XCAPE Academy · Pathway
Expatriation Specialist
Guide U.S. expats through their filings, and through renunciation.
Prerequisites
Basic familiarity with personal tax returns. No prior U.S. tax experience required.
Credential
XCAPE Certificate in U.S. Expatriate Tax & Expatriation
XCAPE certificates are internal academy credentials issued by Xcape Tax Academy. They show you completed XCAPE training and assessments. They are not IRS licences, government credentials or accredited qualifications. The Enrolled Agent credential is conferred only by the IRS after passing its Special Enrollment Examination.
Outcomes
Determine residency status and choose between Form 1040 and 1040-NR
Identify FBAR (FinCEN 114) and Form 8938 reporting obligations
Explain the expatriation process and what Form 8854 requires
Apply the covered expatriate tests and explain their consequences
Spot the compliance gaps that must be fixed before someone expatriates
Curriculum
Program Orientation
Meet your cohort and instructor, and see how your pathway, schedule and payments work. Shared by all pathways.
- 1.Welcome, ladder & how payments unlock content · 60 min
Residency & Expat Return Fundamentals (1040 vs 1040-NR)
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.
- 1.Substantial presence & green card tests · 90 min
- 2.Dual-status years · 90 min
- 3.FEIE and foreign tax credit · 90 min
- 4.Streamlined filing procedures · 60 min
Earn-ready point
Determine a client's filing status and return type under supervision
FBAR (FinCEN 114) & Form 8938
Foreign account and asset reporting: thresholds, who must file which form, and the penalty landscape.
- 1.Who must file and thresholds · 60 min
- 2.Account aggregation · 90 min
- 3.FBAR vs 8938 overlap · 90 min
- 4.Penalties & delinquent submissions · 60 min
Expatriation, Form 8854 & the Covered Expatriate Tests
The expatriation process, the net worth, tax liability and certification tests, exit tax consequences, and completing Form 8854.
- 1.Renunciation vs relinquishment · 120 min
- 2.Net worth, tax liability & certification tests · 150 min
- 3.Mark-to-market exit tax · 150 min
- 4.Deferred comp, trusts & post-expatriation gifts · 120 min
Expatriation Case Lab
Work through end-to-end expatriation case studies with your instructor.
- 1.Case 1: covered expatriate with a pension · 120 min
- 2.Case 2: dual national under the age-18½ exception · 120 min
Pricing
Prices are fixed when your enrolment is approved.
How it works
1. Book an orientation call for the pathway you're interested in. 2. After orientation, we review and approve your enrolment, and your prices are fixed at that point. 3. Pay for each course or class as you go, or pay for your remaining required items together as a bundle at the discount shown. 4. Study each item as it unlocks: recorded lessons, materials and live classes with your instructor. 5. Complete your pathway's required items to earn your XCAPE certificate.