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TAX2207. Global Investing and Information Reporting for High Net Worth Individuals

To submit a question or participate in polling, click the link above. This session will look at the most common International Information Reporting requirements that High Net Worth Individuals encounter.

Learning Objectives:

  • Recall the most common International Information Returns filed by High Net Worth Individuals
  • Recognize the penalties for failure to file
  • Identify the options to remedy non-compliance
Date/Time
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-5 years in the profession
Advanced Preparation
None
Session Tags
TAX
EA
Investments and Wealth Institute CE