There are no prerequisites.

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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 was the president of Tax Media Network, Inc. located in Indianapolis, 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 helped create thousands of diverse businesses and nonprofit organizations including public charities, trade associations, and athletic organizations worldwide.

During the 30 years he worked for the Internal Revenue Service, Stuart held a number of positions, including revenue agent, expert witness, chief examination branch, chief review staff, and group manager. He was one of the co-authors of the Internal Revenue Service Examination Standards and was loaned by the IRS to the Russian Republic for the design of their tax system after the breakup of the Soviet Union. He also co-authored the IRS Guide for Return Selection and Examination Plans for Returns Program Managers.

For fourteen years, Stuart taught entrepreneurship, accounting, and tax courses as a member of the Indiana University adjunct faculty. He taught tax planning and tax controversy to CPAs and other financial professionals. He also conducted 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 Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1003
CTEC Federal Tax Law 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.

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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.

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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.

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