
Taxpayers with foreign financial assets may be required to file both the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets)—but understanding when and how to file can be complex. This webinar guides tax professionals through the key differences, filing thresholds, penalties, and reporting obligations for each form. Learn how to determine filing requirements, avoid common compliance pitfalls, and effectively advise clients with international financial interests. Ensure your clients stay compliant and mitigate risks with a clear understanding of these critical reporting requirements.
Only available for TPP unlimited CE subscribers.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00731-25
CTEC Course #: 6248-CE-00101

Rita leads Wolf’s International Tax Services Practice, specializing in tax planning and compliance for international holdings. She has extensive experience advising clients on cross-border business activities, structuring international investments, and navigating U.S. compliance obligations for both entities and individuals. Rita also serves as a trusted advisor to other tax professionals, helping identify reporting requirements, review work papers, and ensure accuracy in an ever-evolving international tax landscape.
Prior to joining Wolf, Rita was an Associate Attorney at Vacovec, Mayotte & Singer, LLP, focusing on international and domestic taxation, estate planning, and tax controversy. She is also an Adjunct Professor at Boston University School of Law’s Graduate Tax Program, where she co-founded and co-teaches “Foreign Information Reporting and Withholding.” Rita frequently teaches other international tax topics for Strafford Publications, Tax Practice Pro, and Wolters Kluwer, sharing her expertise with tax professionals nationwide.
Varies
This on-demand webinar series covers criminal tax, IRS collections, international reporting, tax controversies, AI in tax practice, and entertainment industry taxation, equipping professionals with practical strategies for compliance, dispute resolution, and risk management
2 IRS CE/2 CTEC/2 NASBA CPE*
Taxpayers with foreign financial assets may be required to file both the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets)—but understanding when and how to file can be complex. This webinar guides tax professionals through the key differences, filing thresholds, penalties, and reporting obligations for each form. Learn how to determine filing requirements, avoid common compliance pitfalls, and effectively advise clients with international financial interests. Ensure your clients stay compliant and mitigate risks with a clear understanding of these critical reporting requirements. Only available for TPP unlimited CE subscribers.
4 Free NY & NJ CLE, CPE and 4 IRS CE/4 NASBA CPE Credits
This in-depth program provides comprehensive coverage of the tax implications for U.S. taxpayers with foreign income and assets. Participants will explore the complexities of reporting foreign income, compliance requirements for foreign asset disclosure, and strategies for minimizing tax liabilities under international tax treaties. The program addresses key areas such as the Foreign Account Tax Compliance Act (FATCA), the Foreign Bank and Financial Accounts (FBAR) reporting, and the taxation of foreign trusts. It also includes a discussion on the tax treatment of foreign earned income and the benefits of the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC). The session features practical examples and case studies to help attendees navigate the intricacies of international taxation effectively and ensure compliance with both U.S. and foreign tax laws.
1 IRS CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 NASBA CPE*
This program provides a comprehensive exploration of Form 1099 reporting requirements, with a focus on critical updates for 2023 and 2024. Participants will gain insights into issues surrounding Form 1099-K, crowdfunding income, gambling activities, student-athlete NIL earnings, and payments to research study participants. Emphasis will be placed on correctly classifying income, reconciling Form 1099-K and 1099-MISC to prevent duplication, and understanding the reporting thresholds that impact taxpayers. The course will also discuss the nuances of hobby income versus trade or business income and the potential tax consequences. By mastering these topics, tax professionals will be equipped to navigate the complexities of 1099 reporting and ensure client compliance with IRS regulations.
2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
1 IRS CE/1 NASBA CPE*
Join us for an engaging new webinar on the Tax Cuts and Jobs Act (TCJA) designed to equip tax professionals with the insights they need to stay ahead. We'll start by exploring the core components of TCJA that every tax pro should understand and why they matter. The session will cover three key areas: individual tax provisions, estate tax changes, and business-related reforms. We'll dive into which changes were made permanent (spoiler: most business-related) and which are set to expire (spoiler: most individual). Looking ahead, we’ll consult our "Magic 8 Ball" to discuss how Congress might address TCJA’s impending expiration in 2025 and whether action will be taken in a timely manner. Finally, we’ll share strategies for leveraging this information to communicate effectively with clients, positioning yourself as a knowledgeable and proactive tax professional. Don’t miss this opportunity to sharpen your expertise and prepare for the future of tax planning! The webinar is only available to monthly subscribers.
1 IRS CE/1 NASBA CPE*
This program reviews the provisions of the new bill H.R. 5863. This bill, signed in to law by President Biden on Dec. 12, 2024, extends the rules for the treatment of certain disaster-related personal casualty losses and provides tax relief for losses due to a federally declared disaster as a result of any forest or range wildfire and the East Palestine, Ohio, train derailment on February 3, 2023. It also details exclusion from income payments related to these disasters and extends the statute for claiming refunds related to disasters specified in the bill to one year from date of signing.
2 IRS CE/2 NASBA CPE*
This webinar will discuss tips and pointers for understanding statutes in general, and the Internal Revenue Code in particular. It focuses on the structure of the tax Code, as well as frequently encountered words and phrases. The program examines the ways the statutes present math functions, phaseouts in particular.
1 IRS CE/1 NASBA CPE*
Join us for the first webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. In this session, we’ll focus on the critical foundation of cybersecurity: creating accurate and comprehensive inventories of your hardware and software assets. The webinar is only available to monthly subscribers.
NO CE
This 50 minute course, part of the Things I meant to learn series, will form an introduction to Canva 101. I am not a graphic designer, nor do I play one on TV. But people expect graphics and a nice image can make an email pop. We will go over what Canva is, and several ways you can use it, focusing primarily on social media posting and infographic creation. Canva is not true graphic design, but it can help with drag and drop images, and it can brighten up your website. Want to show your tax process, from the client filling out the engagement? An infographic can do that for you. Don't know what to put on your business Insta or FB page? Use the Canva templates to help make your page pop. "Our best deal is always to become a monthly subscriber"