CPAacademy.org | INTERNATIONAL TAX AND ASSET-REPORTING COMPLIANCE FOR

Bonnie, HI

"In a thorough and thoughtful manner, Mr. Jason Freeman brought his special expertise to the attendees as he discussed the international tax issues that are becoming more common. He observed that many people with international and foreign tax issues are everyday people who have connections with foreign countries either through family or friendships or job opportunities. Tax professionals who understand the basics of these complex topics will be able to guide their clients through the compliance issues or refer the client to another professional with more knowledge in these areas. Extraordinary speaker. I would rate this above five stars but that's "all" that they provide in the review ratings. Many thanks to CPA Academy and Mr. Jason Freeman!"

Brad, LA

"I definitely enjoyed the webinar. I am sort of new to international tax issues, but the advice I have given a recent client was an exact replica of that what was told to me today in the webinar. SO I guess I have studied well, and gotten off to a good start with these issues. I am trying to build some different niches, as there are few acocuntants in my local area that deal at all with international tax issues, FBARS, 8938s, 5471s, etc. Most only deal with 2555's, which are much easier to deal with."

Rosalie, VA

"As an EA , I take courses from a number of CPE providers. Some do not offer enough courses covering this topic. Jason was clearly knowledgeable. Yesterday I completed 2 self-study courses. One was 272 pages and the other 135 pages. I spent several hours completing them. After your webinar I will be registering for as many of your presentations as possible and will tell my co-workers how valuable and relevant your webinars have been to me."

Diana, NC

"Jason is the best presenter ever,great depth of knowledge, easy to listen and follow along, his polling questions are THE best because we actually learn something from them, mini-reivews. Please bring him back for another longer sessions which includes Q & A and we want to hear much more from him!! So grateful he offers himself as a future reference and i will be sure to contact him pronto."

Rosemarie, IN

"I can't recommend this seminar enough. If you have just one client who works outside the US or has family outside the US it is worth your time and effort. With today's global economy, $10,000 total assets at any time during the year is really a small number and the penalties for not filing correctly are really severe. You can't afford to not know what you are doing"

Elin, OK

"Thank you for a well-prepared course. My husband is one of those "everyday people" who hits almost every exception, which makes us have to determine every year exactly what our reporting requirements are with respect to his very small holdings and low foreign pension! Seminars like this help me stay on track with all the requirements."

Troy, TX

"I saw another presentation that was free from a different company, and it was all SALES PITCH. Thanks for allowing a good hour of CPE, while also allowing me to get to know you as a competent professional. Much better way of getting your name out in the marketplace than a straight sales pitch."

Eugene, PA

"There was a tremendous amount of information condensed into a one hour webinar that was very well done without one getting lost in the content. This is one of the better ones, especially for those of us who do not practice in foreign income reporting requirements."

Tudeth, TN

"This is an excellent course, Jason explained well and nicely summarized the vast amount of technical information regarding this topic in the presentation for future reference. I feel more confident in preparing FBARs and 1040NRs after the webinar. Great Job!"

Anna, CO

"For anyone entering the realm of foreign reporting, this webinar served as an excellent introduction to some of the forms, regulations, and definitions that really helped me gain a clearer picture of what is involved and required when filing these returns."

Kitty, AZ

"I am a small practice with only one client that has foreign interests. The seminars that I attend do not offer enough info on FBAR for me to feel comfortable filling out the form. Your seminar answered my questions and made me more competent Thank you."

Lance, WA

"This is one of those webinars that I take thinking it is irrelevant and only for CPE. Then part way through, an "Oh my gosh" light goes off when I think of a client who probably should have been reporting. Thanks for the wake up call information."

Orlando, CA

"As a tax attorney, I listened to Jason's presentation to learn what kind of knowledge is being delivered to tax practitioners. I was impressed with the quality and level of content. Even I picked up on an angle or two I had not considered."

Peter, TX

"This was a great introduction into some of the prevalent tax forms and issues surrounding international tax compliance. A full day or two could be devoted to the subject matter but presenter managed to cover the essentials in one hour."

