There are no prerequisites.

Course Description

An increasing number of your clients are likely engaging in internationally based businesses. While technological innovations have greatly simplified doing business abroad, differing tax systems that are not uniformly administered are a real challenge. Combined with the fact that the United States has tax treaties with only 69 of the world's 195 recognized countries, it is more challenging than ever to make wise decisions when determining in which countries to do business and how to transact that business.

This class provides a competitive advantage to those financial professionals guiding their clients through their international business engagements by providing in-depth insight into the tax treaty process and its impact on doing business abroad.


Stuart Sobel, EA

Stuart P. Sobel, EA, is the president of Tax Media Network, Inc. located in Carmel, Indiana. He graduated in accounting from Ohio University. For 15 years, his firm, Stuart Sobel Consulting, Inc., provided tax consulting in tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employment benefits, and tax controversy issues. He has helped to create thousands of diverse businesses and nonprofit organizations worldwide, including public charities, trade associations, and athletic organizations.

During the 30 years he worked for the IRS, Stuart held a number of positions, including revenue agent, expert witness, chief examination branch, chief review staff, and group manager. He’s one of the coauthors of the “Internal Revenue Service Examination Standards” and was loaned by the IRS to the Russian Federation for the design of its tax system after the breakup of the Soviet Union. Stuart also is the author of Preparing the New Redefined Form 990 for Nonprofit Organizations.

For 14 years, Stuart taught entrepreneurship, accounting, and tax courses as a member of the Indiana University adjunct faculty. He currently teaches tax planning and tax controversy to CPAs and other financial professionals and conducts training programs for trade associations, community foundations, government agencies, and private businesses.

Course Specifics

Jul 19, 2016
There are no prerequisites.

Compliance Information

IRS Provider #: 0MYXB IRS Course ID: 0MYXB-T-01038-16-S IRS Federal Tax Update Credits: 2
CTEC Provider #: 2071 CTEC Course ID: 2071-CE-1003 CTEC Federal Tax Update Credits: 2 Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the basic characteristics and impacts of tax treaties.
  • List the various tax rates for countries around the world.
  • Cite the process for development of tax treaties.
  • Cite various terms of the different tax treaties and other tax code provisions related to foreign income.
  • Cite relevant rules related to expatriation.

Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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