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Foreign Accounts: Client Case Studies and a Deeper Dive

FOREIGN ACCOUNTS: CLIENT CASE STUDIES AND A DEEPER DIVE

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 12, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Join tax pro Abby Eisenkraft as she discusses detailed case studies from her global tax practice. We'll examine in further detail the foreign account interview and reporting process as well as fixing foreign account omissions, etc. When potential clients call you and tell you that their filings are "easy" AND you do a proper interview, you will be better prepared to quote correctly for the work involved!

Learning Objectives:


  • Determine how to dig deeper based on the client conversation (what they say and what you hear)

  • Identify the scope of the work so you can properly provide a quote

  • Distinguish the correct amnesty-type programs to fix errors

  • Recognize when you should pass on a client in order to protect yourself

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Choice tas solutions

Abby Eisenkraft is the CEO of Choice Tax Solutions Inc. She is a federally licensed Enrolled Agent (EA), an Accredited Tax Advisor (ATA), AccreditedTax Preparer (ATP) and a Chartered Retirement Planning Counselor (CRPC). Abby started her career in tax as a preparer, and quickly gained a reputation for successfully dealing with difficult tax problems, including those previously unsolvable by other tax professionals. She currently specializes in tax controversy cases such as federal and state tax audits, non-filer cases, residency audits, international matters, etc. Abby is passionate about defending taxpayer’s rights before the IRS and State Taxing Authorities. She is a speaker on various tax and financial topics, a consultant (specializing in the self-employed), and is often quoted in the press as a tax and financial expert. She is the author of the new book "101 Ways to Stay Off the IRS Radar", available at Amazon and select bookstores.

About Our Presenter

Choice tas solutions
Choice Tax Solutions Inc. specializes in tax preparation, audit representation, solving tough tax problems, retirement planning, and more. We work with taxpayers in all states, and serve international clients with U.S. tax filing requirements.