13th Annual New England Enrolled Agents Conference

Holiday Inn, Boxborough, MA
October 24, 2015 (10:00 a.m. - 12:00 p.m.)

Joseph B. Darby III presented "FATCA: Strategies for Coping with this Complicated New Law," at the 13th Annual New England Enrolled Agents Conference. Mr. Darby discussed the basic mechanics and reporting obligations imposed by FATCA on U.S. taxpayers as well as explained the FATCA compliance burdens imposed on foreign financial institutions and U.S. taxpayers.

Mr. Darby also presented "Living and Dying with an S Corporation." Mr. Darby discussed how to operate an S Corporation with maximum tax and business efficiency; how to implement a transfer of a family S Corporation to the next or succeeding generation; how to recognize important techniques on qualifying for "S" status; and how to fix a disqualification problem without disruption.