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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 DateFebruary 4, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join tax pro Abby Eisenkraft for an introduction to foreign financial accounts, and the questions that EVERY tax professional must ask each and every client. If you are new to this area, this introduction will help get you started. It's a great refresher for those with more experience. We will discuss how foreign financial accounts affect Form 1040 and other required filings. Increase your cash flow and stay compliant with the IRS.
 
Learning Objectives:


  • Define exactly which taxpayers are subject to these filings

  • Evaluate and discuss reporting forms for foreign financial accounts

  • Give examples of case studies 

  • Determine how foreign gifts and inheritances are reported

  • Identify client misconceptions and how to respond

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Choice tas solutions

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.

About Our Presenter

Choice tas solutions
Choice Tax Solutions Inc. specializes in tax preparation, audit representation, solving tough tax problems, retirement planning, and more. We work with taxpayers in all states, and serve international clients with U.S. tax filing requirements.