2023 International Tax Boot Camp

4th Annual
International Tax Boot Camp

Starting February 21st

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

PREPARING INTERNATIONAL TAX PROFESSIONALS
FOR PLANNING, PROVISION, AND COMPLIANCE

24 Hours of CPE Over Three Weeks

February 21st - March 9th
Tuesday & Thursday Sessions
10:00 - noon & 2:00 - 4:00 pm CST

CPE CREDITS: Up to 24 CPE credits in the Taxes field of study may be awarded upon verification of participant attendance.

NASBA Field of Study: Taxes

Level: Intermediate

Delivery Method: Group Internet Based

LEARNING MODULES

TWELVE ENGAGING LEARNING MODULES ILLUSTRATE THE POWER OF INTEGRATED INTERNATIONAL TAX PLANNING, PROVISION, AND COMPLIANCE

All Modules include:
Technical Overview
Integrated Case Study
International Tax Forms

WEEK 1: FEB 21/23
FOREIGN CALCULATIONS


MODULE I

Core E&P & Subpart F Concepts

MODULE II

GILTI "With" & "Without" the HTE

MODULE III

Treas. Reg. 1.861-8
& 163(j)

MODULE IV

Repatriation & APB23 Aspects

WEEK 2: FEB 28/MAR 2
DOMESTIC CALCULATIONS


MODULE V

Treas. Reg. 1.861-8 & 163(j)

MODULE VI

IRC Section 250 Deduction for Foreign Derived Intangible Income and Global Intangible Low-Taxed Income (“GILTI”)

MODULE VII

Interest Charge Domestic International Sales Corporations

MODULE VIII

U.S. Foreign Tax Credit

WEEK 3: MAR 7/9
SPECIAL TOPICS


MODULE IX

Corporate Alternative Minimum Tax (“CAMT”)

MODULE X

Transfer Pricing and BEPS Concepts

MODULE XI

GloBE Meets GILTI & CAMT

MODULE XII

2022 International Tax Form Set

Highlights include...

Latest International Tax Technical Content

  • Practical, immediately useful knowledge, keeps you you up-to-date on the latest U.S. outbound international tax compliance requirements.
  • Insightful tax saving strategies. 
  • Highly skilled instructors with decades of client-serving experience. 
  • Learning objectives are reinforced through integrated Case Study examples.

LEARNING OBJECTIVES

This workshop is designed to keep international tax professionals up to date with the latest provision and compliance requirements and the impact of proposed global tax initiatives, including Pillar Two.  As a result of active participation, program recipients will be able to meet the following learning objectives:

  • Participants will understand the calculations and reporting requirements related to U.S. persons ownership of foreign entities and entitlement to foreign income, including deemed and actual dividend distributions. See Modules I, II and III.
  • Participants will understand the tax implications of actual dividend distributions from foreign corporations and the impact of hypothetical distributions for ASC740 purposes as well as those earnings subject to the indefinite reversal criterion of APB23. See Module IV.
  • Participants will understand the rules related to the allocation and apportionment of deductions among the various statutory grouping relating to the operative sections of the Internal Revenue Code (IRC). See Modules III and V.
  • Participants will understand the IRC Section 163(j) limitation on the deductibility of interest expense. See Modules III and V.
  • Participants will understand the calculations and reporting requirements with respect to the IRC Section 250 deduction for foreign derived intangible income (FDII) and global intangible low-taxed income (GILTI). See Module VI.
  • Participants will understand the calculations and reporting requirements associated with an Interest Charge Domestic International Sales Corporation (IC-DISC). See Module VII.
  • Participants will understand the which foreign income taxes are creditable by U.S. shareholders and the limitations addressed by IRC Section 904 and the associated reporting requirements. See Module VIII.
  • Participant will understand the computational requirements of the new Corporate Alternative Minimum tax (CAMT) and the CAMT Foreign Tax Credit. See Module IX.
  • Participants will gain a high-level understanding of global transfer pricing guidelines and specific rules designed to limit the potential for arbitrary base erosion and profit shifting (BEPS) and the U.S. Base Erosion Minimum Tax Amount (BEAT). See Module X.
  • Participant will gain insight and practical guidance on modeling Globe Pillar Two and the potential impact of the U.S. GILTI tax computations with and without the high-taxed income exclusion and the potential applicability of CAMT. See Module XI.
  • Participants will understand what is new with the International Tax IRS Forms Set for the 2022 income tax year including but not limited to Forms 1118, 5471, 8858, 8975, 8990, 8991, 8992, 8865 and Schedules K2 and K3. See Module XII.

REGISTRATION

Early Bird Registration is open until Feb 8, 2022

Registration for LIVE ONLINE closes by week, the Friday prior: Feb 17, 24, Mar 3, 2022

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 discounted “Add-on Registration” option.  If you have more than four (4) representatives from the same company, we invite you to choose the “4+ Group Rate” for unlimited registration by Company.  If you choose the the add on or group option, please email the registrants names.

Please email 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 12 distinct but interrelated topical sessions.  Each of the 12 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. CPE Policies

Prerequisites

International Tax Experience

Program Level

Intermediate

Advance Preparation

None

Preliminary Program

Modules I-IV: Foreign Calculations

Tuesday, February 21 – 10:00 AM – 12:00 PM CST

Module I: Core E&P and Subpart F Concepts

  • Brooke Simpson & Kelly Tabor, Forvis
  • Marilyn Jankowski & Mark Gasbarra, Forte

Tuesday, February 21 – 2:00 PM – 4:00 PM CST

Module II: GILTI with and without the HTE

  • Dave Maccall & Justin Metcalfe, Forvis
  • Mark Gasbarra, Jeffrey Prescott & Wendy McDonald, Forte

Thursday, February 23 – 10:00 AM – 12:00 PM CST

Module III: Treas. Reg. 1.861-8 and 163(j)

  • Chris Clifton & Harry Carawan, Forvis
  • David Merrick & Mak Gasbarra, Forte
  • Alexis Bergman, BakerTilly

Thursday, February 23 – 2:00 PM – 4:00 PM CST

Module IV: Repatriation and APB23 Aspects

  • Chris Clifton & Phil Laminack, Forvis
  • Lester Fuwa, Forte

Modules V-VIII: Domestic Calculations

Tuesday, February 28 – 10:00 AM – 12:00 PM CST

Module V: Treas. Reg. 1.861-8 and 163(j)

  •  Jason Sullivan, Forvis
  • Mark Gasbarra, David Merrick, Lester Fuwa, Forte
  • Alexis Bergman, BakerTilly

Tuesday, February 28 – 2:00 PM – 4:00 PM CST

Module VI: Foreign Derived Intangible Income 

  • Eric Flueckiger & Sara Savu, Forvis
  • Mark Gasbarra, Scott Bozzi, Forte

Thursday, March 2 – 10:00 AM – 2:00 PM CST

Module VII: Interest Charge Domestic International Sales Corporations

  • Eric Flueckiger & Sara Savu, Forvis
  • Mark Gasbarra, Scott Bozzi, Forte

Thursday, March 2 – 2:00 PM – 4:00 PM CST

Module VIII: U.S. Foreign Tax Credit

  • Brooke Simpson & Kate Morton, Forvis
  • David Merrick, Mark Gasbarra, Forte

Modules IX-XII: Special Topics

Tuesday, March 7 – 10:00 AM – 12:00 PM CST

Module IX: Corporate Alternative Minimum Tax (“CAMT”)

  • Scott Austin & Joe Cotter, Forvis
  • Mark Gasbarra & David Merrick, Forte

Tuesday, March 7 –  2:00 PM – 4:00 PM CST

Module X: Transfer Pricing and BEPS Concepts

  • Marko Markov & Naama Wolf, Forvis
  • Mark Gasbarra & David Merrick, Forte
  • Alexis Bergman, BakerTilly

Thursday, March 9 – 10:00 PM – 12:00 PM CST

Module XI: GloBE Meets GILTI and CAMT

  • Justin Metcalfe & Harry Carawan, Forvis
  •  Mark Gasbarra, David Merrick, Wendy McDonald, Jeffrey Prescott, Forte

Thursday, March 9 – 2:00 PM – 4:00 PM CST

Module XII: International Tax Form Set

  • Kate Morton, Josh Zellerman, Forvis
  • Marilyn Jankowski, Forte

Questions?

For additional information, including regarding program refund or cancellation policies or CPE, contact Forte or complete the form below.  Click here to read the CPE FAQ.

Forte International Tax, LLC 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.