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Section 1291 Excess Distribution Calculations for PFIC Tax and Interest Reporting
Extrapolating PFIC Information From Fund Statements and Reporting on Form 8621
June 19, 2018 CPE, EA Live Webinar

This webinar will provide tax advisers with a detailed analysis of Section 1291 reporting including how to perform the onerous calculations and determine available elections to ease the burden. The panel will go beyond the basics to provide examples of PFIC disclosures on fund statements and illustr... Read More

Speakers:  Daniel Marques, CPA, MT, Principal, Drucker & Scaccetti Patrick J. McCormick, J.D., LL.M., Principal, Drucker & Scaccetti

Mastering Form 5471 for Interests in Foreign Entities: Determining Ownership Share and Cor...
Tax Reform Definitions of U.S. Shareholder Create New Filing Obligations
December 31, 2018 CPE, EA Live Webinar

This webinar will provide tax return preparers with a thorough and practical guide to completing Form 5471 Information Return of U.S. Persons With Respect to Certain Foreign Corporations. The panel will explain approaches for correctly identifying taxpayer categories, discuss common challenges and a... Read More

Speakers:  John Samtoy, Tax Principal, Holthouse Carlin & Van Trigt

GILTI Calculations for Individual CFC Shareholders: New Section 951A Tax on Foreign Intang...
Changes to Subpart F Controlled Foreign Corporation Treatment, Recognizing QBAI and More
May 22, 2018 CPE, EA Download

This webinar will provide tax advisers with a practical guide to the tax reporting challenges of the global intangible low taxed income (GILTI) provisions in the new tax reform bill. The panel will focus on identifying the differences in treatment of controlled foreign corporations (CFC) income unde... Read More

Speakers:  Jeffrey T. Zawada, CPA, Director, Freed Maxick CPAs Susan V. Steblein, CPA, MBA, Senior Manager, Freed Maxick CPAs

Deemed Repatriation of Deferred Foreign Earnings: Calculating Accumulated E&P and Transiti...
Determining U.S Shareholders, Cash vs. Non-Cash Positions, Netting Provisions, and Mechani...
April 26, 2018 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers with a practical guide to the deemed repatriation provisions of the new tax reform bill, with a focus on the specific compliance aspects of the requirement to recognize all post-1986 deferred foreign source income. The panel will go beyond the basics of what th... Read More

Speakers:  Kimberlee S. Phelan, CPA, MBA, Tax Partner, WithumSmith+Brown John Samtoy, Tax Principal, Holthouse Carlin & Van Trigt Mishkin Santa, JD LLM, International Tax Director, The Wolf Group

Tax Reform and U.S. Foreign Reporting for Individuals: New Cross-Border Repatriation and I...
Navigating Participation Exemption System, GILTI Inclusions, Intangible and Passive Income...
February 15, 2018 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers and compliance professionals with a critical first look at the practical impact of the new tax overhaul bill on U.S taxpayers with foreign income and tax reporting obligations. The panel will examine the major changes the new law imposes on calculating and repo... Read More

Speakers:  Patrick J. McCormick, J.D., LL.M., Partner, Kulzer & DiPadova William R. Skinner, Partner, Fenwick & West

FBAR 2018 Update: Mastering FinCen Form 114, Deadlines, Extension, Penalty Resolution and...
February 1, 2018 CPE, EA CPE On-Demand, Download

This webinar will provide counsel and tax advisers with the tools necessary to navigate the FBAR filing requirements, including the newly announced extension and first-time penalty waiver requests, and will offer detailed guidance on completing and filing an FBAR (FinCen Form 114). Read More

Speakers:  Randall P. Andreozzi, Partner, Andreozzi Bluestein Weber Brown Igor S. Drabkin, Principal, Holtz Slavett & Drabkin Matthew D. Lee, Partner, Fox Rothschild Michel R. Stein, Principal, Hochman Salkin Rettig Toscher & Perez

Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Ru...
Determining Which Assets Require PFIC Reporting, Calculating Tax and Interest, Leveraging...
January 18, 2018 CPE, EA CPE On-Demand, Download

This webinar will furnish tax advisers with a thorough and practical guide to the reporting of investments in a Passive Foreign Investment Companies (PFICs) on IRS Form 8621. The panel will identify those investments that require PFIC reporting, outline the various elections available to taxpayers h... Read More

Speakers:  Mo Aafi, Tax Manager, W.L. Dueck & Co. Mehrdad Ghassemieh, Partner, Harlowe & Falk Michael Knobler, Fenwick & West

Form 8858 Reporting of U.S. Owned Foreign Disregarded Entities: Ownership and Correct Fili...
Information Return Requirements for Check-the-Box Structures Including Indirect and Constr...
January 9, 2018 CPE, EA Download

This webinar will provide tax advisers with guidance to the U.S. reporting requirements for ownership of foreign disregarded entities (FDREs) on IRS Form 8858. The panel will offer section-by-section detail on completing Form 8858, discuss the interrelation between Form 8858 and other required inter... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson C. Edward Kennedy, Jr., CPA, JD, Managing Director, C. Edward Kennedy Jr.

