Goldin Peiser & Peiser, LLP partner Allan Peiser worked with Josh Ungerman, J.D, CPA on the presentation, "Reporting Requirements for US Citizens with Foreign Assets."
The presentation reviews the reporting requirements for US citizens with foreign assets and the remedies for non-compliance. Covered in the presentation are the appropriate tax forms needed for reporting, due dates and penalty amounts as well as the legal reporting requirements and implications of not reporting the assets. The difference between willful and non-willful certifications are also covered.
Josh is a partner at the Dallas law firm of Meadows Collier Attorneys at Law. His practice includes estate planning and family wealth transfers along with IRS controversy matters at all levels. The tax and estate matters in which Mr. Ungerman is involved are typically very complex from both a factual and legal perspective. These matters often require legal and accounting skills. Mr. Ungerman is also a Certified Public Accountant.
Allan began his career in public accounting in 1979 and is currently managing partner at Goldin Peiser & Peiser, LLP. He guides the firm's day-to-day operations and works toward the overall growth and profitability of the firm. His initiative, leadership and responsiveness have been instrumental in assisting clients in various business challenges and opportunities to a variety of industries, including manufacturing & distribution, healthcare, and construction. Allan has participated in numerous merger and acquisition transactions combining knowledge of tax and business with extensive and direct practical experience.
Reporting Requirements for US Citizens with Foreign Assets from gppcpa
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