Sharon, NJ

"I always find the CPAAcademy webinars very informative. I found that Jason Freeman was even easier to follow than othersl. He was relaxed with the material and did not rush through it. It made it easy for me to absorb the information."

Donna, UT

"I've 'participated' in a ton of these webinars, and others provided elsewhere. This one was particularly clear - both the presentation itself and the presenter. I'll be looking forward to more of Jason's webinars in 2016."

John, NC

"I enjoyed the course greatly, I thought that the presenter had some good personal experience to back up what he was talking about. He presented some situations that I have not encountered, but will keep an eye out for."

Virginia, MI

"Jason did an excellent job of covering the key requirements regarding when the FBAR is required. Notification of the change in filing deadlines was also very important and properly stressed in the presentation."

Shalini, VA

"Jason Freeman' webinar covered comprehensive material in just a short 50 minutes. He even presented complex examples to showcase various requirements and underlying specifics of various IRS forms and rulings."

Alexander, FL

"Outstanding presentation. Presenter was very knowledgeable and communicated ideas in a clear succinct manner. Informative from start to finish. Will look for more presentations/seminars from this speaker."

ERNEST, CA

"The webinar provided me with an excellent road map of the international tax and asset reporting requirements. I now have the tools to ensure that my clients with international accounts are in compliance."

Joanna, MD

"Good course and great instructor. Topic relevant to more people than previously thought. Instructor made topic interesting and thought provoking. I also enjoyed it more because there was no sale pitch."

Winefreda, AZ

"CPA Academy delivers the best webinar ever, greater than Accounting Today. They have so many courses to choose from. You are a great help to us Accounting and Tax Professionals. Thank you CPA Academy!"

Peggy, GA

"I struggled some with the audio fading in/out, but appreciated the information he shared. It is very important to know that the FBAR filing deadline has changed! I will definitely share that tidbit."

Kevin, CO

"Excellent presentation; one of the best of 2016. Jason dropped one practical gem after another in his rapid paced presentation. I am very much looking forward to additional sessions lead by Jason."

Meera, MD

"Jason Freeman does a great job of laying out FBAR and Form 8938s and a couple of other forms that we all might be spending more time over in the future. This was a worthwhile way to spend an hour."

Tuan, CA

"Great course. The listing of forms is greatly helpful saving time for research and prevent missing of required forms to be file. This part alone will help every practitioner. Highly recommend."

Anita, MD

"Great seminar to introduce preparers to a complex area of tax law. The examples used are typical of what is seen in practice, providing actionable takeaway knowledge from a one hour course."

Oseloka, TX

"As a sole proprietor, my biggest challenge is ongoing education. I really appreciated the technical rigor of this presentation, and it provided topics I can use to market more services."

Debbie, MN

"International taxation is becoming a hotter and hotter topic. This webinar is an excellent overview of the forms and processes to get you started understanding international taxation."

Karen, FL

"Our company is crossing international borders and the timing of this webinar was greatly needed. I appreciated the overview of what regulations we need to comply with in the future."

John, MI

"Jason was one of the best presenters I have experienced on a webinar, all information was relevant and clear in this very timely and important topic of foreign assets reporting."

Rose Ann, OH

"This was just a wonderful, informative webinar. Not knowing much about this subject, I went away with a great amount of knowledge presented in a clear concise format. Thanks!"

James, CA

"I really appreciated the emphasis on the "everyday client", making the point that many clients could have foreign account reporting requirements without necessarily knowing it."

Erin, CO

"This was a topic that I knew very little about. The content was just deep enough for me to get a broad understanding. I can now dive deeper on the areas most relevant to me."

Jerry, MN

"Great presentation. I haven't done much in Intl taxation or reporting. This seminar gave me a very good outline of what to look for. Excellent and thorough presentation."

RENE, PA

"The INTERNATIONAL TAX AND ASSET-REPORTING COMPLIANCE FOR THE EVERYDAY CLIENT was very informative and provided great information that will be useful in my practice."

