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Tax Treaties, Beneficial Ownership, and the Foreign Earned Income Exclusion

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
Partner Produced |  Tax
Keith Hayden, CPA |  Steve Wegener
Course Levels:
2 Hours


Tax treaties, beneficial ownership, and the foreign earned income exclusion are fundamental concepts in U.S. taxation of international business. Join us to learn about when these issues apply to cross-border transactions or tax returns.

Basic Course Information

Learning Objectives
  • To assist practitioners in applying the basics of the above topics when addressing international transactions

Major Subjects
  • Overview of U.S. Tax Treaties: bilateral agreements designed to limit “double taxation” of income in both the US and the treaty partner country
  • Forms W-8, Beneficial Ownership, and FDAP income: reduce or eliminate withholding on US income paid to non-US persons
  • Foreign Earned Income Exclusion: exclusion for US citizens living abroad to reduce or eliminate their US tax liabilities; discussion points including foreign-source vs. domestic-source earned income, the bona fide resident test and physical presence test

Course Materials


Keith Hayden, CPA Related seminars and products:

Keith is a senior tax manager at Jansen Valk Thompson Reahm PC, a Certified Public Accounting firm in Kalamazoo that prides itself on technical expertise while providing a relationship-focused work environment for its employees.

Keith has spent the 9 years of his public accounting career in a variety of different areas, including taxation of domestic and international businesses and individuals, auditing & accounting services, payroll taxes, and aiming to be a consistent source of entertainment to his co-workers.

Keith currently specializes in international tax matters for both businesses and individuals, such as entity structure, issues specific to US-Canada cross-border transactions, and the significant changes to the international tax arena in taxation, tax planning, and compliance with the passage of the 2017 Tax Cuts and Jobs Act.

Keith earned both a Bachelor’s Degree and a Master of Accounting degree from the University of Michigan, is a proud Rotarian, is extremely happy that Bell’s Brewery was founded in his hometown of Kalamazoo, and is a big fan of college sports.

Steve Wegener Related seminars and products:

Steve Wegener is a director in PwC’s international tax services group located in Detroit. For the past eleven years, he has focused on US international taxation, including cross-border tax planning, foreign tax credit planning, non-US market expansion, global tax compliance, and the foreign account tax compliance act (“FATCA”).

Steve is an International Tax Director with 11 years of public accounting experience.  Steve has focused his career exclusively on international tax matters, and he has diverse international experience in a variety of issues and industries.

Steve designs and implements tax-efficient global structures that include holding and financing company planning, value chain transformation, intellectual property planning, cash repatriation and redeployment strategies, U.S. tax attribute planning, and U.S. foreign tax credit optimization.  Steve also has extensive experience with tax efficient acquisition planning and integration.

Steve has a BA with high honors in accounting and an MS in accountancy from Michigan State University. He is also a Certified Public Accountant in Michigan and Texas.

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer MICPA
Designed For
  • CPAs, Attorneys, tax practitioners and anyone tasked with international tax compliance

Original Recording Date 05/29/2019
Date Added to Catalog 02/27/2019
Yellow Book No

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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:
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.3

Total Reviews: 12


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