Immigration 101 & Int'l Reporting Requirements for Tax Preparers
Central Valley Chapter Virtual Meeting

Date and Time:

Tuesday, August 25, 2026
2:30 to 4:30 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Topic Description: 

This presentation provides tax preparers with a practical overview of key immigration and international tax issues that commonly arise when serving immigrant, nonresident, resident alien, and U.S. citizen clients with foreign ties. Attendees will learn how immigration status can impact tax filing obligations, residency determinations, Social Security and Medicare withholding, foreign income reporting, FBAR/Form 8938 requirements, foreign gifts and trusts, passport revocation risks, economic impact payment eligibility, and common reporting mistakes involving foreign accounts, assets, virtual currency, and NFTs. The goal is to help preparers identify red flags, ask better intake questions, and avoid costly compliance errors for clients with cross-border facts.

Presenter(s):

Sophia Ahmad
Sophia Ahmad is the founder of Sophia Ahmad Law, APC, where she focuses on tax, corporate, and immigration law. Born and raised in the San Francisco Bay Area, Sophia graduated magna cum laude from the University of Nevada, Las Vegas, and earned her law degree from SMU Dedman School of Law, where she served as a Student Attorney and Clinic Chief at the SMU Federal Taxpayers Clinic. She also interned with the IRS Small Business/Self-Employed Division and worked with her family’s CPA firm before opening her own practice. Sophia is active in several professional organizations, including Women in Tax, the American Immigration Lawyers Association, and the Alameda County Bar Association. Sophia is also a proud mom of two boys, ages 1 and 2.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02296-26-O
CTEC: 1000-CE-05783

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost: (if registering before August 19, 2026 at 11:59 PM PST)
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Cost: (if registering after August 19, 2026 at 11:59 PM PST)
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Registration:

Click the link below to register!

Cancellation and Refund Policy for Meeting Purchase:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.