Taxation Management: US Expatriates, International Assignees, & Your Organizational Risk

Taxation Management: US Expatriates, International Assignees, & Your Organizational Risk

This workshop helps Finance, HR, and payroll professionals address the growing complexities of taxation. A focus is placed on US and international taxation issues, including US expatriate and Third Country National staff host country tax obligations and dual citizen taxation. Participants leave the workshop with a resource manual to improve compliance, avoid penalties, and guard against reputational risk.

This workshop explores the tax reporting and compliance responsibilities related to US expatriates and Third Country Nationals. You will learn how to: 

  • Carry out tasks to fulfill taxation responsibilities for expatriate and third country national staff, including:
    • Completing W-2 forms for US expat staff including how to handle housing, education, moving expenses, and other allowances
    • Testing for eligibility and calculate long term expatriate foreign earned income and housing exclusions
    • Writing assignment letters
    • Applying tax balancing concepts including tax equalization, tax protection, and laissez faire
      Manage compliance issues for short term business travelers
      Assess the impact of bilateral agreements and tax treaties on employee income tax obligations
      Navigate taxation challenges related to employees that hold dual citizenship

Practice areas

Finance;HR