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Insights : Webinar

Business Insights Webinar Series - Overview of Foreign Trust Reporting Requirements

Event Description:
Join us to learn more about how we can help add value to your trust clients through specialty tax consulting services.

Course Description:
There are many unique and specialty tax issues that your trust clients may face on an irregular basis. The Eide Bailly National Tax Office (NTO) is available to provide attorneys, advisors, and their clients access to specialized technical resources and knowledge for consulting and compliance matters. While more and more trusts have migrated to the US, the FATCA (The Foreign Account Tax Compliance Act) requirements cannot be ignored. A good understanding of FATCA will translate into tax compliance, efficient trust administration and client satisfaction. Join us to learn more about how we can help add value to your trust clients through specialty tax consulting services.

Learning Objectives:

  • Define FATCA and the reporting requirements involved
  • Review practical filings customized for typical trusts
  • Identify the required and benefits of the Voluntary Disclosure Program
  • Discuss the changes between the original 2012 OVDP and the current 2014 legislation


Presenter:
Mike Criddle, CPA, Partner
Mike has more than 15 years of experience working in tax with a variety of industries and specializing in international taxation, specifically as it relates to individuals. He has proficient knowledge on various voluntary disclosure programs available to US taxpayers with undisclosed accounts. Mike also has experience with both U.S. citizens (and Green Card holders) working abroad, and individuals from foreign countries working in the United States, as well as the various reporting obligations stemming from these situations.


CPE: 1 hour

Additional Information:
These are live-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

CPE