CPA - medium firm
Enrolled Agent
Other
Join tax pro Abby Eisenkraft for an introduction to reporting 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. Increase your cash flow and stay compliant with the IRS.
Learning Objectives:
- Define exactly which taxpayers are subject to these filings
- Discussion of ownership, signature authority, financial interest, and how unsuspecting taxpayers can find themselves with a reporting requirement
- Discussion of reporting forms for foreign financial accounts
- Learn how foreign gifts and inheritances are reported
- Client misconceptions and how to respond
Robert Spatta (Robert Spatta, CPA)
"Abby is amazing! I had some previous experience with reporting foreign assets but still learned a great number of things that will help me improve my service level to my clients. Thank you Abby!"
glenda gordon (H&R Block)
"Excellent Course. Not only covered filing requirements for people with foreign holdings, but also explained who must file and explained with great clarity the mere presence test."
Loretta Howard (HR Block)
"Abby Eisenkraft shared great information about clients with Foreign accounts and the proper way to interview your clients. Excellent presentation!"
Eric Simons, CFP®, EA (Simons Financial Network)
"CPA Academy, consistently, engages experts who are also high-quality presenters on an extremely wide range of important topics."
Deborah Zell (Deborah Zell CPA)
"One of the best from CPA Academy. Very important information stated in an interesting and understandable format. Thanks!"
Ruth Lentz (R Lentz CPA)
"Thank you. I had been intimidated by the Sept 28 deadline. Appreciated the alternative delinquent reporting mentioned."
Lisa Vislocky (SRG Capital)
"A well-thought out program with lots of information. The presenter was very concise, organized and experienced."
ROHINI ANAND (P& R Tax Services)
"There is always more than meets the eye with the IRS! Some interesting points were made that I was not aware of."
Abby Eisenkraft
Choice Tax Solutions Inc.
CEO
abby@choice-tax.com
(347) 598-0111
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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