Register for our free one hour webinar series!
What Tax Professional Should Know About Foreign Tax Forms and Penalties
Tuesday, September 1 at 12pm (CST)
Speaker:
Matthew L. Roberts, J.D., LL.M., Partner
About this Webinar
Overview
The IRS continues to aggressively seek penalties against taxpayers for late or improperly filed international information returns, such as FBARs, Form 8938, Form 3520 and Form 3520-A. Tax professionals who represent their clients in defenses against these penalties must be aware of the current legal landscape, which has changed dramatically in the last few years. This course will provide a summary of foreign information returns and applicable penalty defenses, including reasonable cause.
Key Topics
- Identify when foreign information returns must be filed
- Evaluate strategies to help clients avoid or mitigate foreign information return penalties
- Understand foreign information return penalty defenses
Details
Course Level: Basic
Prerequisite: None
Cost: Free
CPE and MCLE Credit Info:
Course Number: 174333152
CPE Credit: 1.20 Hrs.
MCLE Credit: 1.00 Hr. (Approval Pending)
CFP Credit Info:
CFP Program ID: 352462
CFP Credit: 1.00 Hr. (Approval Pending)
This Event Begins in:
About the Speaker
Matthew L. Roberts, J.D., LL.M.
Partner
Board Certified in Tax Law by the Texas Board of Legal Specialization, Matthew L. Roberts is a tax litigator and trusted advisor with significant experience in counseling both domestic and international clients in civil and criminal tax liability matters. He routinely handles IRS and government examinations and investigations, administrative appeals, collection, and litigation proceedings. Mr. Roberts also advises clients on complex tax planning matters including issues related to the taxation of settlements and judgments, theft losses, and other tax losses.
Mr. Roberts has served as counsel of record in over one hundred United States Tax Court cases, representing clients in controversies ranging from $100,000 to $100 million. He routinely represents high-net-worth individuals, entrepreneurs, non-profits, fiduciaries of trusts and estates, partnerships, and corporations in varied industries including oil and gas, financial services, and real estate.
Clients routinely rely on Mr. Roberts for guidance on best practices to prevent or mitigate financial and criminal repercussions of government tax inquiries. He manages tax compliance and reporting matters—such as voluntary disclosures to address unfiled or incorrect returns—and advises on international tax reporting and penalties (e.g. IRS Forms 3520, 5471, and FBAR). Mr. Roberts also advises taxpayers on complex tax reporting positions.
Read his full bio here. You can contact Mr. Roberts at 214-744-3700 or by email at mroberts@meadowscollier.com.
Register for this FREE webinar!
About Meadows Collier
At Meadows Collier, we are dedicated to supporting continuing education of tax professionals including CPAs, CFPs, and legal experts. We offer free monthly webinars and presentations that provide CPE, MCLE, and CFP credits where applicable. Most firm lawyers hold an LL.M. in Taxation and/or are Board Certified in Tax Law by the Texas Board of Legal Specialization. These free webinars cover a wide array of topics relevant to CPAs, business leaders, legal professionals, and tax specialists. Our webinar topics include federal and state tax updates, IRS enforcement and initiatives, estate planning, corporate tax issues, tax controversy and litigation, and more. Stay informed about the latest developments and gain valuable knowledge from industry leaders. Sign up today to enhance your expertise and navigate the evolving economic landscape with confidence. Tax professionals can rely on Meadows Collier for high quality continuing education.
Founded in 1983, Meadows Collier is a nationally recognized law firm based in Dallas, Texas, specializing in all areas of taxation. Our expertise spans a wide range of complex tax and business matters, including federal and state tax issues, white-collar criminal defense, government regulatory defense, cryptocurrency and digital asset management, wealth planning, corporate law, real estate transactions, and other commercial legal needs. We represent both businesses and individuals in high-stakes litigation, providing solutions for the most challenging tax situations. Tax professionals trust Meadows Collier for comprehensive legal support and expert tax solutions.