Join us for an educational webinar to learn more about Foreign Account Tax Compliance Act (FATCA) and the impact and opportunities for your business. Companies may be surprised to learn that their entities fall under the purview of FATCA, or that they have operational areas that make or receive payments subject to FATCA. During this session Shannon Lemmon, International Tax Services Partner at Eide Bailly, will discuss:
• What is FATCA?
• Why FATCA?
• Who Does FATCA Affect?
• Type of Withholding Required
• FATCA Withholding Exceptions
• Tips for FATCA Compliance
Kim, NJ
"This is the third webinar that I have taken with CPAacademy.org and I am beyond impressed with the quality of the speakers and their presentation materials. I am also very impressed with how useful and relevant the topics have been. I have learned a lot of really helpful information that will help me in my practice immediately. I was able to get questions answered through the group Q&A. I will definitely be making CPAacademy.org part of my regular and ongoing CPE program. Thank you so much for making this available to us in the profession!"Eileen, CA
"This subject has been coming up quite a bit lately with my clients, and I got some real insight into this subject. The presenters were knowledgeable and spoke clearly and in exact terms. It was easy to follow as the power point was given ahead of the webinar so I could follow along and make notes. Would recommend to anyone if they see a topic that interests them."Bhanumathi, CA
"I really liked the subject matter. I was thinking that the presenter will also get into the individual issues in reporting foreign earned income from investments, etc. so, I was little disappointed. It would be nice if you can provide a webinar on how to report earnings from foreign investments by individuals, sale of foreign investments by individuals, FBAR, etc."Laurie, WA
"I have attended other sessions on FACTA that were clearly intended to make me feel ill prepared. This session used polling questions (to track attendance) and the questions themselves made me realize I am not the only person new to this and just trying to understand.the rules. Excellent training!"Kent, MA
"I have participated in a few FACTA presentations, and this one was by far the best. It was will organized and very direct with what was important to the participants. The presenters were excellent and seemed to have practical experience and not just theoretical knowledge. Outstanding!"Marivic, CA
"With the government implementing FATCA , it's good to know which Forms are needed and who needs to file. Shannon and Aaron were able to impart these to the participants."Joseph, MA
"Outstanding! One of the most beneficial webinars I ever intended. A lot of information was coveyed in an understandable manner in a very short period time."Gary, CA
"Very interesting the reach and arrogance of Uncle to cross into other foreign jurisdictions in an effort to collect tax & penalties and threats on Banks."
Eide Bailly LLP
International Tax Services Partner
slemmon@eidebailly.com
(303) 459-6750
Shannon has more than 14 years public accounting experience and a diverse background in the international tax area. She provides specialized tax services and is responsible for assisting clients, educating staff and providing thought leadership on international tax matters. Shannon is experienced in the areas of inbound and outbound international tax planning and compliance issues and financial statement reporting requirements for foreign investments. Other areas of expertise include tax efficient structuring/restructuring, acquisition and disposition structuring, FIRPTA, foreign tax credit maximization, earnings and profits, IC-DISC (U.S. export incentive), offshore voluntary compliance initiative filings, foreign exchange gain/loss, withholding and reporting, U.S. tax treaty benefit analysis, transfer pricing, repatriation planning, dual consolidated losses, ASC 740 reporting, U.S. international form compliance and taxable presence risk analysis.
Eide Bailly LLP
Senior International Tax Associate
aboyer@eidebailly.com
701-255-8477
Aaron has 5 years of private and public accounting experience, particularly related to entity taxation, with an emphasis in partnership and S-corporations. Aaron specializes in Inpat/Expat compliance, foreign entity structuring, and IC-DISCs. Aaron is located in the Golden, CO office.