S08-Immigrants, Visas, and Taxes: What You Need to Know

Wednesday, June 26 | 1:20 pm - 3:00 pm
Track: Individual
     2 hours Federal Tax Law (EA, CRTP, OTRP)
     2 hours Taxes/Tax Planning (CPA, CFP)
     1.75 hours Taxation Law (Attorney – CA Bar MCLE)
     2 hours (CSEA/NAEA)
Speaker: Antonio Martinez, EA

Description: Nationally, more than 16.7 million people have at least one undocumented family member living with them. These households may also have DACA recipients, U.S. citizens, visa holders, and legal residents all under the same roof. Who’s considered a nonresident? Who’s exempt from Social Security and Medicare tax? What credits do they qualify for? This session will discuss the unique scenarios you may encounter when serving mixed-status immigrant clients. 

Learning Objectives:
1. Define what an ITIN is and who needs one                             
2. Understand the substantial presence test                               
3. Identify exempt nonimmigrant nonresident aliens                                             
4. Learn what type of employment is exempt from Social Security and Medicare taxes                                                   
5. Identify credits for mixed-status immigrant families

Learning Level:
All Learning Levels

Prerequisites: None

Advanced Preparation: None