Covered expatriates are subject to the exit tax, implemented in several ways. This presentation will review how different types of assets will be taxed upon expatriation and in the aftermath. We will identify assets that create harsh tax results or timing problems that lead to high tax rates, and we'll discuss steps to avoid those problems. We will also review the tax paperwork you can expect to file after expatriation.
Learning Objectives
- Learn the Exit Tax treatment for a variety of assets
- Identify post-expatriation filing requirements
- Identify how to avoid certain tax and paperwork complexities
Major Topics
- Exit Tax
- Expatriate filing requirements
- Post-expatriation
