Beyond Accounting Bitesize - podcast cover

Beyond Accounting Bitesize

Breiffni O Domhnaillcawnetwork.podbean.com

The Beyond Accounting Bitesize Podcast aims to inspire finance professionals to use their expertise to transform businesses and create a positive impact on the wider communityEach episode features an interview with a Chartered Accountant who will provide insights how they made a difference to their company, industry, or society. You will get insights into how they became successful and predictions for the future of their industry. Check out www.cawnetworkusa.com for more webinars and events.

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Episodes

Navigating the Tax Maze Ep 3 Gift & Estate feat. John Nuckolls

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—especial...

Apr 28, 202518 min

Navigating The Tax Maze Ep 2 Pensions & Retirement Planning feat Mark Boaman

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 ha...

Apr 28, 202516 min

Navigating the Tax Maze Ep 1 US Tax For Overseas Workers feat. Dave Zydek

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 ...

Apr 28, 202518 min

Marc Walby - Opportunities for Accountants in Risk Management

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

Mar 01, 202338 min

Kathryn Kaminsky - The Role of Auditors - What We Do Matters

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 b...

Feb 07, 202319 min
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