This session, from TEI’s 2025 International Tax Course, provides an in-depth overview of the documentation and reporting requirements for foreign affiliates, focusing on Forms 5471 and 5472. Participants will explore the preparation process, technical considerations, and recent updates to common international filings, essential for navigating the complexities of international tax reporting.
Learning Outcomes
- Explain the steps involved in preparing international forms, including Forms 5471 and 5472, and identify key areas requiring technical expertise for accurate completion.
- Review notable updates and changes to common international filings, focusing on their impact on compliance and reporting requirements.
- Demonstrate an understanding of how information flows between schedules and forms in U.S. international tax documentation and reporting.
Who Should Attend
This session is designed for tax professionals involved in international tax matters, those transitioning to a new tax practice area within their company, or those taking on new responsibilities, including tax advisors, corporate tax professionals, CPAs, tax managers, and international tax lawyers. It will benefit professionals seeking an in-depth overview of the documentation and reporting requirements for foreign affiliates, focusing on Forms 5471 and 5472.
Instructor(s)
Brendan Sinnott, Managing Director, Alvarez & Marsal Tax
General Session Information
Access
Online, upon completion of the checkout process, you will be directed to our Learning Management System (LMS) for access to the session.
For member pricing, please login to tei.org
This is a digital product. With full paid access, the content will be available for one year after the purchase date.
CPE Credits
This digital product is not eligible for Continuing Professional Education (CPE) credit and includes the recording from the 2025 in-person session and the corresponding PowerPoint slides.
Length of Session
The session will take approximately 2.0 hours to complete.
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
For more information, please refer to CPE requirements and NASBA sponsorship information.
Terms & Conditions
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