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

Tips on Improving Your Nonprofit’s Charity Watchdog Ratings

Posted on , updated on

Insights10/02/2019

Nonprofit Accounting-Tax-Technology10/02/2019

Podcasts10/02/2019

In this podcast, we discuss how charity watchdog organizations such as Charity Navigator, BBB Wise Giving Alliance, and GuideStar typically monitor and rate charitable organizations and what nonprofit leaders should be thinking about with respect to their organization’s ratings.

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