Virtual
ITL 2023: Form 5471: Exceptions and Reduced Filing Burdens
Date: July 28, 2023
Time: 12 – 1 p.m. PT
Overview
International Tax Lunch will cover a variety of topics related to Form 5471. Scheduled for the last Friday of each month, be sure to register for them all! Key search term: ITL
May 2023: Attribution Rules
June 2023: Filing Categories
July 2023: Exceptions, Exemptions
August 2023: Subpart F Income
September 2023: Global Intangible Low-Taxed Income
October 2023: Income Distributions
November 2023: CFC's and Foreign Tax Credit
January 2024: Restructuring, Reorganizing, and Liquidation
February 2024: The Section 962 Election
March 2024: CFC's Compared to Other Structure Choices
Do not despair if you have determined that you are required to file Form 5471 and know which categories apply to you, do not despair. Several filing exceptions exist that either eliminate or reduce your compliance obligations. We review the exceptions that apply to each category of the filer to see if you have an escape from the burden of Form 5471 preparation.
Product Code
1000001933-116823
Credit Type
CPE: 1CPE-Technical: 1IRS-TX: 1MCLE: 1Intended Audience
CPAs, attorneys, tax preparers and advisors who what to stay current on the latest developments on international tax issues.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Form 5471
- Form 5471 filing requirements
- Controlled foreign corporation
- Form 5471 exceptions
Faculty
