2021 Boot Camp

Please email alavigne@forteintax.com if you would like to receive information about the recorded online Boot Camp or future learning events.

PREPARING INTERNATIONAL TAX PROFESSIONALS
FOR THE COMPLIANCE SEASON

March 8-12, 2021

CPE CREDITS: Up to 12 CPE credits in the Taxes field of study may be awarded upon verification of participant attendance.

NASBA Field of Study: Taxes

REGISTRATION

Early Bird Registration is open until February 27, 2021 | Registration closes March 5, 2021

You may register for a single registration or join us as a business group.  If you have more than one colleague joining from your Company, we invite you to take advantage of the “Add-on Registration” option, which is a lower rate. If you have more than three (3) representatives from the same company, we invite you to choose the “3+ Group Rate” for unlimited registration by Company.  If you choose the group option, please email the registrants names to Allison Lavigne (alavigne@forteintax.com).

LEARNING MODULES

THREE HANDS ON LEARNING MODULES ILLUSTRATE THE POWER OF INTEGRATED INTERNATIONAL TAX PLANNING, PROVISION, AND COMPLIANCE

All Modules include:
Technical Overview
Hands-on Case Study
International Tax Forms


MODULE 1

Foreign Entity Calculations

MODULE 2

Federal Impact

MODULE 3

Global Tax Analytics

LEARNING OBJECIVES

This workshop is designed to help prepare international tax professionals for the tax compliance season.  As a result of active participation, program recipients be able to meet the following learning objectives:

Explain the internal revenue code sections and administrative guidance related to the outbound aspects U.S. international tax system.

Identify how to determine the quantitative aspects of the related tax technical requirements.

Discuss how each of the tax requirements is reported on the related international tax forms including, 5471, 8858, 8975, 8992, 8993 and 1118.

Highlights include...

Latest International Tax Technical Content

  • Foreign E&P, Subpart F and GILTI
  • Foreign Derived Intangible Income
  • GILTI/FDII Section 250 Deduction
  • Reg. Section 861-8, et al
  • Foreign Tax Credit

Fully Integrated – Hands-On Calculation Experience

All calculations are mapped to automatically populate the 2020 International Tax Forms via VantagePoint™ Data Binding

  • 8875 – Country-by-Country Report
  • 8858 – Foreign Branch and Disregarded Entities
  • 5471 – Controlled Foreign Corporations
  • 8990 – Section 163(j) Limitation on Business Interest Expense
  • 8991 – Base Erosion Minimum Tax (“BEAT”)
  • 8992 – Global Intangible Income (“GILTI”)
  • 8993 – Section 250 GILTI/FDII Deduction
  • 1118 – Foreign Tax Credit

Registration

Please email alavigne@forteintax.com if you would like to receive information about the recorded online Boot Camp or future learning events.

Delivery Methods

This is an online workshop with live interaction with highly skilled and experienced program instructors. 

The program is delivered through 6 distinct but interrelated topical sessions.  Each of the 6 sessions includes an overview of the latest international tax technical content, numerical examples explaining the underlying computational requirements, and how to report the computational results on the related tax forms. 

A comprehensive case study is used to integrate the individual learning objectives.

Refunds are accepted for duplicative registration only.

Prerequisites

International Tax Experience

Program Level

Intermediate

Advance Preparation

None

Preliminary Program

March 8 – Day One – Morning Sessions 10:00 AM – 12:00 PM CST

Foreign Entity Calculations

  • Foreign Earnings and Profits
  • Taxable income vs. E&P
  • Subpart F and Deemed Paid FTC
  • 163(j) Aspects

March 8 – Day One – Afternoon Sessions 2:00 PM – 4:00 PM CST

  • Global Intangible Income
  • Integrated Case Study
  • International Tax Forms

March 9 – Day Two – Office Hours (supplemental Q&A) 10:00 AM – 11:00 AM CST & 2:00 PM – 3:00 CST

Office Hours (Supplemental Q&A)

March 10 – Day Three – Morning Sessions 10:00 AM – 12:00 PM CST

Federal Impact

  • Reg. 1.861-8, et. al.
    • Allocation and Apportionment
  • Section 250 Deduction
    • GILTI
    • FDII
  • 163(j) Aspects
March 10 – Day Three – Afternoon Sessions 2:00 PM – 4:00 PM CST
  • Foreign Tax Credit
  • Integrated Case Study
  • International Tax Forms
March 11 – Day Four -Office Hours 10:00 AM – 11:00 AM CST & 2:00 PM – 3:00 PM CST

Office Hours (Supplemental Q&A)

March 12 – Day Five – 10:00 AM – 11:00 AM CST

Global Tax Analytics 

    • Transfer Pricing Update
      • S. Background
      • OECD/EU Concepts
    • Country-By-Country Report
    • Base Erosion Alternative Tax (“BEAT”)
    • Transfer Pricing Analytics
    • GILTI
    • FDII
March 12 – Day Five – Afternoon Session 2 PM – 4 PM CST
  • Repatriation Planning
  • ASC 740 Perspectives
  • Integrated Case Study
  • Capstone Session

Questions?

For additional information, including regarding program refund or cancellation policies, contact Forte at alavigne@forteintax.com or complete the form below.

If you have concerns or would like information regarding CPE credit, contact BKD at training@bkd.com or 800.472.2745. Click here to read the CPE FAQ.

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.