Form 5471 Categories of Filers: Determining the Proper Category and Filing Requirements
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This course will explain each category of filer on Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. Our knowledgeable international panel will discuss relative and recent legislation, the accompanying Form 5471 schedules that must be filed by category, and the exceptions to the Form 5471 filing requirements and requirements to file specific schedules.
- Legislative history
- Form 5471 categories
- Categories 1-5
- Incomplete or missed filings
The panel will review these and other critical issues:
- Identifying category 1-5 filers and the relative Form 5471 reporting obligations
- Which specific Form 5471 schedules are needed based on a filer's category
- What Form 5471 exceptions are available, and what are the qualifications for these exceptions?
- What are the potential consequences of incorrect Form 5471 filings?
Franchelly (Chelly) Diaz Colon, CPA, MSL
WilkinGuttenplan CPAs & Advisors
Ms. Diaz Colon specializes in international tax matters including CFC/PFIC rules, cross-border mergers and... | Read More
Ms. Diaz Colon specializes in international tax matters including CFC/PFIC rules, cross-border mergers and acquisitions, withholding tax rules, application of tax treaties, and FIRPTA rules. She has experience working with a variety of clients, including partnerships, corporations, individuals, and asset managers.Close
Mr. Wigg-Maxwell established his practice in 1994 with an emphasis on matters relating to international business, tax,... | Read More
Mr. Wigg-Maxwell established his practice in 1994 with an emphasis on matters relating to international business, tax, business, and estates and trust planning.Close
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CPE credit is not available on downloads.