January 27, 2023


1 Total CPE Credits


Webinar (CA): International Tax Lunch: Net Worth Test for Expatriation

  • Instructor

    Debra Rudd

Learning Objectives

• Learn basic concepts about allocating assets between spouses

• Identify assets and liabilities included in the net worth test

• Understand valuation methods that can apply to your assets

• Learn strategies for reducing net worth to avoid being a covered expatriate

Major Topics

• Expatriation

• Three tests for a covered expatriate status
• Net worth test

• Marital property

• Valuation concepts for expatriates

• Gift tax and filing requirements

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs and attorneys


California CPA Education Foundation

This event has ended.