Lesson 5 discusses what happens after the exam. How are the results that the IRS identified in Lesson 4 dealt with? We will discuss the… Read More »Lesson 5: What Comes After the Exam CPE
Lesson 3 walks through what to expect in an audit, focusing on the general items the IRS will request. The general items that may be… Read More »Lesson 3: Items Requested Under Audit CPE
Lesson 5 provides a very high level of reporting under Chapter 4 of the Internal Revenue Code or FATCA including what must be reported from… Read More »Lesson 5: Chapter 4 or FATCA Reporting CPE
Lesson 3 discusses the types of tax documentation (W8 series of forms) that a non-U.S. Beneficial Owner would provide to a Payor or Withholding Agent.… Read More »Lesson 3: Chapter 4 and Account Opening CPE
Lesson 2 defines key terms that will aid in the discussion of Chapter 4 of the Internal Revenue Code or FATCA.