BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:5c2bbf8d293740fc49d3d27a32cf88ce806 CATEGORIES:In-Person Chapter Meetings SUMMARY:Reporting Foreign Accounts & Assets: FBAR vs Form 8938 | Orange County Chapter Meeting 11.11.20 DESCRIPTION:
Wednesday, November 11, 2020
6:00 PM to 8:00 PM
Online Meeting via Zoom
This will be Zo
om Meeting. Once you register and pay, the Zoom link will be provided for y
ou to log in at the designated meeting time. Zoom does requi
re registration before entering the meeting. Once the meetin
g is completed, you will receive an evaluation form and your attendance cer
tificate via email.
This session will foc us on FBAR reporting and contrast it with the filing requirements for Form 8938. Do we really have to file both?! Learn to distinguish between foreign accounts and foreign assets; become familiar with reporting thresholds; be ware of the harsh consequences for non-compliance. But there’s more: Forms 3520, 5471, 8621, 8865 and 8891. Forms 926, 5472, 8300 and 8854. Find out w hat the wrath of FATCA has wrought.
Monica H aven, EA, J.D.
Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.) and is a graduate fellow and former faculty member of the National Tax Practice I nstitute®. In practice for more than 30 years as an Enrolled Agent, an Accr edited Tax Advisor® and an Accredited Tax Preparer®, Monica is a sought-aft er guest lecturer on college campuses and at community organizations. Monic a has been a long-term and active member of numerous professional organizat ions, including the National Association of Enrolled Agents, the National S ociety of Accountants, the National Association of Tax Practitioners, the N ational Society of Tax Practitioners, the California Society of Enrolled Ag ents, the California Society of CPAs, and the California Society of Account ing and Tax Professionals, as well as the Los Angeles County Bar Associatio n, the Young Tax Lawyers Committee, and the Tax Law Society.Monica welcomes every opportunity to share her experience and expertise in the classroom e ven as she maintains her Southern California tax practice which serves nati onal and international clients. Her students have said, she’s a “fantastic speaker” who can take “hard subjects and put them into concepts or analogie s that are easy to understand.” For additional information, published artic les and extensive, useful tax information, please head for Monica’s website at www.mha
2
Federal Tax Hours (Topics covering existing tax law)
CTEC: 1000-CE-482
0
IRS: 18QC1-T-01412-20-O
Intermediate (Basic knowledge he lpful)
Member Cost: $20
Non-Member Cost: $
50
Click the link below to register!
Cancellation and Refund Policy for Meeting Purchase:
Written webi nar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to info@cstcsoc iety.org. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show regi strants.
This presentation has b een designed to meet the requirements of the Return Preparer Office, the Ca lifornia State Board of Accountancy; and the California Tax Education Counc il including code 31 of Federal Regulations10.6 (g). This does not constitu te 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.
CONTACT:info@cstcsociety.org or 949-715-4192 DTSTAMP:20240328T185500 DTSTART;TZID=America/Los_Angeles:20201111T180000 DTEND;TZID=America/Los_Angeles:20201111T200000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR