1. Are your providing Online Continuing Education Credits?
We are approved to provide CPE/CE credits to Tax Professionals
- IRS
- NASBA
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FATCA Rules For Foreign Retirement Account Reporting
- Jun 01, 2021 Tuesday | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes
- Credit: IRS Credits: 2.0 | QAS: 2.0 |
Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
Beyond the basics of FBARs and Form 8938, taxpayers who live and work abroad may have additional reporting obligations. This class will unveil the complexity of the mandated reporting regime for clients invested in foreign “trusts” and passive foreign investment companies (PFICs) such as foreign money market accounts [yikes!], mutual funds, hedge funds, insurance products and [oh my!] pension and retirement accounts that do not enjoy the same tax benefits of their American counterparts.
Session Highlights:
- Identify a taxpayer’s foreign investment as a PFIC.
- Understand the complex reporting requirements required for foreign pension and retirement accounts.
- Recognize which foreign investment may be deemed to be a trust subject to FATCA reporting.
- Properly complete Forms 8621 and 3520.
- Help clients remain compliant.
Who Will Benefit:
- CPA's
- Tax Attorneys
- Accountants
- Tax Compliance Managers
- Other Tax Professionals
Speaker Profile:
Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.) and is a graduate fellow and former faculty member of the National Tax Practice Institute®. In practice for more than 30 years as an Enrolled Agent, an Accredited Tax Advisor® and an Accredited Tax Preparer®, Monica is a sought-after guest lecturer on college campuses and at community organizations. Monica has been a long-term and active member of numerous professional organizations, including the National Association of Enrolled Agents, the National Society of Accountants, the National Association of Tax Practitioners, the National Society of Tax Practitioners, the California Society of Enrolled Agents, the California Society of CPAs, and the California Society of Accounting and Tax Professionals, as well as the Los Angeles County Bar Association, the Young Tax Lawyers Committee, and the Tax Law Society. Monica welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice which serves national and international clients. Her students have said, she’s a “fantastic speaker” who can take “hard subjects and put them into concepts or analogies that are easy to understand.” For additional information, published articles and extensive, useful tax information.
Credits and Other information:
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
- Session learning level: Introductory
- Delivery method: Group Internet Based
- IRS Credits: 2 Tax Hours
- IRS Course ID: PJGWS-T-00023-21-O
IRS Credits
QAS
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
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When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.
5. How can I cancel my registration?
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The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.
7. What are the system requirements to attend a live webinar?
Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :
- An internet connection – broadband wired or wireless
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8. What are CPE Package Courses?
Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
9. What is web download and transcript?
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- The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?
On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
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12. I took a webinar, where is my certificate?
We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.
Monica Haven
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