Learn about international tax and asset-reporting forms and issues that affect many “everyday” clients. Participants will gain an understanding of the hot issues that the IRS is focused on, and learn to identify foreign-asset reporting issues. Participants will also learn about the fundamental forms and schedules that are necessary to keep clients—both businesses and individuals—compliant in an age where social ties and business interests are increasingly taking on global dimensions.
An overview of IRS and Treasury reporting requirements for clients with international assets and interests.
Learn to recognize when foreign assets are required to be reported.
Learn about, and learn to distinguish between, international reporting forms such as the Form 8938 and FBAR.
Learn the general reporting requirements for interests in foreign corporations, partnerships and trusts.
Freeman Law, PLLC
Founding Member
[email protected]
(214) 984-3410
Mr. Freeman is the founding member of Freeman Law, PLLC. He is a dual-credentialed attorney-CPA, author, law professor, and trial attorney. Mr. Freeman has been recognized multiple times by D Magazine as one of the Best Lawyers in Dallas and by Super Lawyers and Texas Monthly magazine. He was recently honored by the American Bar Association, receiving its “On the Rise – Top 40 Young Lawyers” in America award, and recognized as a Top 100 Up-And-Coming Attorney in Texas. He was also named the “Leading Tax Controversy Litigation Attorney of the Year” for the State of Texas by AI.
He serves on the law school faculty at SMU’s Dedman School of Law, where he teaches a federal income tax law course. He is a frequent public speaker across the country, presenting and educating on various legal topics. He is the President of the North Texas chapter of the American Academy of Attorney-CPAs, a former executive board member of the Texas Society of CPAs, and the Texas Society of CPAs chairman-elect. He is also a council member for the Tax Section of the Texas State Bar.
Mr. Freeman represents clients in litigation and disputes, with a particular focus on federal and state tax controversies, as well as white-collar and financial disputes, both civil and criminal. He handles IRS audits and other investigations and represents clients facing tax and white-collar or financial-related charges. He also advises and assists clients with tax and regulatory compliance, including domestic and international tax planning and regulatory reporting requirements, as well as cryptocurrency and Blockchain implementations.