Schedule a Foreign Asset Reporting seminar for your group today

foreign assetsShindelRock tax experts are offering free seminars for interested employers and civic groups interested in learning more about foreign asset reporting.  Previous groups that have found this seminar helpful include the Oakland County Bar Tax Committee and the Michigan Indian Democratic Caucus.  Make sure your employees, members or constituents know how the tax law regarding foreign assets apply to them:

What is a Foreign Financial Account?

Located outside of the U.S:

  • U.S. branch in a foreign country – reportable
  • Foreign branch in the U.S. – not reportable


  • Checking, saving, demand and time deposit accounts
  • Securities and brokerage accounts
  • Commodity and futures accounts
  • Insurance policy or annuity policy with a cash value
  • Shares in a mutual fund (or similar pooled fund)
Contact Maria Montie at ShindelRock for more information on scheduling a seminar.