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FORM 8621 UPDATE: CONSOLIDATED FORMS GUIDE (V17.03.02)

New Features Consolidated Forms Guide Export consolidated tax software grids for Schedule D and Schedule B Form 1040 Statements for consolidated report: Line 21, Additional Tax and Interest, Form 1116 Line 12 Election in settings to use or opt out of the new consolidated reporting. List Reference ID in Forms and Fund list Order forms...

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Foreign Earned Income Exclusion & Other Things International Training

Hampton Roads Chapter, Virginia Society of Enrolled Agents 1500 N. Military Hwy, Norfolk, VA, United States

A basic overview of IRC 911 Foreign Earned Income Exclusion covering who can and cannot take advantage of the exclusion, is it always the best option, and some often overlooked nuances to completing Form 2555. Form 2555 will be following by a quick review of other forms that may need to be filed by Americans working or living abroad.

Stop by and visit our exhibit at NYU 76th Institute on Federal Taxation Conference

76th Institute on Federal Taxation-New York Park Avenue at Grand Central Station, New York, NY, United States

We are pleased to announce that we will be attending the NYU 76th Institute on Federal Taxation Conference on October 22 and October 23. Stop by and visit Mary Beth Lougen EA USTCP at our display in the vendor’s area. See the software in action and check out our finished product!

Training: PFICs – Uh-Oh and Oh Yes! Potential Issues and Benefits

20th Annual International Tax Symposium – Dallas Cityplace Events, 2711 N. Haskell Avenue, Dallas, TX, United States

The presentation will provide a discussion on some unintended PFIC consequences and some even more unintended ways to make PFICs work for your clients.  We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

Training: PFICs – Uh-Oh and Oh Yes! Potential Issues and Benefits

20th Annual International Tax Symposium - Houston University of Houston Student Center South, Houston, TX, United States

The presentation will provide a discussion on some unintended PFIC consequences and some even more unintended ways to make PFICs work for your clients.  We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

Trainings: PFICs – Identification, reporting, elections and Case Study

2017 International Tax Program in NYC 1717 Broadway, New York, NY, United States

This is not your standard session on what is a PFIC and how is it taxed, it is more strategy based and give the participant a different way to look at PFICs. We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

Stop by and visit our exhibit at NYU 76th Institute on Federal Taxation Conference – Fairmont San Francisco

NYU 76th Institute on Federal Taxation Conference - Fairmont San Francisco FAIRMONT HOTEL, 950 Mason St, San Francisco, CA, United States

We are pleased to announce that we will be attending the NYU 76th Institute on Federal Taxation Conference in San Francisco on November 12 and November 13. Stop by and visit Mary Beth Lougen EA USTCP at our display in the vendor’s area. See the software in action and check out our finished product!

Stop by and visit our exhibit at the Federal, State, Local and International Taxation Conference

Federal, State, Local and International Taxation Conference 333 Universal Hollywood D, Universal City, CA, United States

We are pleased to announce that we will be attending the 34th Annual National Institute on Criminal Tax Fraud and Seventh Annual National Institute on Tax Controversy Conference in San Francisco on November 15 to November 17. Stop by and visit Mary Beth Lougen EA USTCP at our display in the vendor’s area. See the...

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Stop by and visit our exhibit at the 34th Annual National Institute on Criminal Tax Fraud Conference

34th Annual National Institute on Criminal Tax Fraud and Seventh Annual National Institute on Tax Controversy 3131 Las Vegas Blvd S, Las Vegas, NV, United States

We are pleased to announce that we will be attending the 34th Annual National Institute on Criminal Tax Fraud and Seventh Annual National Institute on Tax Controversy Conference in San Francisco on December 6 to December 8. Stop by and visit Mary Beth Lougen EA USTCP at our display in the vendor’s area. See the...

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FORM 8621 UPDATE (v18.01.00)

Update Currency update 2017 December 2017 interest and tax rates 2017 forms and calculations Enhancements Currency setting by funds, not by account