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Form 5471: The Indirect and Constructive Ownership Rules

Sometimes it is obvious when a U.S. taxpayer needs to file a Form 5471. However, with the indirect and constructive ownership rules, it is not always so obvious. A seemingly unrelated taxpayer may need to report ownership. This session will review all the rules in-depth and apply them to relatable examples to determine whether your clients need to file. At the end of this session, you will have all the tools you need to have an uncomfortable yet important conversation with your client.

Presenter: Phil Hodgen

Materials: Dropbox