This webinar focuses on the Report of Foreign Bank and Financial Accounts (FBAR)(Form 114) and Form 8938.
We discuss the filing thresholds for both forms, the types of accounts and assets that are required to be reported, the information to be reported, as well as some of their nuances; such as what exchange to use and how to report joint accounts.
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Hi! I am Jimmy Sexton, LL.M. - Founder & CEO of Esquire Group. I founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning.
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-------------------------------------------------DISCLAIMER-------------------------------------------------------
This video is prepared for educational purposes only. This video is not legal, tax or any other type of advice. Each individuals’ circumstances are different, you should seek legal and/or tax advice to address your specific situation and any questions you may have.
19 сен 2024