Whether you are a U.S. citizen with international sources of income or a foreign national conducting business in the U.S., it is important to understand how international taxation works so that you do not end up overpaying in taxes.

In this episode, Kyle Malmstrom speaks with Connor Southwell, Director of Citrin Cooperman’s International Taxation Services Practice, about how to effectively navigate international tax planning.

Kyle and Connor discuss:

• Key factors that can affect your “worldwide income tax”
  
• How inbound and outbound tax planning works in the U.S.
  
• The impact of various tax laws on U.S. citizens, green card holders, resident aliens, and non-resident aliens
  
• How business owners can leverage international treaties to optimize their tax situation
  
• And more
  

Connect with Connor Southwell:

• Email: Connor Southwell
  
• LinkedIn: Connor Southwell
  
• Citrin Cooperman
  

Connect with Kyle Malmstrom:

• Email: Kyle Malmstrom
  
• LinkedIn: Kyle Malmstrom
  

Connect With Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Centura Wealth Advisory
  

About Our Guest:

Connor Southwell is a director in the firm’s International Taxation Services Practice. He has over a decade of experience advising high net worth individuals and closely held businesses in international tax planning and compliance.

Connor works with both U.S. nationals and business entities with activities in foreign jurisdictions, and nonresidential individuals and companies that seek to establish a presence and economic nexus to the U.S. His specialties include the subpart F and GILTI regimes, foreign tax credit planning, FATCA compliance, and the analysis and application of U.S. and OECD model income tax treaties.