This webinar provides an overview of why and how tax treaties benefit taxpayers. The discussion covers explanation of the most common provisions, how to read the treaty, using the “Savings Clause” to determine whether a US citizen can claim the provision and completion of Form 8833.  Strategy points and how to use certain country specific strategies to the benefit of your client are also discussed. 

Learning Objective

  • Describe the general operation of United States tax treaties.  
  • Understand how the "savings clause" affects the ability of a United States person to use treaty benefits.
  • Explain how to properly take a treaty-based position on a tax return.
  • Describe useful provisions of specific treaties including, but not limited to, Canada and the United Kingdom.


Your registration includes 2 IRS CE as well as:

  • Downloadable course manual and implementation tools as appropriate. These materials are available for download when you log into the webinar.
  • The opportunity to listen to the optional presenter and the other members of the Compass Tax Educators instructional team during the optional question-and-answer session held during the original recording.


Prerequisite: None

Advanced Preparation: None

Program Level: Intermediate

IRS Program Number for Self-Study On-Demand Webinar: NMVBP-T-00178-21-S

Delivery Method: Self-study

Field of Study: Federal Tax Law (IRS)

Credit hours: 2 IRS CE

Instructor: Mary Beth Lougen, EA, USTCP Click here to learn more about the instructor

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our education policies.

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