Volusia County - Foreign Tax Update – FBAR & FATCA Compliance SSARs Update - Reviews, Compilations and Engagements to Prepare Financial

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(800) 342-3197 if you wish to inquire about registering.

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Overview

2.0 Credits
IN-PERSON

Foreign Tax Update – FBAR & FATCA Compliance
Credit(s) and Type: 1 | Technical Business
Speaker Name: Justyna Mueller, CPA, Sr. Mgr, James Moore & Co.

Justyna will be presenting 1-Hour of Technical Business CPE with an Overview of Foreign Tax Reporting and Compliance. This presentation will be focused on the Foreign Tax issues that many of you face in your tax practice, including FBAR, FATCA, Form 114, Form 8938, Form 5471 and Form 3520 Filing Requirements. She will also provide an overview on Reporting for Foreign Pass-Through Entities, Foreign Trusts, Foreign Owners of US Real Property (FIRPTA) and US Owners of Foreign Corporations. Justyna will also cover fines and penalties, IRS & DOJ enforcement, withholding requirements, voluntary disclosure remedies and practical guidance on foreign account tax compliance.

Justyna Mueller, a Certified Public Accountant in the state of Florida, is a tax manager with numerous years of experience assisting clients with accounting, QuickBooks, tax planning and tax compliance. Her focus is on the hotel industry, offshore reporting, taxation of foreign individuals and corporations who invest in the United States, and taxation of U.S. citizens working abroad.  She also works extensively with real estate owners and investors, startup companies, and entrepreneurs and serves as an integral member of the Real Estate Services Team.

SSARs Update - Reviews, Compilations and Engagements to Prepare Financial Statements
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: Jerome F. Cruitt, CPA, Adjunct Faculty at ERAU and Stetson University

Jerome will be presenting 1-Hour of Accounting & Auditing CPE on Reviews, Compilations and Engagements to Prepare Financial Statements. This presentation will provide an update on current SSARs focusing on SSARs No. 24, Omnibus Statement on Standards for Accounting and Review Services – 2018, which is effective for compilations and reviews of financial statements for periods ending on or after June 15, 2019, with early application permitted. He will also provide an overview of SSARs 21, 22, & 23, with a focus on preparation requirements, compilations, and pro-forma financial statements. The presentation will close with practical guidance on the current state of the industry for reviews, compilations and financial statement preparation as well as the impact of cloud computing and accounting service providers on these traditional CPA services.

Jerome has over 20 years of auditing and corporate reporting experience with KPMG, OneBeacon Insurance Group and HCC Surety and Credit, and is currently serving as Adjunct Faculty at both ERAU and Stetson.

Chapter Registration Contact
Name: Emily Higgins
Email: volusiaficpa@gmail.com
Phone: (386) 385-8250

Meal Description

Choice 1 - Chicken Pasta Au-Poivre - Creamy Brandy Fettucine

Choice 2 – Macadamia Sesame Seed Cobia – Coconut Ginger Jasmine Rice

Member Cost 35
Non Member Cost 55
Student Cost: 0

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    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs


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Sponsor Information

SCORE Volusia-Flagler

149 S Ridgewood Ave, Suite 301

Daytona, FL 32114

Tel: (386) 255-6889

Email: info@score87.org

Sessions/Options

Please select the appropriate session or option below to continue with your online purchase.

Wednesday, June 12, 2019

Meal Section

General Session