United States Tax Update

Upcoming dates:
London - 28th November 2024
Dublin - Late May 2025
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US Tax Update

What does it cover?

A comprehensive overview of changes in US tax rules, covering personal and corporate taxes.

Who should attend?

This course is designed for tax professionals with existing US tax knowledge who wish to understand recent and upcoming changes in the US tax rules.

Download the course brochure

Hosted by Narelle MacKenzie, San Diego State University Lecturer

Your host for the one day workshop is Narelle MacKenzie, a well-known international tax advisor with over thirty years experience working in international taxes, having spent most of her career working with, or for, multinational companies such as United Technologies, PwC, and Toyota Australia.

Narelle is a highly sought-after speaker, course instructor and guest lecturer. She has presented at many diverse conferences, including for the California Society of CPAs and the American Bar Association.

Recent speaking engagements covered potential tax issues for US businesses expanding overseas, the impact of the Report of Foreign Bank and Financial Accounts (FBAR) rules, the corporate tax considerations of expats and inpats, and an explanation of the US tax laws for multinationals.
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Overview of the Course Agenda

2024 Issues

  • Federally declared disaster areas – impact on filing
  • FBAR reporting: implications of Aroeste v. United States
  • Beneficial Ownership Information (“BOI”) reporting: implications of the NSBA v. Yellen case
  • Repatriation under IRC §965: implications of Moore v. United States

2024 Issues

  • Research capitalization and amortization
  • Crypto reporting
  • Form 1099-K
  • Green tax credits – trading
  • Increase in estate and gift tax limits
  • Income tax treaty updates

Preparing for 2026

Start planning in 2025 for changes impacting clients in 2026:
  • Individual income tax rates
  • Above the line deductions (for AGI deductions) that will return
  • Below the line deductions (from AGI deductions) that will return
  • IRC §199A
  • Lower standard deduction amounts
  • Personal exemption amounts
  • Estate tax exemption amounts

Book Now

Book your place on the US Tax Update course in London on 28 November 2024. If you would like to join us in Dublin in May 2025, please register your interest below.

The standard course fee for this one-day workshop is £595 plus 20% VAT. 

Book today at the early bird rate of £520 plus 20% VAT.
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If you would like to book for multiple participants or request payment by invoice, please complete the booking request form below.

Register your interest in joining the US Tax Update course in Dublin in late May 2025.

Please get in touch with your questions on the Introduction to US Tax Update course

A member of our team will respond to your query as soon as possible.
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