Form 8938 Reporting for Taxpayers With Foreign Assets: Integrating FATCA and Latest Enhanc...
December 20, 2017 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers with a practical guide to Foreign Account Tax Compliance Act (FATCA) reporting for taxpayers holding foreign assets. The panel will define the term "specified foreign asset" that must be reported, discuss valuation issues, and offer thorough instruction on comp... Read More

Speakers:  Matthew D. Lee, Partner, Fox Rothschild Jeffrey M. Rosenfeld, Esq., Blank Rome Marc J. Strohl, CPA, Principal, Protax Consulting Services

Form 1042-S: Reporting and Withholding on U.S. Source Income for Foreign Persons
Avoiding Filing Errors, Credit Disallowances and Audit Penalties
December 12, 2017 CPE, EA Download

This webinar will provide tax preparers and professionals with a deep dive into preparing Form 1042-S. The panel will discuss evaluating potential Form 1042-S withholding and filing responsibilities, review common mistakes, and offer ways to avoid or mitigate late-filing or non-filing penalties. Read More

Speakers:  Dirk Gifford, Managing Director, KPMG John Samtoy, Tax Principal, Holthouse Carlin & Van Trigt Elis A. Prendergast, Senior Manager, KPMG

Foreign Investment in U.S. Real Property: Tax Planning and Reporting
Tax Issues When a Foreign Investor/Entity Acquires or Disposes of Interests
November 14, 2017 CPE, EA CPE On-Demand, Download

This webinar will provide accounting and tax professionals with a review of tax challenges for foreign investors in U.S. real estate, including form of ownership, IRS reporting obligations, and other matters. Read More

Speakers:  Ryan Dudley, Partner, Friedman Richard S. Lehman, Atty, United States Taxation and Immigration Law John R. Strohmeyer, Crady Jewett & McCulley

Form 8854 Exit Tax Calculations and Reporting: Minimizing the IRC 877A Expatriation Tax
Determining Covered Expatriates, Navigating the Mark-to-Market Tax on Unrealized Gains, Re...
October 26, 2017 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a practical guide to the calculations and reporting requirements needed for U.S. taxpayers and exiting green card holders. The panel will discuss the rules of Section 877A, as well as strategies for minimizing the impact of exp... Read More

Speakers:  Philip D. W. Hodgen, Hodgen Law Ann M. Seller, Kohnen & Patton

Opting Out of PFIC Tax-and-Interest Treatment: Making QEF Elections on Form 8621 Part II
October 17, 2017 CPE, EA Download

This webinar will provide tax advisers with a guide to the complex Qualified Electing Fund (QEF) election rules for foreign investments that are Passive Foreign Investment Companies (PFIC). The panel will go beyond the mechanics of PFIC reporting to detail the advantages, disadvantages and calculati... Read More

Speakers:  Michael Knobler, Fenwick & West Thomas D. Phelan, Pepper Hamilton David Stauber, Of Counsel, Pepper Hamilton

Mastering Form 1040NR U.S. Nonresident Alien Income Tax Returns
Identifying ECI and FDAP, Determining Taxpayer Classifications and Elections
September 20, 2017 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a thorough and practical guide to preparing Form 1040NR, U.S. Nonresident Alien Income Tax Return. The panel will offer useful guidance in determining which individuals should file, identifying and reporting income subject to U... Read More

Speakers:  Marc J. Strohl, CPA, Principal, Protax Consulting Services Lizabeth McGrath, Director, Friedman

Correcting Foreign Information Reporting Noncompliance: Voluntary Disclosure Programs
Navigating Penalty Abatement for Failure to File Forms 5471, 5472, FATCA and FBAR
August 15, 2017 CPE, EA CPE On-Demand, Download

This webinar will provide CPAs and tax advisers with a practical guide to navigating the process of requesting abatements of IRS penalties due to client failure to properly file required international information forms such as the FBAR, Form 8938, and Forms 5471 and 5472. The panel will focus on the... Read More

Speakers:  Joshua Ashman, CPA, Partner, Expat Tax Professionals Ephraim Moss, Esq., Partner, Expat Tax Professionals Nathan Mintz, Tax Counsel, Expat Tax Professionals

