Goldin Peiser & Peiser, LLP partner Allan Peiser worked with
Josh Ungerman, J.D, CPA on the presentation, "Reporting
Requirements for US Citizens with Foreign Assets."
The presentation reviews the reporting requirements for US
citizens with foreign assets and the remedies for non-compliance.
Covered in the presentation are the appropriate tax forms
needed for reporting, due dates and penalty amounts as well as the
legal reporting requirements and implications of not reporting the
assets. The difference between willful and non-willful
certifications are also covered.
Josh is a partner at the Dallas law firm of Meadows Collier
Attorneys at Law. His practice includes estate planning and family
wealth transfers along with IRS controversy matters at all levels.
The tax and estate matters in which Mr. Ungerman is involved are
typically very complex from both a factual and legal perspective.
These matters often require legal and accounting skills. Mr.
Ungerman is also a
