Live Seminar • August 6th, 2025
•September 10th, 2025
•September 17th, 2025
•November 5th, 2025
4-days tax immersion seminar
Course Overview & Key Objectives
August 6, 2025 1:00pm - 2:00pm
Foreign Persons & Its Tax Treatment (^)
Overview: It can be challenging learning new ways to live in a new country and its tax rules.
Key Learning Objectives:
● What is a foreign persons?
●What is a U.S. persons?
●Determine alien status as foreign person or U.S. person?
●Tax treatment and filing requirements?
August 6, 2025 2:00pm - 4:00pm
FBAR Reporting (^)
Overview: Learn what FBAR Reporting is and how to identify foreign bank and financial accounts required to be reported.
Key Learning Objectives:
●What is FBAR?
●What are foreign bank and financial accounts?
●Why are foreign bank and financial accounts required to be reported?
●What is the tax reporting and filing requirements?
November 5, 2025 10:00am - 12:00pm
Real Property & Its Taxation (^)
Overview: Learn how real property is classified for tax purposes and when there is a taxable event.
Key Learning Objectives:
●What is real property?
●What is a vacation home?
●Is rental property income reportable? Can I deduct all of the rental losses?
●If I sell my house, can I take the home exemption deduction? If so, when?
●What are the taxes I owe on selling real property?
November 5, 2025 3:00pm - 4:30pm
Personal Income Tax Update (^)
Overview: Learn about current personal income tax impact on various payments, i.e disability, unemployment, medical distributions, and ordinary income. Learn what is allowable medical deductions for the current tax year.
Key Learning Objectives:
●Is disability income taxable?
●Is unemployment compensation taxable?
●What is ordinary income reportable?
●Are medical distributions from Health Savings Accounts and Other Tax-Favored Health Plans taxable?
●What is ordinary income? Is it taxable? If so, what is the tax rate
●What medical deduction is allowable?
November 5, 2025 1:00pm - 3:00pm
Retirement Plans & Its Tax Impact (^)
Overview:
Key Learning Objectives:
Identify the various retirement plan options
What is the difference between SEP, SIMPLE and Qualified Plans
What are the statutory requirements for 401)k) and ROTH Plans
What is the maximum amount of income that can be deferred
What is an MSA and how it is used in retirement
What is the tax impact on the retirement plans
September 17, 2025 10:00am - 12:00pm
Estate Tax Planning & Its Taxation (*)
Overview: Estate and end-of-life planning is a basic need for your family to know how to provide you care in the event of incapacitation and/or death. Many people often seek the guidance of an experienced tax advisor.
Key Learning Objectives:
● Who is a professional and its role?
● What are the documents in building an estate plan?
● Who is the executor, administrator, trustee, grantor?
● Who is the beneficiary?
● Tax treatment and filing requirements?
September 17, 2025 1:00pm - 3:00pm
Qualified Domestic Trust (QDOT) & Its Taxation (*)
Overview: Learn what a QDOT is and its tax treatment
Key Objectives:
● What is a QDOT?
● Who is the grantor?
●Who is the beneficiary?
● What is its tax treatment and filing requirements?
September 17, 2025 3:00pm - 4:30pm
The Elements of a Business Plan(*)
Overview: Learn what elements are in a business plan and the tax implications of entity choice
Key Learning Objectives:
● What is a business plan?
● What are the elements in a business plan?
● How to choose a business entity?
● What is its tax implications?
September 10, 2025 10:00am - 12:00pm
Small Business Workshop (^)
Overview: Selecting and forming the business entity and planning how to fund it, and its taxation are key objectives in starting a business.
Key Learning Objectives:
● Formation
● Choice of Entity
● Business Plan
● Funding & Insurance
● Taxation
● Intellectual Property Protection
September 10, 2025 1:00pm - 3:00pm
Worker Classification & Its Tax Treatment (^)
Overview: Selecting a job, your worker classification, planning how to fund your medical, dental, and visions benefits, and retirement benefits are key factors in obtaining a successful family legacy
Key Learning Objectives:
● Who is an employee
● Who is an independent contractor
● Tax filing requirements
● Fringe benefits for workers
● Insurance requirements
September 10, 2025 3:00pm - 4:30pm
Nonprofit Classification & Taxation (^)
Overview: Learn are the different classifications of a nonprofit? Do nonprofits pay taxes? If so, what taxes
Key Learning Objectives:
●What is a nonprofit?
●How is a nonprofit classified?
●What is the difference between a nonprofit and a tax-exempt entity?
●Do nonprofits pay taxes?
●Do nonprofits have tax filing and reporting requirements?