Mastering Form 5472: New Filing Requirements for Foreign Individuals, LLCs, and Companies
Meeting Information Return Requirements for Foreign-Owned Corporations, Disregarded Entiti...
May 24, 2017 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers with a thorough and practical guide to completing Form 5472, focusing on the impact of new IRS regulations requiring 5472 reporting by foreign owners of disregarded entities (DREs). The panel will provide line-by-line guidance to completing the form, defining k... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Director, Aronson Kirsten Burmester, Member, Caplin & Drysdale

Foreign Personal Holding Company Income Reporting: Mastering Subpart F Inclusions and Deem...
Navigating Foreign Tax Credit Passive Buckets, Look-Through Recharacterizations, and More
May 11, 2017 CPE, EA Download

This webinar will provide tax advisers with a deep exploration of the reporting of income from and ownership of a foreign personal holding company. The panel will identify the tests for determining whether an investment qualifies as a FPHC, outline what qualifies as foreign personal holding company... Read More

Speakers:  Mehrdad Ghassemieh, Partner, Harlowe & Falk William R. Skinner, Partner, Fenwick & West David N. de Ruig, Fenwick & West

U.S.-Canadian Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for U.S....
Navigating Tax Treaties to Minimize Tax on Passive Income and Pass-Through Income
April 27, 2017 CPE, EA Download

This webinar will provide tax advisers with a thorough and practical guide into the tax reporting requirements and planning opportunities for U.S. taxpayers with earnings or assets in Canada, as well as Canadian citizens with U.S. tax reporting obligations. The panel will discuss U.S. tax law and tr... Read More

Speakers:  Grant Gilmour, International Tax Partner, Gilmour Group CPAs C. Edward Kennedy, Jr., CPA, JD, Senior Manager, Brady Ware & Company

Form 8621 PFIC Reporting: Navigating the Highly Complex IRS Passive Foreign Investment Com...
Determining Which Assets Require PFIC Reporting, Calculating Tax and Interest, Leveraging...
January 5, 2017 CPE, EA CPE On-Demand, Download

This webinar will furnish tax advisers with a thorough and practical guide to the reporting of investments in a passive foreign investment company (PFIC) on IRS Form 8621. The panel will identify those investments that require PFIC reporting, outline the various elections available to taxpayers hold... Read More

Speakers:  Steven Flynn, Partner, W.L. Dueck & Co. Mehrdad Ghassemieh, Partner, Harlowe & Falk

US-Canadian Dual Taxation Pitfalls: Reporting Issues and Planning Opportunities for US Tax...
Navigating Tax Treaties to Minimize Tax on Passive Income, Retirement Distributions and Pa...
November 30, 2016 CPE, EA CPE On-Demand, Download

This CPE webinar will provide tax advisers with a thorough and practical guide into the tax reporting requirements and planning opportunities for U.S. taxpayers with clients earnings or assets in Canada, as well as Canadian citizens with U.S. tax reporting obligations. The panel will discuss US tax... Read More

Speakers:  Grant Gilmour, International Tax Partner, Gilmour Group CPAs C. Edward Kennedy, Jr., CPA, JD, Partner, GrossDukeNelson & Co.

Foreign Investment in U.S. Real Property: Tax Planning and Reporting Challenges
Anticipating Tax Issues When a Foreign Investor or Entity Acquires or Disposes of Interest...
November 1, 2016 CPE, EA CPE On-Demand, Download

This webinar will provide accounting, tax and legal professionals with a review of tax considerations for foreign investors in U.S. real estate. The panel will address challenges such as form of ownership and IRS reporting obligations, among others. Read More

Speakers:  Ryan Dudley, Partner, Friedman Richard S. Lehman, Atty, United States Taxation and Immigration Law John R. Strohmeyer, Crady, Jewett & McCulley

Opting Out of PFIC Tax-and-Interest Treatment: Making QEF Elections on Form 8621 Part II
October 20, 2016 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers with a guide to the complex Qualified Election Fund (QEF) election rules for foreign investments that qualify as a Passive Foreign Investment Company (PFIC). The panel will go beyond the mechanics of PFIC reporting to detail the advantages, disadvantages and ca... Read More

Speakers:  Steven D. Bortnick, Partner, Pepper Hamilton William R. Skinner, Partner, Fenwick & West Thomas D. Phelan, Pepper Hamilton

Form 926 Reporting Transfers to Foreign Corporations: Avoiding Harsh Penalties
Ensuring Consistency Between FATCA, FBAR, Form 5471 and Other Foreign Asset Forms
August 30, 2016 CPE, EA Download

This webinar will provide tax advisers and compliance professionals with a comprehensive guide to reporting contributions to foreign corporations. The panel will identify the types of transactions that trigger Form 926 reporting obligations, discuss filing thresholds and information required to be r... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Senior Manager, Aronson Mark C. Peltz, Principal, WeiserMazars Hunter Norton, Tax Director, Farkouh Furman & Faccio Eric Swerdlow, CPA, Tax Manager, Farkouh Furman & Faccio

