Gain a clear explanation of what financial accounts need to be disclosed and how properly to do so.
U.S. citizens and American companies are relocating overseas to work remotely in record numbers. However, many are unaware of their requirements to report worldwide income and disclose financial accounts. As a result, they unknowingly expose themselves to harsh penalties and potential criminal charges. This material provides clear and concise explanations of what financial accounts need to be disclosed and how properly to do so. This material will also explain what protective steps need to be taken if required reporting has not been done. Related situations in which taxpayers are often unaware of additional filing requirements will be discussed. This information is critical for everyone with activities outside the U.S., especially as the Internal Revenue Service continues to step up efforts to identify and prosecute money laundering and tax evasion worldwide.
Agenda
Faculty
![Allen Pfeister, CPA, MBA, CIA, CMA, CFM](http://s3.amazonaws.com/les.speakerimg/4661844.jpg)
Allen Pfeister, CPA, MBA, CIA, CMA, CFM
Tax Uncomplicated, LLC
- Tax consultant with Tax Uncomplicated, LLC, a boutique tax firm with a strong focus on international tax matters, offering expert services to Americans living abroad.
- Specializes in foreign business ownership, real estate investments, foreign pension participation, foreign trusts, and navigating treaty and totalization agreements
- Developed and taught the CPA preparation curriculum for Southern New Hampshire University’s South Korea campus
- Regularly hosts webinars on a wide array of tax topics for Americans abroad
- Certified Public Accountant, Certified Management Accountant, Certified Internal Auditor, and Certified Financial Manager
- M.B.A. degree with a specialization in Dr. Philip Harmelink’s taxation program, University of New Orleans; bachelor’s degree in finance and accounting; completion of Dr. Glenn Sumner’s Internal Audit program, Louisiana State University
- Can be contacted at [email protected] or (225) 999-5032
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