Webinar (CA): Indirect and Constructive Ownership Rules for Form 5471

Description

Sometimes it is obvious when a U.S. taxpayer needs to file a Form 5471. However, with the indirect and constructive ownership rules, it is not always so obvious. A seemingly unrelated taxpayer may need to report ownership. This session will review all the rules in-depth and apply them to relatable examples to determine whether your clients need to file. At the end of this session, you will have all the tools you need to have an uncomfortable yet important conversation with your client.

Learning Objectives

• Learn about Form 5471 filing categories
• Learn about indirect and constructive ownership rules
• Determine how an unrelated party becomes a Form 5471 filer

Major Topics

• Form 5471
• U.S. shareholder of a foreign corporation
• Constructive ownership

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Accounting
1
TBD
Who Should Attend

CPAs and Lawyers.

Instructor(s)
Philip Hodgen
Prerequisites

None

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Sep 24, 2021
1:00 pm - 2:00 pm MDT
Location
Webinar
Total CPE Credits
1
Format
Webinar

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$39.00

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$49.00
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Webinar (CA): Indirect and Constructive Ownership Rules for Form 5471


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