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Americans Abroad Tax Obligations and Reporting
The webinar topics are:
Specify the U.S. income tax obligations of U.S. citizens and resident aliens living and working outside the U.S., Discuss the individual income tax reporting requirements, Explain the requirements for reporting foreign assets or investments on a Report of Foreign Bank and Financial Accounts (commonly referred to as FBAR), List the requirements for claiming the foreign earned income exclusion, Discuss relief through the Foreign Tax Credit, and Summarize the U.S. employment tax obligations of U.S. citizens and resident aliens living and working outside the U.S. Reviewed 06/28/2023
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Bankruptcy and the IRS
This webinar will provide an overview of the roles of IRS Specialty Collection - Insolvency, how to properly notify the IRS of a bankruptcy filing, the effect of bankruptcy on taxes and tax liabilities, and much more. Reviewed 02/03/2022
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Bankruptcy and the IRS
This webinar will discuss:
Exceptions to discharge
Effects of Automatic Stay
Valuation of secured Notice of Federal Tax Lien
Debts accrued during filing year
Unfiled pre-petition returns
Individual liability for corporate tax liability
Plan feasibility
Technological advances
Plus, a live Q & A Reviewed 05/18/2023
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Bankruptcy and the IRS Presented by Chief Counsel
This webinar will discuss the roles of IRS Specialty Collection, Chief Counsel, U.S. Attorney's and Department of Justice. It will also discuss how to properly notify the IRS of a bankruptcy filing, and much more. Reviewed 09/30/2022
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Employee Retention Credit
This webinar is presented by the Office of Fraud Enforcement and National Fraud Counsel. The webinar will provide an overview of the Employee Retention Credit (ERC), discuss key areas of ERC compliance, list characteristics of potential ERC fraud, describe ways to report potential ERC fraud and steer your clients away from it and a Q & A session. Reviewed 07/31/2023
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Estate and Gift Tax
This webinar will:
-Discuss basic responsibilities and filing requirements after someone dies
-Explain the basics of Federal estate and gift tax, including the filing requirements for estate tax returns and gift tax returns
-Highlight recent developments
-Plus, a live Q & A Reviewed 02/08/2023
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FATCA Responsible Officer Certifications of Compliance
This webinar will help you understand the Foreign Account Tax Compliant Act (“FATCA”) Responsible Officer (“RO”) certification requirements, differentiate between a Certification of Preexisting Accounts (“COPA”) and a Periodic Certification and much more. Reviewed 10/20/2020
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File Error-Free Form 1023-EZ Webinar
In this presentation, you’ll learn who can use Form 1023-EZ to apply for tax exemption, and how to submit an error-free form. Reviewed 02/18/2021
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Furnishing Form 1099-G Electronically
This presentation explains everything you need to know to successfully furnish Form 1099-G electronically. It also answers questions you might have about the process. Reviewed 09/29/2021
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Internal Revenue Service and Federal Trade Commission presents: Scams, Tax Related Identity Theft and Identity Protection PIN
Objectives:
- Learn about common consumer and tax-related identity theft scams
- Identify methods for reporting and recovering from Identity Theft
- Understand how identity thieves trick their victims into providing personally identifiable and financial information
- Learn about the IRS Identity Protection Personal Identification Number Program
- Discover how to avoid bad return preparers
- Hear about resources to protect yourself from identity thieves
- Learn about IRS? partnership with the Security Summit
- Plus, a live Q & A Reviewed 02/10/2023
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K2/K3 With a Focus on the Foreign Tax Credit - Individuals
This webinar will:
- Provide an overview of the new schedules K2/K3, their purpose & history
- Discuss the various parts of the K2/K3 with special emphasis on Part I, Part II and Part III
- Explain the exception to filing the Schedules K2 and K3
- Plus, a live Q & A Reviewed 02/15/2023
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Practical Considerations - Foreign Tax Credit - Form 1116
This webinar will cover:
- Provide FTC Overview
- Discuss FTC Limitation
- Discuss Concepts of Sourcing and Categorization
- Analyze Details of Form 1116 and new Schedules
- Go over 2020 Form 1040/Form 1116 Example
- Plus, a live Q & A Reviewed 02/13/2023
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Preparation of Form 1040-NR, U.S. Nonresident Alien Income Tax Return
This webinar will identify: Where to report various types of income and expenses on a Form 1040-NR; The common types and tax treatment of effectively connected income (ECI) and non-effectively connected income (non-ECI); Changes made to the 2022 Form 1040-NR; Plus, Q & A Reviewed 10/05/2023
