On-Demand: 2022 November Solutions Room - FBARs and FATCA for Individuals
Course Description
For US Citizens and Green Card Holders living outside of the United States, there is more to worry about than simply filing your tax return. With the implementation of FATCA and the Intergovernmental Agreements, US filers have had their foreign investments exposed. This course will discuss the proper reporting of information on FBARs, FATCA regulations, and other tax filer issues with international investments.
Learning Objectives
- Identify the Foreign Bank Account Reporting requirements.
- Identify FATCA and how it affects US individual tax filers.
- Define the penalties for noncompliance.
- Identify the options if you need to correct any previous compliance issues.
Presenters
Katrina Haynes, CPA, CAA
Katrina started Haynes & Associates in 2015 and until recently worked as the Global Mobility Tax Manager for The Coca-Cola Company. She has 20+ years of experience serving clients with a global workforce, providing tax, compensation and mobility consulting to a wide range of multinational companies with operations in numerous tax jurisdictions.
Read the full bio here!
Katrina started Haynes & Associates in 2015 and until recently worked as the Global Mobility Tax Manager for The Coca-Cola Company. She has 20+ years of experience serving clients with a global workforce, providing tax, compensation and mobility consulting to a wide range of multinational companies with operations in numerous tax jurisdictions.
Read the full bio here!
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.