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January 16, 2018
9:00AM - 11:00AM ET



Course Description

The IRS has been aggressively pursuing unreported foreign accounts since 2009, with no sign of letting up any time soon. Taxpayers with offshore accounts will be subject to increased scrutiny, if not already. This course is designed to ensure that your clients with foreign accounts remain compliant and secure. Learn about the filing requirements for FBAR and applicable penalties for late filing as well as available voluntary disclosure and settlement programs.  


Robert (Bob) E. McKenzie, EA, Esq.

Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media appearances, including on Dateline NBC and ABC World News Tonight.

Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of the IRS Advisory Council (IRSAC), a group appointed by the IRS Commissioner.

Bob is the author of Representation Before the Collection Division of the IRS as well as the coauthor of Representing the Audited Taxpayer Before the IRS and Representation Before the United States Tax Court.

Course Specifics

Apr 17, 2017

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01165-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2072
CTEC Course ID: 2071-CE-1119
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

•Recognize the multiple tax filing requirements for taxpayers with foreign income and assets

•Specify the filing requirements of foreign trusts/partnerships and their beneficiaries/partners

•Recognize what to do when clients who should have filed didn't and how to correct these failures

•Reduce penalties using the IRSs latest voluntary compliance program

•Specify the IRS's current procedures for the correction of foreign filings

•Cite the penalties and/or prosecution ramifications for unfiled forms

•Use IRS programs to reduce penalties

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