BarbriSFCourseDetails
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Course Details

Course Information
  • smart_display Format

    Live Online with Live Q&A

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Tax Preparer

Date & Time
  • event Date

    Tuesday, July 22, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    110 minutes

Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

$197.00

This course is $0 with these passes:

CPE
ALL

This webinar will review the essential factors foreign businesses and individuals should consider before locating in the U.S. from both an immigration and taxation perspective. Our panel of global mobility and tax law experts will discuss immigration programs, issues in M&A transactions, viable pathways for foreign personnel transferring to the U.S., visa options and tax considerations for foreign entrepreneurs seeking to establish businesses in the U.S., and review the residency and permanent establishment rules for global businesses and their workforces.

Faculty

Jared C. Slipman
Attorney
Obermayer, Rebmann, Maxwell &Hippel

Mr. Slipman is an attorney in Obermayer’s Business & Finance Department. He focuses his practice on tax structuring and analysis attendant to corporate transactions as well as advising clients on tax considerations critical to intercompany restructuring, debt financing, choice of entity questions, third-party financing, and formation and liquidation transactions. Mr. Slipman provides corporate tax and legal entity structuring guidance to clients in connection with complex commercial transactions, which have included significant IPOs. He believes in a practical deal-oriented approach to tax analysis with the goal of helping clients minimize tax exposures.

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Shaun Staller
Partner
Obermayer, Rebmann, Maxwell &Hippel

Mr. Staller is a business immigration attorney with broad international experience who counsels individuals and businesses across all industries in navigating the complex U.S. immigration system. He focuses his practice on employment-based visas and related compliance and assists employers in developing comprehensive immigration strategies for their global workforce. Mr. Staller also works closely with foreign entrepreneurs seeking to start new enterprises or to invest in the U.S. in connection with securing immigration benefits. Additionally, he advises employers on employee documentation and compliance requirements and represents clients before federal agencies, including the Department of Homeland Security (USCIS), the Department of Labor, and the Department of State.

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Description

In an increasingly globalized world, businesses and individuals are frequently engaged across jurisdictions. Pre-planning for immigration to the U.S. is essential to mitigate the U.S. tax bite and to minimize issues in the employment of foreign persons inside the U.S. Indeed, businesses relocating employees from their home country need to consider the tax implications of the move to avoid potential double taxation of income and social security taxes on wages paid abroad.

Companies acquiring foreign nationals through M&A transactions may want to ensure they are a successor-in-interest to preserve visa status for these employees.

Listen as our panel of business immigration and tax attorneys discusses tax, business, and related employment and planning considerations arising from inbound immigration activities and other corporate interactions involving foreign nationals and personnel.

Outline

I. Residency concepts for tax and immigration

II. PE risks for foreign companies

III. Global mobility and cross-border employment structures

IV. M&As involving foreign nationals

V. E-1 and E-2 visas for international entrepreneurs


 

 

 

Benefits

The panel will cover these and other critical issues:

  • Strategies for planning for and limiting U.S. tax exposure
  • Utilizing benefits of U.S. tax treaties with foreign countries
  • Implications of sourcing employee benefits and taxation in the U.S. vs. abroad
  • Employment requirements of foreign nationals inside the U.S.
  • Immigration issues in M&A transactions

NASBA Details

Learning Objectives 

After completing this course, you will be able to:

  • Identify immigration pathways for foreign personnel transferring to the U.S.
  • Determine the impact of treaty benefits on inbound immigration
  • Ascertain key differences in how residents and nonresidents are taxed in the U.S.
  • Decide between structuring alternatives for U.S. subsidiaries with foreign parents

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of international taxation including residency determination, foreign entity classifications, application of treaty benefits, as well as GILTI, Subpart F, and the related Section 250 deductions.


Strafford Publications, Inc. 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 Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

Strafford is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).