This session, from TEI’s 2025 International Tax Course, provides tax professionals with a foundational understanding of the information reporting and withholding requirements for outbound U.S. cross-border payments. Participants will explore FATCA compliance, withholding tax regulations, and reporting obligations for foreign investments.
Learning Outcomes
- Explain the information reporting and withholding requirements under FATCA for outbound U.S. cross-border payments.
- Identify key documentation needed for compliance with FATCA and withholding tax regulations.
- Assess challenges and best practices for meeting reporting obligations associated with foreign investments and cross-border payments.
Who Should Attend
This session is designed for tax professionals involved in international tax matters, those transitioning to a new tax practice area within their company, or those taking on new responsibilities, including tax advisors, corporate tax professionals, CPAs, tax managers, and international tax lawyers. It will benefit professionals seeking a foundational understanding of the information reporting and withholding requirements for outbound U.S. cross-border payments.
Instructor(s)
Kelli Wooten, Principal, KPMG US LLP
General Session Information
Access
Online, upon completion of the checkout process, you will be directed to our Learning Management System (LMS) for access to the session.
For member pricing, please login to tei.org
This is a digital product. With full paid access, the content will be available for one year after the purchase date.
CPE Credits
This digital product is not eligible for Continuing Professional Education (CPE) credit and includes the recording from the 2025 in-person session and the corresponding PowerPoint slides.
Length of Session
The session will take approximately 2.0 hours to complete.
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
For more information, please refer to CPE requirements and NASBA sponsorship information.
Terms & Conditions
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