Adi, MO

"The speaker was very knowledgeable, explained everything as he possibly could in the time allowed and in plain English. I would sign up for any course he presents."

Denise, TX

"This webinar was chuck full of useful information that I can refer to in the course of my tax work. I plan to do more research on the topic. Thanks again Jason!"

Tyler, AZ

"US international tax for the average client is exactly what we need, but we need it longer and need to hear it over and over and over and over and over again."

eunice, NC

"Systematically and logically set forth requirements for International reporting requirements. Sound foundation for further study and research. Thank you."

Phyllis, NY

"This webinar contained an amazing amount of good information presented clearly and comprehensively in a very short period of time. Bravo to Jason Freeman!"

Michael, IL

"Excellent presentation. Perfect intro to the topics for a novice or refresher for those some familiarity and even some takeaways for those more advanced."

Chris, AK

"The topic is highly specialized and complicated, Mr. Freeman's presentation was clear and focused on those items of highest importance for all attendees."

Robert, TX

"Jason is a great speaker and covered a lot of complex content in a short period of time. Definitely hit the key points that tax preparers need to know."

James, IL

"A great webinar! Although I have prepared some of these foreign reporting forms, I had no idea how complicated it can get under certain circumstances."

Sharen, SC

"This seminar was one of the best for ordinary international information. It is very difficult to find seminars/classes and this was a great help."

Arthur, FL

"Fine presentation and good hand-out. Good introduction to a very potentially costly area of tax practice, if you don't know what you are doing."

Matthew, TX

"Jason Freeman is a very intelligent speaker with a firm understanding of international tax issues. I really appreciate his insight and examples."

Eugenia, FL

"Enough information for an hour webinar, gave info and back round to get more information if needed. I was very satisfied with the presentation."

Moshe, NY

"This session was very informative. I particularly was pleased with the many relevant examples to reinforce the material. Thank you very much!"

Teresa, MD

"I found this seminar to be very informative and helpful. I have picked up several bits of information that will be useful to me going forward."

Charles, SC

"Webinar was great, very informative. I wish it had been longer because I felt like the instructor could have provided more useful information"

Barbara, AZ

"This was an excellent webinar. Mr Freedman is very knowledgeable and I am looking forward to attend another webinar with him as the presenter."

Alison, ON

"I thoroughly enjoyed this presentation, Jason Freeman was very knowledgeable, spoke clearly and explained the concepts presented completely."

Steve, NY

"The instructor was very informative. I really appreciated that he actually gave examples which made the lecture much easier to understand."

Marc, CA

"This program was a great overview of a complicated subject area, and Jason Freeman was a very good speaker and clearly quite knowledgeable."

Consuella, IL

"The speaker gave an excellent presentation, and I've learned more in depth knowledge of foreign asset & income reporting for my clients."

Dinora, MD

"This is one of best webinar that I have taken. I loved the Examples use because that is how I can understand better the complex rules."

Tom, NY

"This presentation was an excellent overview of the Reporting Requirements for Foreign Assets held by U.S. Citizens and/or Residents."

Sheri, PA

"I enjoyed and learned from the webinar, Jason was very knowledgeable. I would be interested in attending more of his in the future."

Doug V, AZ

"Very informative and useful information and some updates. Jason is very good at explanations and info for further research. Thanks,"

Michael, WI

"It is always a pleasure listening to Jason. He is bursting at the seams with knowledge and is passionate about sharing. Thanks!"

Loyd, SC

"Just to let you know this was a great class. Just what I was looking for to give me a basic overview of this important topic."

Maria, CA

"I learned so much in just one hour. I could have used additional time on this subject. The presenter, Jason, was wonderful!"

Robert, PA

"Anyone owning or having control of assets outside the USA needs to know the rules or they will pay dearly for ignoring them."

Emily, KS

"I continue to be impressed with the knowledge I find in these courses. The instructors do well with the what if scenarios."

