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International & Cross-Border Knowledge Circle: Relevant Issues for US Persons Investing in Foreign Securites

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Please join us for the September International & Cross-Border Planning Knowledge Circle with guest speakers Francheska Pimentel and Catherine Findley from KLR Certified Public Accountants.

Items that Francheska and Catherine will discuss include:

  • Filing Taxes from Overseas
  • Income Reporting of Foreign Securities
  • Passive Foreign Investment Companies (PFICs)
  • Foreign Asset Reporting and Penalties

Francheska Pimentel, CPA

Partner, International Tax Services

KLR Certified Public Accountants

Experience
• Over a decade of experience in international tax • Previous experience in a big 4 concentrating in global mobility programs
• Long-term assignment in Belgium assisting U.S. expats residing in Western Europe • Specializes in U.S. taxation of U.S. expatriates and nonresident aliens
Education
• University of Rhode Island , Bachelor of Science in Business Administration
• University of Rhode Island , Master of Science in Accounting Languages
• Native in Spanish • Advanced in French Professional
• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA

Catherine Findley, EA

Manager, International Tax Services

KLR Certified Public Accountants

Experience
• Over six years of experience in international tax • Began career in London, England helping U.S. expats residing in the UK
• Specializes in U.S. taxation of U.S. expatriates and nonresident aliens- with a focus on U.S./UK tax
Education
• Richmond, The American International University, Bachelor of Science in International Relations
Languages
• Intermediate in Spanish Professional
• National Association of Enrolled Agents (NAEA)
• North Carolina Society of Enrolled Agents (NCSEA)

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International & Cross-Border Knowledge Circle: Relevant Issues for US Persons Investing in Foreign Securites
09/21/2022 at 10:00 AM (MDT)   |  60 minutes
09/21/2022 at 10:00 AM (MDT)   |  60 minutes Please join us for the September International & Cross-Border Planning Knowledge Circle with guest speakers Francheska Pimentel and Catherine Findley from KLR Certified Public Accountants. Items that Francheska and Catherine will discuss include: Filing Taxes from Overseas Income Reporting of Foreign Securities Passive Foreign Investment Companies (PFICs) Foreign Asset Reporting and Penalties
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available