Webinar: Form 3520-A: When to File, What to Report

Has a client mentioned a foreign trust without realizing the IRS expects a detailed annual report? This webinar unpacks when Form 3520-A is required and what needs to be disclosed under IRC §6048. We’ll cover income and asset reporting, ownership details, and how this form connects with Form 3520—so you’re ready when that surprise trust turns into a compliance issue.

Presenter: Phil Hodgen