Over the last 10 years, the IRS and DOJ have increased their efforts to both inform taxpayers of their tax filing requirements with respect to offshore assets and punish those taxpayers who fail to satisfy those requirements.
This course will cover the primary forms that U.S. persons need to file if they hold offshore assets or accounts, and what you should do to assist the client who has failed to make the necessary tax filings.
Liana Sive (The Cloud Accountant LLC)
"Of all the presenters on CPA ACADEMY, I believe Josh gives the best presentations. They are extremely informative, presented at a level that everyone can understand, but usually not at a beginner level, which is quite refreshing!"Richard Browdy (Richard L Browdy, CPA)
"Phenomenal instructor; subject matter is complex, but he was extremely knowledgeable and made these tax rules easy to understand! Would love to take more courses with this individual!"Monique Nicole Desir, EA (M N Tax Resolution Svcs)
"Very informative webinar presented by one of the most knowledgeable instructors. Thanks Josh for sharing your expertise with us. Great job always!"Edward Carroll (1949)
"The instructor was well prepared and knowledgeable. The international issues discussed were on point to current client concerns."ROHINI ANAND (P& R Tax Services)
"Excellent presentation! Kept me engaged throughout. To the point and touched all the key aspects."Rajendra Singh (TAX INSIGHT LLC)
"Mr. Joshua Wu is one of the best on this site. I had attended several of his webinare here."Saradj Avaregan (SATADJ AVAREGAN)
"The webinar was very effective and informative and many thanks for such good presentations."LORNA BROWN (HR Block)
"THE SESSION WAS WELL PRESENTED. THE INSTRUCTOR WAS CLEAR AND PRECISE HENCE EASY TO FOLLOW."
Latham & Watkins LLP
Counsel
joshua.wu@lw.com
(202) 637-3376
Joshua Wu, a former Deputy Assistant Attorney General (DAAG) for Appellate and Review in the Tax Division of the US Department of Justice (DOJ), counsels and advocates for companies and high-net-worth individuals on all aspects of tax controversies and litigation. Mr. Wu advises on tax accounting disputes, corporate and partnership transactional issues, international questions, employee benefits matters, and tax-exempt controversies. He brings a unique knowledge base and skill set to his clients, drawing on his experience both in senior leadership roles in the DOJ’s Tax Division and private practice.
Most recently, when Mr. Wu served as DAAG, he oversaw virtually all appeals in civil federal tax cases throughout the country and managed a 40-lawyer team. He also represented the United States in oral appellate arguments, evaluated and approved significant civil settlement offers, and furnished advice to the Tax Division’s trial sections in complex tax cases.
Mr. Wu previously served as DAAG for Policy and Planning, where he led the Office of Management and Administration (OMA) at DOJ. In that role, he led the operational functions of the Tax Division and led the Office of Legislation and Policy, which works with the Department of Treasury, the IRS, and other agencies on legislative, regulatory, and policy initiatives. Before his government service, Mr. Wu was a partner at a large international law firm.