2022 August Solutions Room: The Roles of Enrolled Agents Under the Corporate Transparency Act

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Description

2022 August Solutions Room: The Roles of Enrolled Agents Under the Corporate Transparency Act
IRS Program #: X9QQU-T-00882-22-O
CE: 1 IRS CE credit (for live attendance only, NOT for on-demand)
Speaker: Fernando Juarez, EA

Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives attendees a unique opportunity to ask questions directly to the experts! Free for members!

The Corporate Transparency Act (CTA) enacted in 2021, imposes new compliance requirements to owners of small businesses. More relevantly, under the broad language of the CTA, Enrolled Agents may be subject to new obligations. This course will analyze the CTA and will identify the critical points relevant to EA’s practice, including how to better assist their clients and how to properly comply with the CTA regulations.
Learning Objectives:

Identify key compliance obligations under the CTA for small business owners.
Determine the role of EAs under the CTA.

Be able to advise on compliance obligations included in the CTA.

Contributors

Fernando Juarez, EA

Fernando Juarez, Esq., LL.M. EA, is a member of the International Tax Practice at Freeman Law. He advises on complex U.S. and international tax planning. His practice focuses on domestic and cross-border transactions. His experience also includes voluntary disclosures, FBARs and international compliance.

Fernando’s expertise in tax planning extends to Fortune 500 companies, family offices and medium & small businesses. His primary areas of expertise include inbound & outbound structures for international investors and cross border transactions.

Fernando received his law degree from the Escuela Libre de Derecho in Mexico City and holds a Master’s in Laws from Stanford Law School, where he served as the first Hispanic Chair of the Stanford Tax Club. He is licensed to provide tax advice in the U.S. and Mexico.

Currently, he is a National Reporter for the Observatory for the Protection of Taxpayer’s Rights by the IBFD.

Speaking engagements include the Organization for the Economic Cooperation and Development (OECD) in Paris, France; the Tax Executives Institute in Houston, the Start Up Week in San Antonio, the Hispanic Chamber of Commerce in Texas. Fernando has published multiple tax articles with international editors such as Thomson Reuters and the International Bureau of Fiscal Documentation (IBFD) in the Netherlands.