This class reviews the federal tax treatment of foreign retirement accounts and foreign pension plans. Proper disclosure and reporting of the ownership of these accounts will also be discussed.

Learning Objective

  • Understand the general federal tax treatment of foreign retirement accounts and foreign pension plans.
  • Analyze the tax treatment of commonly encountered foreign retirement accounts, including, but not limited to, the Canadian RRSP, United Kingdom IRA, and Australian superannuation.
  • Explain the asset reporting requirements for foreign retirement accounts and foreign pension plans.


Your registration includes 2 IRS CE as well as:

  • Downloadable course manual and implementation tools as appropriate. These materials are available for download when you log into the webinar.
  • The opportunity to listen to the optional presenter and the other members of the Compass Tax Educators instructional team during the optional question-and-answer session held during the original recording.


Prerequisite: None

Advanced Preparation: None

Program Level: Intermediate

IRS Program Number for Self-Study On-Demand Webinar: NMVBP-T-00162-20-S

Delivery Method: Self-study/On-demand

Field of Study: Federal Tax Law (IRS)

Credit hours: 2 IRS

Instructor: Mary Beth Lougen, EA, USTCP Click here to learn more about the instructor

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our education policies.

You may also be interested in...

  • $149.00

    $149.00§962 Election

    Buy Now
  • $149.00

    $149.00Form 5471: Reporting Foreign Corporations

    Buy Now
  • $149.00

    $149.00GILTI Take 2: What We Know Now

    Buy Now
  • $905.00

    $905.00Bundle: International Tax Full Series

    Buy Now
  • $399.00

    $399.00Bundle: International Tax - Series 3

    Buy Now
  • $399.00

    $399.00Bundle: International Tax - Series 2

    Buy Now
  • $215.00

    $215.00Bundle: International Tax - Series 1

    Buy Now