Tax Reporting of Foreign Direct Investment


This podcast takes on one of the most complex and potentially impactful aspects of tax reporting. Tim Speiss relates that with regard to off-shore investment tax reporting on U.S. tax returns – especially those with real estate, bank and investment account holding, there are enhanced disclosure requirements, which can even include submitting balance sheets. Further tax code changes regarding foreign direct investments are probable, IRS review remains rigorous and the likelihood of new disclosure requirements is high – all making timely compliance more difficult.

Timothy Speiss is the Partner-in-Charge of EisnerAmper's Personal Wealth Advisors Group and Vice President of EisnerAmper Wealth Planning LLC. He chairs our Asia Practice and is a member of the firm’s community service group, EisnerAmper Cares.

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