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Tax Issues for US Citizens Abroad - OC South 10.22.19
The Vintage Steakhouse
26701-B Verdugo St.
San Juan Capistrano, CA 92675
Tuesday, October 22, 2019, 5:30 PM - 8:45 PM PDT
Category: Chapter Meetings

Tax Issues for US Citizens Abroad
Orange County- South Chapter Meeting

Click here for the Orange County South October 2019 Flyer


Tuesday, October 22, 2019
5:30 p.m. - 8:45 p.m.


The Vintage Steakhouse
26701-B Verdugo St.
San Juan Capistrano, CA 92675
Free parking in the lot in front of the restaurant. There is reserved free restaurant parking to the right of the restaurant, in the adjacent parking lot. Parking is available in the parking structure at the end of the street, but payment may be required (sorry).

Topic: Tax Issues for US Citizens Abroad

Our clients live, travel and work abroad – and they invest off-shore. This course will focus on the taxation of foreign earned income, how to benefit from income exclusions, exemptions, and credits, and avoid the wrath of a government that seeks to zealously prosecute tax avoidance schemes. Non-compliance comes at a steep price – let’s make sure our clients report their foreign income and financial assets. Whether here or overseas, US taxpayers face a myriad of issues and must contend with countless special forms. This course will help the practitioner assist American clients as they live, travel and work abroad. Topics will include foreign earned income and foreign housing credits and deductions, the foreign tax credit, information for military personnel, inter-agency cooperation, and tax avoidance schemes.

Presenter: Monica Haven, E.A., J.D.

Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.); she is an alum and former faculty member of the National Tax Practice Institute, a recognized speaker on the professional circuit, a sought-after guest lecturer on college campuses and at community organizations. She welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice and serves her loyal clientele nationwide. Monica’s students have said, she’s a “fantastic speaker” who can take “hard subjects and put them into concepts or analogies that are easy to understand.” For additional information, published articles and extensive, useful tax information, please head for Monica’s website at www.mhaven.net.

CPE Information:

2 Federal Tax Law Hours

CTEC: 1000-CE-4658
IRS: 18QC1-T-01271-19-I

Knowledge Level: Intermediate


Member: $40
Non-Member: $60
Late Registration Fee (Member): $50
Late Registration Fee (Non-Member): $70
Date Late Registration Fee Applies: 10/18/2019

Menu Options: New York Steak or Champagne Chicken or Poached Salmon or Vegetarian

You may pay online using a credit or debit card (cards are NOT accepted at the meeting site). Payment by cash or check may be made at the door.

Last Date to Cancel Registration: Friday, October 18, 2019

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: EMAIL to Michael Locke ([email protected])