, CPA, he made it into the tax accounting firm of choice for expats across the world.

Our growing team of experienced tax professionals brings expertise from Big 4 accounting firms as well as private practices in international locations.

We help our clients with more than just tax returns. Our expertise in international business structuring, financial advisory, pension classification, and more makes us a leading choice for all your expat CPA needs.