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Qualified Educational Assistance Programs, IRC Section 127
The webinar will: Explain the meaning of Educational Assistance under IRC Section 127; Explain employer responsibilities for educational assistance; Explain key terms under employer educational plans; Explain what income is excludable from gross income under IRC section(s) 127, 117, 162, 212; plus a live Q&A session Reviewed 09/20/2023
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Sale of Partnership Interest
This webinar will review the tax law relating to the sale of partnership interest tax issues, gain insight to common issues encountered during the sale of partnership interest, and much more. Reviewed 12/10/2020
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Streamlined Domestic Offshore Procedures, FBAR and Form 8938
This presentation will:
- Explain the Streamlined Domestic Offshore (SDO) Filing Compliance Procedures
- Provide an overview of the Report of Foreign Bank and Financial Accounts (?FBAR?) filing requirements
- Discuss Form 8938 ? Statement of Specified Foreign Financial Assets
- Plus a live Questions and Answers sesion Reviewed 02/13/2023
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Taxation of Nonresident Alien Individuals
This webinar will: Explain generally how nonresident alien (NRA) individuals are taxed; Identify the common types and tax treatment of effectively connected income (ECI) and U.S. source nonbusiness fixed or determinable, annual or periodical (FDAP) income; Identify the common types of deductions and tax credits available to NRAs; and Provide a live Q & A. Reviewed 08/23/2023
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Tip Agreement Year-End Reporting Obligations
This webinar will discuss year-end reporting obligations for those with Tip Agreements. Topics will include required annual reports, tips on improving year-end reporting for Form 14439, and much more. Reviewed 01/11/2022
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U.S, Taxation of Foreign Students and Scholars
This webinar will explain the basic U.S. tax residency rules, identify common types and tax treatment of income earned by foreign students nd scholars, and much more. Reviewed 10/21/2021
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Understanding the Basics of Virtual Currency
This webinar provides an overview and answers the questions: What is virtual currency? How do virtual currency transactions work? What is the blockchain? ...and more. Reviewed 09/18/2018
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Understanding the New Form W-4
The IRS issued a new Form W-4 in 2020. The new design is simple, accurate and gives employees privacy while minimizing the burden on employers and the payroll process. And, although employees don't have to give employers an updated Form W-4, they should be encouraged to update their Form W-4. In this video about the new Form W-4, you will learn: 1. What’s new about the Form W-4, 2. Where to find instructions, 3. Where to estimate withholding. Reviewed 05/18/2021
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Uploading Forms 2848 and 8821 with Electronic Signatures
This webinar will help you understand new options for submitting third-party authorization forms and signatures electronically, review the step-by-step process for successfully uploading forms, and much more. Reviewed 12/22/2020
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W-9 Saves Time and Money
What is Form W-9? Why does a payer need to obtain them? What happens if a vendor refuses to provide one? Reviewed 06/06/2019
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What's a Lock-In Letter?
In this presentation we’ll cover: 1. What is a lock-in letter, 2. When the lock-in rate stops, 3. What’ll happen if you don’t lock-in the withholding rate.
Reviewed 12/17/2020
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When to use Forms 1099-MISC and NEC
This video describes the recent changes made to Form 1099-MISC, Miscellaneous Information and Form 1099-NEC, Nonemployee Compensation. Reviewed 02/09/2022
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Who is an employee
This presentation addresses the following topics: Workers who aren’t considered employees (such as independent contractors or statutory nonemployees); Workers who are considered employees (for example, statutory employees or common law employees); The special circumstances that exist for government entities, such as Section 218 and how it applies to your determination of whether you have an employee; How you can obtain help determining whether you have an employee by filing Form SS-8 with the IRS; and The voluntary classification settlement program and how it can help you. Reviewed 01/11/2022
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World of Offer in Compromise
This webinar will overview the definition of an Offer in Compromise, describe the Offer process and lifecycle, and much more. Reviewed 06/03/2022
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