Form 1116 Foreign Tax Credits for Individuals: Mastering Calculations, Using Carryovers an...
August 17, 2016 CPE, EA CPE On-Demand, Download

This webinar will provide tax advisers with a comprehensive guide to calculating foreign tax credits and completing Form 1116. The panel will outline which foreign taxes are eligible for Section 901 foreign income tax credits, discuss strategies for determining optimal treatment of creditable foreig... Read More

Speakers:  William R. Skinner, Partner, Fenwick & West Kevin M. Hall, Holland & Knight Neel Modha, Holthouse Carlin & Van Trigt

Income Tax Treaty Interpretation and Practice for Tax Professionals: Claiming and Reportin...
October 27, 2015 CPE, EA Download

This webinar will provide tax advisers, professionals and preparers with a solid overview and explanation of key income tax treaty provisions needed to determine whether their individual clients may take treaty-based return positions. The speakers will enable advisers and preparers to complete IRS F... Read More

Speakers:  Alison N. Dougherty, J.D., LL.M., Senior Tax Manager, Aronson William K. Norman, J.D., LL.M. (Taxation), Partner, Ord & Norman

Mastering the Effectively Connected Income Rules for Foreign Persons Engaged in Inbound Tr...
Navigating Differing Tax Treatment for ECI and FDAP Income, Withholding Requirements, Avai...
September 22, 2015 CPE, EA Download

This webinar will provide tax advisers and professionals with a deep dive into the effectively connected income (ECI) rules as they apply to inbound transactions engaged by nonresident alien taxpayers in the United States. The panel will discuss differing tax treatment for ECI and income that is fix... Read More

Speakers:  Daniel R. Blickman, Partner, Blank Rome Jeffrey M. Rosenfeld, Esq., Blank Rome James K. Sams, Principal, KPMG

Foreign Investment in U.S. Real Property: Tax and Reporting Challenges
Anticipating Tax Issues When a Foreign Investor or Entity Acquires or Disposes of Interest...
July 21, 2015 CPE, EA CPE On-Demand, Download

This webinar will provide accounting, tax and legal professionals with a review of tax considerations for foreign investors in U.S. real estate. The panel will address challenges such as form of ownership and IRS reporting obligations, among others. Read More

Speakers:  Ryan Dudley, Partner, Friedman Richard S. Lehman, Atty, United States Taxation and Immigration Law John R. Strohmeyer, Porter Hedges

FATCA Final Regulations for Individual Taxpayers: Form 8938 Reporting on Foreign Financial...
February 24, 2015 CLE, CPE, EA CPE On-Demand, Download

This webinar will discuss the final regulations that change, modify and clarify the 2011 rules on which tax preparers have relied when reporting interests in foreign financial assets to the IRS. These final regulations apply to 2014 tax filings and impact the information provided on Form 8938, State... Read More

Speakers:  Matthew D. Lee, Partner, Blank Rome Jeffrey M. Rosenfeld, Atty, Blank Rome

Form 1040NR Non-Resident Alien Filing Challenges and Effective Approaches
Determining Taxpayer Classifications and Elections, Computing Income and Deductions, and U...
September 10, 2014 CPE, EA Download

This webinar will provide tax advisors and pros with a deeper understanding of issues in preparing Form 1040NR, including taxpayer classification, determining who should file, how to report income and claim refunds, identifying available deductions and limitations, treatment of spouse and dependents... Read More

Speakers:  Marc J. Gedeon, Founder & President, Gedeon Law and CPA Robert J. Misey, Jr., Shareholder, Reinhart Boerner Van Deuren Marc J. Strohl, Principal, Protax Consulting Services

Filing Form 1040NR: Taxpayer Elections, Income and Deduction Computation, and Spouse/Depen...
January 22, 2014 CPE, EA CPE On-Demand, Download

This webinar will provide tax preparers with a drill-down of Form 1040NR filing requirements, determining who should file, correctly reporting income and claiming refunds, identifying available deductions and limitations, listing dependents and spouses, and avoiding costly errors. Read More

Speakers:  Gary Carter, PhD, MT, CPA, Owner, GW Carter Marc J. Gedeon, Founder & President, Gedeon Law and CPA

IRS Forms for Reporting Foreign Income: Compliance Challenges
Mastering Latest Demands of Forms 8621, 8858, 2555, 8832 and Others
October 23, 2012 CPE Download

This teleconference will prepare tax advisors and corporate tax professionals working on forms 8621, 8868, 2555, 8832 and related forms with practical experiences geared toward improving compliance. Read More

Speakers:  Russell Mansky, Partner, Spott Lucey & Wall Douglas Holland, Senior Manager, KPMG