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Indirect and Constructive Ownership Rules for Form 5471

Sometimes it is obvious when a U.S. taxpayer needs to file a Form 5471. However, indirect and constructive ownership rules are not always so apparent. 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 essential conversation with your client.

Presenter: Phil Hodgen

Materials: Dropbox