Foreign Forms 101: What Every Tax Practitioner Must Know to Stay Compliant

International reporting is no longer a niche issue—it’s a routine risk area for today’s tax practitioner. With the IRS continuing to increase enforcement around foreign assets, accounts, and income, even “ordinary” clients can trigger serious reporting obligations and penalties if key international forms are missed or misunderstood.

In this two-hour practical training, our panel of international Tax Experts will break down the most common—and most dangerous—foreign reporting forms every tax professional should recognize. You’ll learn when these forms apply, what triggers filing requirements, how they intersect with one another, and where practitioners most often get it wrong. We will also discuss when and how to seek penalty abatement and how to craft your reasonable cause argument.

This program is designed to help you spot red flags quickly, ask the right client questions, and avoid costly compliance failures—whether you prepare the forms yourself or need to know when to bring in specialized help.

What you’ll learn:

• The core international tax forms every practitioner must recognize
• Common client fact patterns that trigger foreign reporting obligations
• How these forms interact with individual and business returns
• Frequent mistakes that lead to penalties, audits, and practitioner exposure
• Practical tips for intake, documentation, and risk management

Whether you regularly work with international clients or just want to avoid being blindsided by foreign reporting issues, this session will give you the clarity and confidence you need to protect both your clients—and your practice.

Eric Green – Attorney and Founder, Tax Rep Network

Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.

Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.

Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.

LEARN MORE ABOUT ERIC

Stephanie C. Svenonius, EA, MST, NTPI Fellow

Stephanie C. Svenonius is an experienced tax professional who owns and operates a small tax practice in Bangor, Maine, serving clients across the United States, U.S. expatriates around the world, and inbound taxpayers with their U.S. filing requirements. She focuses on comprehensive tax preparation and IRS and State Department of Revenue representation for both individuals and businesses, and she is passionate about making tax issues less intimidating and helping her audience understand how the IRS works with compassionate, confidential, and non-judgmental support.

With over 20 years of experience preparing returns for individuals and small businesses, Stephanie brings deep, practical expertise to every engagement. She is an Enrolled Agent admitted by the U.S. Department of the Treasury to represent clients in all matters before the IRS and has earned the NTPI Fellow designation, demonstrating advanced knowledge in taxpayer representation. To further that expertise she is currently pursuing the Certified Tax Representation Consultant designation (CTRC). She has successfully represented a wide range of clients, including professional athletes, multi-national corporations, small business owners, and even Grandmothers with their IRS, State, and Canadian tax issues.

Stephanie’s academic background further supports her reputation as a trusted tax resource. She holds a Bachelor of Science in Organizational Management from Daniel Webster College and a Master of Science in Taxation from Bentley University, home the nation’s first and foremost graduate tax programs. In addition, she earned a Graduate Certificate in Taxation from Bentley University, underscoring her commitment to maintaining a high level of technical tax knowledge.

Stephanie lives on Sebasticook Lake, near Bangor, Maine with her family where she enjoys lake life.

Program Number: 15UFN-T-00465-26-O
Title: Foreign Forms 101: What Every Tax Practitioner Must Know to Stay Compliant

Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.