Our EO tax specialists will analyze financial and related data to determine activities that should be disclosed and whether additional filings are required such as:

  • Form 114 – Foreign Bank and Financial Accounts Report (formerly the TD F 90.22-1)
  • Form 926 – Return by a U.S. Transferor of Property to a Foreign Corporation
  • Form 3530 – Annual Return to Report Transactions with Foreign Trust and Receipt of Certain Foreign Gifts
  • Form 5471 – Information Return of U.S. Persons with Respect to Certain Foreign Corporations
  • Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  • Form 8865 – Return of US Person with Respect to Certain Foreign Partnerships
  • Form 5713 – International Boycott Report Form 1042 – Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
  • Form 1042S – Foreign Person’s U.S. Source Income Subject to Withholding
  • W-8BEN –Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individual)

 

Sample International Tax Resources:

Reporting Foreign Transactions

When to Obtain Form W-8BEN from a Foreign Person

INSIGHTS & RESOURCES

2019 Nonprofit CFO of the Year Awards: Celebrating Nonprofit CFO Excellence

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Firm News05/30/2019

Insights05/30/2019

Help recognize the efforts and achievements of an exceptional CFO whose leadership has made an impact.  Nominate a CFO for the 2019 Nonprofit CFO of the Year Awards. Winners will be formally recognized at the 2019 Nonprofit CFO of the Year Awards Luncheon on October 10, 2019 at the Capital Hilton in Washington DC.

Important Compliance Updates for DC Organizations

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Exempt Organization Tax05/29/2019

Insights05/29/2019

As states move to streamline their tax and reporting systems, more filings are being offered for submission through electronic channels such as state business portals. The District of Columbia has been no stranger to this phenomenon, with multiple portals available through their Office of Tax and Revenue (OTR), the Department of Consumer and Regulatory Affairs (DCRA), and the Department of Employment Services (DOES).

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