Kenneth, IL

"Very good topic. We don't deal with these situations regularly so this course will help you stay on top for your clients."

Stephanie, OH

"The presenter was very knowledgeable, and he presented the information in a straightforward and easy-to-understand manner."

Thomas, TX

"Jason did a great job. Very informative and clear in an area that for most small practitioners is about as clear as mud."

Diane, NE

"This was a great webinar. Very informative and spoken in plain language that was easy to understand and grasp concepts."

Timothy, PA

"I was so hoping to get more out of this. MY FAULT, new job and many distractions caused me to lose attention at times."

Theresa, NM

"Incredible amount of information and excellent presentation regarding International Tax and Asset Reporting Compiance."

Michael, LA

"This can be a very complicated area for compliance and reporting. This seminar provided some very useful information."

Wendy, CA

"Jason was very knowledgeable and enthusiastic from the start. His joy of teaching made me want to take another course."

Jeff, IA

"Great use of examples to make complex rules easier to understand. I wish more instructors used examples like these."

ROBERT, HI

"Thanks for putting the polling questions in the print out. Very helpful. Excellent materials with this presentation."

Naren, NJ

"Great Presentation by Mr. Freeman. Very Educational and Informative Webinar for CPAs in Public and Private Industry."

Andrea, CA

"All the webinars you have done that I have attended have been just fine. Not too long and very informative. Thanks."

Caron, IL

"This was by far the best seminar I have taken on CPA Academy. Very well presented and great slides for reference."

Jeff, MO

"Jason was very knowledgeable, one of the first sessions that there was not any technology issues during broadcast."

Armando, TX

"Totally met expectations, keep up the good work in lining up the great instructors/course leaders/presenters/etc."

Purita, CA

"The webinar is very helpful for my schedule. I would more of this webinar to continue my education requirement."

Robin, CA

"Concise information on a complex subject presented by a knowledgeable speaker. I highly recommend this webinar."

Gregory, CA

"Very timely subject, especially considering IRS push on subject. CAn really help clients come into compliance."

Mayumi, FL

"This is most valuable lesson for me because I have so many Foreign Clients and we prepare FBAR and 5472 a lot"

Bendel, CA

"Jason provided all pertinent information I need to get an in-depth knowledge on the subject matter discussed."

Caroline, NJ

"Good presentation! Jason provided some very useful information as to the foreign reporting compliance rules."

CAROLINE, TN

"This was the perfect course for me to share with my staff. It covered all the bases for my FinCen clients."

Bobbi, CA

"Didn't know about the rules requiring reporting if one receives over 100,000 from a foreign source ! thanks"

Nancy, MA

"Excellent presentation and informative. I have signed up another self-study class offered by them today."

JOAN, FL

"This is an often overlooked segment of tax preparation and the slides and dialogue was extremely helpful."

David, LA

"Jason really can help anyone with international tax issues and I will surely call upon him in the future"

Gerald, FL

"Great presentation, especially for CPA Practitioners who don't have many clients with Foreign accounts."

Tamera, MN

"I am looking forward to a Part 2 of this webinar; it was very interesting and I am hoping to learn more"

Raye Lynn, OK

"Outstanding presenter! He was organized and concise and provided good info on a very important topic."

Michael, AZ

"Outstanding overview of essential forms, when they must be used, and consequences of not reporting ..."

Lynn, OH

"The webinar given by Jason Freeman was excellent. Great speaker, enjoyed the entire hour. Thank you!"

Myrtle, OK

"This is a dynamic presentation that I would recommend to anyone dealing with contractors outside US."

Ivy, AZ

"The speaker knows the topic and was able to deliver it perfectly! love the topic. Very informative."

Kathy, MT

"Very informative. Handout will be a fantastic reference. One of the best sessions I have attended."

Joseph, VA

"There was so much information and learning, I was glad for the slides and additional materials."

JOHN, MN

"Slides on pages 5 & 6 are an excellent summary of forms to be considered for foreign reporting."

