April 20, 2023

Webinar

2 CPE

Webinar (CPA Crossings): International Cross Border Transactions

April 20, 2023
Webinar
2 CPE

Webinar (CPA Crossings): International Cross Border Transactions

  • View Bio

    Instructor

    Allison
    McLeod

    View Bio

    Allison McLeod

    Bio

    Professor McLeod, LL.M., JD, CPA, is currently a full-time Senior Lecturer at the University of North Texas, where she has taught classes in Corporate Income Taxes, Multi-jurisdictional Taxes, Individual Taxes, Tax Research, Ethics and Financial Accounting. She has taught as an adjunct professor at the University of North Texas College of Law.

    Prior to Professor McLeod going into academia, she worked for 18 years in industry and in a Big Four accounting firm. Professor McLeod earned a law degree from Baylor School of Law, and an LL.M. degree in Taxation from Southern Methodist School of Law. She has been a licensed CPA since 1993 and has been licensed to practice law since 1992. Professor McLeod has enjoyed teaching live ethics course to CPAs since 2011 and is the owner of  www.cpaethicsonline.com, which offers on-line self-study courses to CPAs. She currently serves on the Professional Ethics Committee of the Texas Society of CPAs.which offers on-line self-study courses to CPAs. She served on the Professional Ethics Committee of the Texas Society of CPAs and the AICPA CPA Exam Committee (REG).

Please join us for an introductory course in international cross border transactions. We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US-Canada transaction. Ideal for CPAs, EAs and other tax preparers.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending the presentation you will be able to…

  • Identify a cross border transaction and be able to discuss potential implications. 
  • Determine potential audit risks involved with cross border transactions.
  • Explain the role of competent authority, advanced pricing agreements and other alternative methods in reducing audit risk.
  • Understand the types of contemporaneous documentation needed.
  • Apply these principles in order to decrease and entity’s effective tax rate.

Major Topics

The major topics that will be covered in this class include:

  •  A basic framework of the different ways companies transact business in different countries and the resulting tax implications.
  • The basic premises of cross-border tax planning and the techniques used to reduce an organization’s effective tax rate.
  • Real-life examples drawn from the speaker’s extensive experience as a tax practitioner working for large multi-national companies.

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. 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, EAs and other tax preparers

Provider

CPA Crossings, LLC

This event has ended.