The New and Enhanced FBAR and FATCA Requirements (OnDemand Webinar)

$199.00

SKU: 409457EAU

Description

Gain a clear explanation of what financial accounts need to be disclosed and how properly to do so.U.S. citizens and American companies are relocating overseas to work remotely in record numbers. However, many are unaware of their requirements to report worldwide income and disclose financial accounts. As a result, they unknowingly expose themselves to harsh penalties and potential criminal charges. This material provides clear and concise explanations of what financial accounts need to be disclosed and how properly to do so. This material will also explain what protective steps need to be taken if required reporting has not been done. Related situations in which taxpayers are often unaware of additional filing requirements will be discussed. This information is critical for everyone with activities outside the U.S., especially as the Internal Revenue Service continues to step up efforts to identify and prosecute money laundering and tax evasion worldwide.

Date: 2022-02-15 Start Time: End Time:

Learning Objectives

Foreign Bank Account Report (FBAR)
• Requirements
• Exceptions and Miscellaneous
• Filing Walkthrough

FATCA Reporting
• Requirements
• Exceptions and Miscellaneous
• Filing Walkthrough

Compliance Issues
• Penalties
• Remedies to Cure Non-Reporting and Errors
• Information Sharing Mechanisms

Additional Considerations
• Other Reporting Considerations
• Recent Developments

Questions and Answers

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Allen Pfeister, CPA, MBA, CIA, CMA, CFM-Greenback Expat Tax Services