Kent, FL

"Great Speaker. Jason is truly a Subject Matter Expert. I want to continue to take his courses."

Stanley Alan Mohr, IL

"It was very informative and knowing all the type of filings required to foreign assets held."

MARGARET, NC

"liked that he provided scenarios to show how rules would be applied in "real life" examples."

Denice, CA

"Very informative and helpful.......covered all areas that were in question for me, and more"

TANYA, GA

"Great info! Knowledgeable Presenter! Looking forward to more info from Jason...THANK YOU!"

Margot, CA

"I was very please with the seminar and gave me the confidence I need to do my job better."

Michael, NY

"Great presentation from an extremely knowledgeable instructor. Mr. Freeman was flawless."

Sonia, GA

"Great webinar - really loved the real scenario application - that is the way to inform!"

Nadine, MA

"The course was easy to follow and the instructor took his time explaining the subject."

Olga M, FL

"The webminar reassured me of the filing responsibilities for foreign acounts reporting"

Paul, WI

"I have taken other seminars for others and your transmission was a 100 times better ."

John, CA

"ONE OF THE BEST PRESENTATIONS THAT I HAVE PARTICIPATED IN ON INTERNATIONAL TAXATION."

Haruko, CA

"Thorough explanation of FBAR, form 8938, and other reporting obligations. Thank you!"

Maxim, NY

"Jason Freeman did an outstanding job at covering one of the most complex tax topics!"

Paul J, PA

"Very excellent class that was delivered concisely and very well with nice examples."

Luis, VA

"This webinar was accurate and professionally briefed and easy to understand.Thanks"

Paulette, FL

"Mr. Freeman did an excellent job breaking things down on a very complex subject!"

Lory, CA

"Good information. Explanation of forms and requirements was concise and helpful."

Jeanette, FL

"Great presenter with valuable information! thank you for sharing your knowledge."

Sandra, CT

"The presenter was excellent. However not enough time was given for this webinar."

Arlene, NY

"Great summary of the rules. Happy to have the slides to refer to in the future."

Ryan, AZ

"Probably one of the most information-packed, well-presented webinars this year."

Dan, AZ

"excellent presentation - concise and to the point - learned some important tips"

Javier, MI

"Highly recommend it. Very good insight of this often ignored but critical area."

Rolando, FL

"Very instructional we'll recommended. Happy holidays and prosperous new year..."

Paula, FL

"Pretty useful webinar, this is a new matter and the information was very clear."

Shelly, TX

"Jason's lectures are always extremely helpful and timely. Thank you, Jason!!!"

Daniel M, SC

"good info to be cognizant of prospective reporting requirements for my clients"

Cayley, MT

"Very good introduction to foreign reporting without needing prior knowledge."

Mark, CA

"Once again, CPAAcademy exceeded my expectations with an outstanding seminar."

Barbara, VA

"(Please do not contact me about writing a testimonial - just let Jay know.)"

Michelle, MA

"Excellent! Providing practical and helpful information concisely. Thanks"

Traci, TX

"Great webinar! There was something in this webinar for every tax preparer."

Monique Nicole, NY

"The webinar was exceptional with a lot of valuable and useful information."

James, IL

"Jason was fantastic in doing a overview of foreign asset/income reporting."

Mandy, NC

"Great information given and will be very helpful to refer to in the future"

Carla, TX

"I thought the instructor aws excellent and I enjoyed the course very much."

Fausta, FL

"AWESOME WEBINAR. THE PRESENTER WAS VERY KNOWLEDGEABLE. LOTS OF GOOD INFO."

Doree, CA

"Good presentation. Speaker was clear and it was informative. Thank you"

Marcia, FL

"This was the best CPE I have attended in a long time! I learned a lot."

MARTHA, SC

"Best Webminar on Foreign Income I have ever participated in. Excellent!"

Deborah, NY

"I think the discussion was organized and the hypotheticals added value."

Ming, CA

"A great presenter and a thorough refresher course for me. Thank you."

