This manual is a reference for tax professionals preparing individual returns with guidance for which IRS forms need to be filed for individual US taxpayers, as will as which forms need to be filed directly with FinCen.
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At the conclusion of this course, the student will be able to determine when and which special IRS forms need to be filed for US citizens and resident aliens with foreign income, assets or received gifts, bequests or distributions. An incredibly valuable 1-page grid provides quick reference. The manual then guides the student in preparing and complying with direct filings with the Treasury Department including the new beneficial interest filing requirement for 2024.
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
FTR10903
Registration is open through 09/02.
1:00pm to 2:00pm (Check-In 12:30pm)
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1735 Alliant Ave. Louisville, KY 40299
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September 2, 2025
September 3, 2025