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November 8, 2017 and December 6, 2017: 1 -- 1:50pm ET
FATCA and FBAR Reporting: Help Your Clients With Foreign Investments Avoid Deadly Penalties |
For US Citizens and Green Card Holders living outside of the United States, there is more to worry about than simply filing your tax return. With the implementation of FATCA and the Intergovernmental Agreements, US filers have had their foreign investments exposed. This course will discuss the proper reporting of information on FBARs, the FATCA regulations and other issues for tax filers with international investments.Presenter, Katrina Haynes founder of Haynes and Associates Katrina C.M. Haynes, CPA has over seventeen years of experience providing US citizens, US Green Card Holders and foreign nationals with tax consulting and compliance services at some of the largest accounting firms in the world. She is a Certified Public Accountant (CPA) that holds licenses in multiple states and is an active member of the American Institute of Certified Public Accountants (AICPA) as well as the National Association of Black Accountants (NABA) and the National Association of Professional Women (NAPW). |
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Who Should Attend
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Learning Objectives
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Senior Leaders Firm Administrators |
Discuss the Foreign Bank Account Reporting requirements. Discuss FATCA and how it affects US individual tax filers. Understand the penalties for noncompliance. Learn the options for how to correct any previous compliance issues. |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 1 Field of Study: Specialized Knowledge and Applications Prerequisite: None Program Level: Basic Advanced Preparation: None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register.) |
Professional: FREE Nov. 8
Dec. 6 Premium/Non-Member: $99 Nov. 8 Dec. 6 |
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
For US Citizens and Green Card Holders living outside of the United States, there is more to worry about than simply filing your tax return. With the implementation of FATCA and the Intergovernmental Agreements, US filers have had their foreign investments exposed. This course will discuss the proper reporting of information on FBARs, the FATCA regulations and other issues for tax filers with international investments.