Wei, CO

"Excellent class! I wish this is two hours class, and I can learn more."

Marcia, FL

"Jason made a complicated subject simple to understand. Thanks again!"

Myrnah Basallo, CA

"Almost all the webinars offered by CPA academy are always educational"

Pamela, SC

"Outstanding! I wish we had more time to cover all of the material."

Judy, OK

"Most informative. I enjoyed his style of presenting the material."

Anjana, SC

"Really enjoyed the seminar. Good information for new to reporting"

Ron, MD

"Effective approach and very good pace without being overwhelming"

Beatriz, TX

"Unfortunately I only had audio but I thought Jason was excellent"

Holly, VA

"Great presentation with plenty of relative examples. Thank you."

Loretta, AL

"The webinar was very informative and easy to follow along with."

John, NJ

"The course provided a concise summary of the foreign tax issue."

Evelyn, NY

"I did enjoy and was very informative. The presenter was great."

Patricia, NC

"Great presentation - very informative and useful information."

Anthony, NY

"I thought Jason was great & knowledgeable. Have him on again."

Matt, SC

"Tremendous amount of interesting information. Great webinar!"

Miguel, FL

"You cannot a better instructor, a JD and a CPA. M. Azcuy, EA"

Clift, OK

"Really great information packed into a one hour time frame."

Owen, TX

"As all ways Jason is well versed and a great communicator."

Mark W, FL

"Great course, look forward to attending more in the future"

Marilyn, Other

"A lot to stay abreast of when you are doing foreign taxes."

Angela, SC

"Jason was very knowledge and easy to follow and listen to."

Robert, NJ

"The webinar was very good and the presenter knowledgeable."

Gail, AZ

"Great Webinar in explaining the basics of foreign filings"

William, CA

"Very informative. Covers a wide range of pertinent topics"

KISHOR, NJ

"Very detal oriented, informative short and sweet webinar."

Lisa, AL

"Thanks for a tremendous seminar! Terrific info, all meat!"

Steve, MO

"Excellent information to keep you and your clients safer."

Darshan, IL

"The seminar was effective in delivering it's objectives."

AYODEJI, GA

"Thanks for simplifying this topic through the examples."

Mariane, VA

"Very good information and presentation by Jason Freeman."

Francisco, NY

"Excellent webinar and womderful information given to us"

Leonor Llange, FL

"I lerarned and the session met my expectations. thanks"

Anne, AZ

"Condensed information on the foreign reporting forms."

Rebecca, CA

"Thanks you . It's always been great and educational."

THIRUPATHY, IL

"Useful information to prepare taxes and help clients"

Barbara, IL

"Excellent presentation with understandable examples."

Jane, MI

"A presentation with great details, very informative."

Ruth, GA

"appreciated extra informational slides, very helpful"

Ruth, NJ

"Great webinar. Lots of food for thought. Thank you!"

Rajiv, Other

"Excellent webinar. Very informative and absorbing."

Robert, IA

"Course was clear and concise. Great reminder tool."

Bernandette, PA

"Knowledgeable presenter and practical presentation"

Vikas, Other

"Excellent seminar and to the point topics covered."

Joseph, PA

"Very well researched and presented.... thank you."

Michael, NC

"Very good overview of the reporting requirements."

Gautam, NJ

"Excellent Presentation and good contents. Thanks"

David, MI

"Great web--especially the up to date information"

Stephen, CA

"Great job by presenter. Very useful information."

Elsie, NC

"The webinar had valuable and useful information."

Linda, OR

"Very Informative . Came away with new knowledge."

Tracy, GA

"Learned quite a bit information. Good session."

John, CA

"Gr8 presentation, lots of valuable information!"

Nora, AZ

"Fabulous, packed with information, great slides"

Frederick, CA

"Excellent comprehensive international overview."

INTERNATIONAL TAX AND ASSET-REPORTING COMPLIANCE FOR THE EVERYDAY CLIENT

Jason B Freeman, JD, CPA

About Our Presenter