ONE DAY IN-PERSON COURSE
United States Tax Update
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US Tax Update
What does it cover?
A comprehensive overview of changes in US tax rules with Narelle MacKenzie discussing changes impacting your clients for 2025 and into 2026.
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.
Overview of the Course Agenda
2024 Issues
- Federally declared disaster areas – impact on filing
- Form 3520 and foreign gifts: update on penalty imposition
- FBAR reporting: implications of Aroeste v. United States
- Beneficial Ownership Information (“BOI”)
- Crypto reporting
- Form 1099-K
- Green tax credits – trading
- Income tax treaty updates
2025 Issues
- Planning for Red after the election – more major tax reform?
- Sunsetting provisions
- Individual income tax rates
- Indexed amounts, including estate and gift tax limits
Preparing for 2026
Start planning in 2025 for changes impacting clients in 2026:
- Above the line deductions (for AGI deductions) that will return
- Below the line deductions (from AGI deductions) that will return
- IRC §199A: planning?
- Lower standard deduction amounts
- Personal exemption amounts
- Estate tax exemption amounts
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.
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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Book Now
Book your place on the US Tax Update course:
If you would like to join us in Dublin in May 2025, please register your interest below.
The course fee for this one-day workshop is £595 plus 20% VAT.
- Venue: &Meetings, Aldgate, 150 Minories, London, EC3N 1LS
- Date: 28 November 2024.
If you would like to join us in Dublin in May 2025, please register your interest below.
The course fee for this one-day workshop is £595 plus 20% VAT.
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
Thank you!
