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Thursday, April 20, 2023 Live Webcast

International Cross Border Transactions (X2-28123)

3:00 PM - 5:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

Please join us for an introductory course in international cross border transactions. We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate.

DESIGNED FOR

CPAs, EAs and other tax preparers

BENEFITS

After attending the presentation you will be able to...

  • Identify a cross border transaction and be able to discuss potential implications. 
  • Determine potential audit risks involved with cross border transactions.
  • Explain the role of competent authority, advanced pricing agreements and other alternative methods in reducing audit risk.
  • Understand the types of contemporaneous documentation needed.
  • Apply these principles in order to decrease and entity’s effective tax rate.

HIGHLIGHTS

The major topics that will be covered in this class include:

  •  A basic framework of the different ways companies transact business in different countries and the resulting tax implications.
  • The basic premises of cross-border tax planning and the techniques used to reduce an organization’s effective tax rate.
  • Real-life examples drawn from the speaker’s extensive experience as a tax practitioner working for large multi-national companies.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Allison McLeod

Allison M. McLeod, CPA, LL.M., J.D.

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England.

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod teaches at the university level graduate classes on Ethics, Tax Research and Corporate Income Tax. She also lectures in Financial Accounting and Individual Taxation on an undergraduate level. She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC. Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation. She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses. Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty. She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.

PRICING

$69.00 - Member

$79.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings

AREAS OF INTEREST