Back to Search

Report of Foreign Bank and Financial Accounts Webinar

CPE

When
Aug. 15
1:00 - 3:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
FOR2-2019-01-WEBNR-227-01
Level
Intermediate
Prerequisites
Basic understanding of individual income tax rules
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

If a client has a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust, or other type of foreign financial account exceeding certain thresholds, the Bank Secrecy Act may require that taxpayer to report the account yearly to the Department of Treasury. This is done by electronically filing a Financial Crimes Enforcement Network (FinCEN) 114, Report of Foreign Bank and Financial Accounts (FBAR).

Highlights

  • Complete FinCen Form 114
  • Advise clients with respect to foreign bank and financial asset required reporting


Speaker(s)

Michael J Tucker, Ph.D., LL.M., J.D., CPA

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

 

 


You May Also Like

Nonprofit Taxation: Understanding the New Rules Webinar
Jan. 24 | Webinar
A discussion of the latest tax provisions from the recent Tax Cuts and Jobs Act and their impact on non-profit entities, including charities, hospitals, and universities. This course qualifies for ...
Monthly Tax Update with Mike Tucker and Jeff Jacobs Webinar
Jan. 24 | Webinar
The Monthly Tax Update is designed to keep general tax practitioners current by providing them with the latest and most important tax developments relating to individual and business taxation. Tax ...
Real Estate Tax Update Webinar
Jan. 24 | Webinar
This program addresses the recent changes imposed by the Tax Cuts and Jobs Act that real estate owners and investors need to know, including Section 199A, the new Section 163(j) ...