Pathway
Guide U.S. expats through their filings, and through renunciation.
19 hr 39 min · 3 courses · 0 live classes · 1 optional extra
U.S. citizens and green-card holders owe U.S. tax returns wherever they live, and many living abroad have fallen behind: unfiled returns, unreported foreign accounts, uncertainty about what they owe. A smaller group wants to leave the U.S. tax system altogether by renouncing citizenship or giving up long-term residency, and that exit has its own rules and costs.
This pathway prepares you to serve both groups. You learn how residency is determined and how citizens abroad report their income using the foreign earned income exclusion and the foreign tax credit. You learn to identify and fix foreign account and asset reporting under the FBAR and Form 8938 rules. Then you work through expatriation: renunciation versus relinquishment, the tests that make someone a covered expatriate, the mark-to-market exit tax, and Form 8854.
The emphasis is on sequencing. Expatriating cleanly usually means first bringing five years of filings into compliance, and you'll learn how to plan that work with clients.
Tax professionals serving U.S. citizens and green-card holders living abroad, including those considering giving up U.S. citizenship or long-term residency.
Basic familiarity with personal tax returns. No prior U.S. tax experience required.
Complete the required courses and classes to earn the XCAPE Certificate in U.S. Expatriate Tax & Expatriation.
Every step of this pathway in order, from your first call to your certificate.
Step 01
A group call for this pathway. We walk through the curriculum, payments and live classes, and answer your questions.
See upcoming calls →Start with a free group call: we walk you through the pathway, how payments and classes work, and answer your questions.
Step 02
Send a short application. When we approve it, your prices are locked in.
Apply now →Step 03
5 hr 33 min in
Step 03 Recorded course· Required· 5 hr 33 min
$450
How U.S. tax residency works, the filing obligations of citizens abroad, and when a 1040 or 1040-NR applies. Shared with the EA Track.
Step 04
From here you have the skills for supervised paid work, while you finish the rest of the pathway.
Step 05
10 hr 36 min in
Step 05 Recorded course· Required· 5 hr 3 min
$400
Foreign account and asset reporting: thresholds, who must file which form, and the penalty landscape.
Step 06
19 hr 39 min in
Step 06 Recorded course· Required· 9 hr 3 min
$900
The expatriation process, the net worth, tax liability and certification tests, exit tax consequences, and completing Form 8854.
Step 07
Step 07 Live class· Optional
$350
Work through end-to-end expatriation case studies with your instructor.
Step 08
Issued automatically when you finish the required items, with a public verification link.
No account needed. Sign in if you have one.
New orientation calls are added regularly. Check back soon, or apply to enroll and we'll be in touch.
