Beyond Accounting Bitesize

In this third episode of Beyond Accounting Bitesize, BDO’s John Nuckolls unpacks the intricacies of U.S. gift and estate tax laws as they apply to non-U.S. citizens. The episode addresses key topics including inheritance from foreign relatives, the crucial IRS Form 3520, and the implications of receiving gifts from covered expatriates. John also explores the differences between income and estate tax residency, the traps of U.S. situs assets, and the importance of timely estate planning—especially for immigrants holding U.S. real estate or stock. Essential listening for cross-border individuals and advisors navigating complex U.S. tax obligations.

Download a PDF presentation that goes with this podcast at the following URL: https://cawnetworkusa.com/wp-content/uploads/2025/02/Common-US-Tax-Pitfalls-for-Foreign-National-Taxpayers.pdf

In this episode of Beyond Accounting Bitesize, BDO’s Mark Orman dives into the complexities of U.S. tax rules for non-U.S. citizens. From foreign pension and retirement plan treatment to departure year considerations and the potential impact of expatriation tax, Mark offers practical insights for globally mobile professionals. The discussion also highlights planning opportunities before U.S. relocation, key treaty implications, and how employer programs can ease the tax burden. In the second half, we explore the future of accounting in the age of AI, touching on ethics, skills gaps, and how technology is reshaping the profession. Don’t miss this informative and forward-thinking episode.

Download a PDF presentation that goes with this podcast at the following URL: https://cawnetworkusa.com/wp-content/uploads/2025/02/Common-US-Tax-Pitfalls-for-Foreign-National-Taxpayers.pdf

In this kickoff episode of Beyond Accounting Bitesize, Dave Zydek of BDO guides listeners through the complex terrain of U.S. income, gift, trust, and estate taxation for foreign nationals living and working in the U.S. From the substantial presence and green card tests to the impact of FATCA, PFICs, and foreign disclosure requirements, this episode is packed with essential information for globally mobile professionals. Dave also addresses real estate considerations, foreign currency gains, and the implications of holding non-U.S. entities. It’s a must-listen for anyone navigating cross-border tax challenges and compliance in the U.S.

Download a PDF presentation that goes with this podcast at the following URL: https://cawnetworkusa.com/wp-content/uploads/2025/02/Common-US-Tax-Pitfalls-for-Foreign-National-Taxpayers.pdf

Sinead Donovan - Newly elected President at Chartered Accountants Ireland discusses her plans for the upcoming year including her upcoming visit to New York on Oct 23. 

The show outlines some real-life use cases of Chat GPT that are being used in risk management today.

Are you looking to grow in your role? Or find a position that will fulfill you? Here are some practical tips that are applied by business leaders in growing professionally and developing high performance teams. 

Risk management is an ever growing area of focus for organizations and Accountants are uniquely positioned for a transition into these roles. Marc Walby shares tips for accountants exploring a move and how to land a role as a non-executive director at a non-profit organization

The Role of Auditors – What we do matters

Kathryn Kaminsky, Vice Chair and Co-Leader at PwC’s US Trust Solutions, talks
about her journey to become a leader in audit, PwC’s initiatives to attract talent
and concludes with her tips for supporting diversity initiatives. Kathryn started
out with a different background and went to school part-time while working full-
time before becoming a CPA.
We discuss her journey and her tips for auditors who are looking to
advance their career, including:

•  The benefits of working in audit and the opportunities that it brings
•  Her journey and learnings on her path to become an audit leader
•  Best practices for becoming client-focused
•  What it takes to be a leading auditor
•  Reimagining the people experience at PwC
•  Her tips for supporting diversity initiatives