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Podcast: Tax News Now Ep. 15 - Asking the Right Questions: A CPA's Playbook f...
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1 credits
This course will be an overview of:
In this episode Mark Gallegos, Tax Partner at Porte Brown, and his guest, Andrew Leonard, focus on practical international tax awareness for CPAs, emphasizing how cross-border issues often surface unexpectedly through foreign investments, gifts, or life events. They highlight core compliance and penalty risks (including information reporting), how to ask better client questions to uncover exposure, and why proactive planning and clear communication are critical to keeping clients compliant.
Field of study:
TaxesInstructor(s):
Andrew Leonard, Mark Gallegos