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Introduction to Foreign Financial Accounts: How to Properly Interview Clients

INTRODUCTION TO FOREIGN FINANCIAL ACCOUNTS: HOW TO PROPERLY INTERVIEW CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 6, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The IRS is aggressively looking for taxpayers who don’t report their foreign accounts. They are also looking at their tax return preparers, to see what guidance they provided to their clients.

This is a great overview to the types of accounts a taxpayer may have (many of which you probably have not even heard of).  Also to be covered will be how to do your due diligence, and how to properly serve your clients while protecting yourself.  

Join Abby Eisenkraft, EA for this timely and informative webinar.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Abby Eisenkraft is the CEO of Choice Tax Solutions Inc. She is a federally licensed Enrolled Agent (EA), an Accredited Tax Advisor (ATA), AccreditedTax Preparer (ATP) and a Chartered Retirement Planning Counselor (CRPC). Abby started her career in tax as a preparer, and quickly gained a reputation for successfully dealing with difficult tax problems, including those previously unsolvable by other tax professionals. She currently specializes in tax controversy cases such as federal and state tax audits, non-filer cases, residency audits, international matters, etc. Abby is passionate about defending taxpayer’s rights before the IRS and State Taxing Authorities. She is a speaker on various tax and financial topics, a consultant (specializing in the self-employed), and is often quoted in the press as a tax and financial expert. She is the author of the new book "101 Ways to Stay Off the IRS Radar", available at Amazon and select bookstores.

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Reallifetaxadvice
Let's talk about tax and finances, and how they impact your life. I am here to help you learn and make smart choices.