monicahaven

FBAR vs. Form 8938 – On-Demand

Original Recording Date: April 26th, 2017
Duration: 100 minutes

In this webinar, you’ll learn how to ensure that your clients satisfy their foreign reporting obligations – and what to do if they don’t. You’ll distinguish between foreign accounts and foreign assets, learn about reporting thresholds and the harsh consequences for non-compliance, and compare relief programs including OVDP and the Streamlined Disclosure Program. Upon completion of this course, you will be able to:

  • Identify when a taxpayer has a foreign reporting obligation
  • Recognize the overlap of reporting mandates stemming regulations enacted decades apart
  • Compile the information necessary to properly report foreign tax information
  • Implement best practices to help clients avoid penalties and potential criminal prosecution
  • Describe the options available to those who have been non-compliant

View Continuing Education Credit

Attorneys

We are approved providers in several states, and our webinars are routinely approved in all states. When you register, you will enter the state(s) for which you are seeking CLE credit. In the unlikely event that the webinar is not approved, we will fully refund your registration fee.

This course is eligible for 2.0 General credits in the following states: CO, FL, KS, MO, NJ, NY, OK, RI, VA, WV, and WI.

This course is eligible for 1.7 General credits in the following states: AK, AL, AZ, CA, DE, GA, HI, ID, IL, IN, IA, KY, LA, ME, MN, MS, MT, NE, NH, NM, NC, ND, OH, OR, TN, TX, VT, WA and WY.

This course is eligible for 1.5 General credits in the following states: NV, PA, UT

This course is not approved in the on-demand/recording format for the following states: AR, KS, NE, RI, VA.

Faculty - Monica Haven


About the Presenter

Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.) and is also a graduate fellow and former faculty member of the National Tax Practice Institute®, a nationally recognized academic program designed to develop and hone the skills necessary for effective taxpayer representation. Ms. Haven is an Enrolled Agent, an Accredited Tax Advisor®, and an Accredited Tax Preparer®. She regularly advises clients on a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track toward achieving their financial goals. Ms. Haven is a graduate of Loyola Law School.

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

On-Demand

icon-webinar-smShortly after you register, we will email you a link to view the webinar recording and a PDF of the presentation materials. You will be able to view the webinar recording as many times as you wish for up to 1 year.  If you have any questions, please contact us.

Access Everywhere

Access the recorded webinar at any time on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$99

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

On-Demand

icon-webinar-smShortly after you register, we will email you a link to view the webinar recording and a PDF of the presentation materials. You will be able to view the webinar recording as many times as you wish for up to 1 year.  If you have any questions, please contact us.

Access Everywhere

Access the recorded webinar at any time on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.