They arrive with and without visas to live and work in the US. As these new arrivals settle in, they are confronted by unique tax issues. This course will provide the practitioner with the tools necessary to serve an expanding clientele. Topics will include the determination of residency for federal tax purposes, elections to be treated as resident aliens, dual-status issues, the tax treatment of income and expenses for non-resident aliens, tax credits, administrative issues, and departure filing requirements.
Upon completion of this course, you will be able to:
Monica Haven
Tax Professional
mhaven@pobox.com
(310) 286-9161
Licensed since 1988, Monica Haven is an Enrolled Agent, an Accredited Tax Advisor, and Accredited Tax Preparer. She is also a graduate fellow of the National Tax Practice Institute, a nationally recognized academic program designed to develop and hone the skills necessary for effective taxpayer representation. Monica has a Bachelor of Science degree in Small Business Management with an emphasis on New Ventures and a Doctor of Law (J.D.) and a Master of Laws in Taxation (LL.M.) from Loyola Law School in Los Angeles.
Monica has been a long-term and active member of numerous professional organizations, including the National Association of Enrolled Agents, the National Society of Accountants, the National Association of Tax Practitioners, the National Society of Tax Practitioners, the California Society of Enrolled Agents, the California Society of CPAs, and the California Society of Accounting and Tax Professionals, as well as the Los Angeles County Bar Association, the Young Tax Lawyers Committee, and the Tax Law Society.
With decades-long experience as a solo practitioner, Monica is only too eager to share her expertise in the classroom and does so routinely. She is a recognized speaker on the "professional" circuit and a welcomed guest lecturer on college campuses and community organizations. Happy when she is working to resolve client issues, busy preparing returns, or buried beneath a mountain of regulatory and bureaucratic paperwork, Monica amasses a wealth of real-world experiences and humorous anecdotes, which she exploits unabashedly to make her course materials less dry, more memorable, and fun. She knows she has succeeded when her students comment, "I wish you had been my teacher when I learned accounting; I would have learned so much more and enjoyed it.” [See what others have said at www.mhaven.net.] Truthfully, Monica is torn and cannot decide whether she prefers teaching or taxation. She’s happiest when she doesn’t have to choose and gets to teach tax!
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222