Instructor on international tax topics and USTCP exam preparation for...- USTCP Exam Preparation - Compass Tax Educators - Tax Practice Pro

President and Founder of American Expat Tax Services (AET), an international tax preparation firm that assists Americans living abroad in complying with their US tax obligations and tax related issues. This includes all facets of tax compliance and representation for taxpayers with foreign income or assets, including international information returns (IIRs), foreign trust tax implications and Form 3520/3520-A penalty abatements, expertise in passive foreign investment companies (PFICs), 965 transition tax and GILTI. AET regularly performs Kovel work with civil and criminal attorneys. AET has the resources and experience to assist clients with US tax theory, IRS audits and compliance initiatives, tax treaty interpretation and expatriation. Mary Beth is an Enrolled Agent and one of only about 300 United States Tax Court Practitioners in the world, and has earned the right to represent taxpayers in the U.S. Tax Court with the same standing as an attorney. She holds a Master’s degree of Legal Studies in Taxation from the University of San Francisco School of Law. Mary Beth has over 35 years of experience in US and cross border tax area working with multinational businesses, expatriates and non-residents. At American Expat Tax we are passionate about educating and assisting our clients with cross border situations. Serving clients on every continent other than Antarctica. Services include:• Income tax preparation for US Expat clients’ resident or working outside the country. • Accidental Americans• Kovel engagements• Non-US citizens owning rental real estate in the US• Foreign Bank Account Reporting (FBAR)• Compliance filings & consulting for clients who have a US tax obligation, but are delinquent in some or all areas• Streamlined Foreign & Domestic Program• GILTI • IRS problem resolution • PFIC & Form 8621 preparation• Expatriation Returns and consulting for US citizens and green card holders who wish to cut their ties with the United States.

Expat Tax Tools is a small international tax software firm that was included in the 2019 Accounting Today Top100 VAR . ETT offers the only commercially available application that can prepare Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. The 8621 Calculator reduces the complex 1291 & 1296 calculations to basic data entry while adjusting and tracking basis. As the COO, Mary Beth contributes the tax theory behind the tax software as well as the beta testing. She is also in charge of the marketing and customer interactions.

H&R Block is one of the largest tax return preparers in the world. I was responsible for providing key direction, support, training, and quality assurance to both company and franchise tax professionals working in the Expat Tax program in Canada.During my tenure the program grew to almost 5000 clients.My primary responsibilities included:• Planning, writing, and delivering training programs for US tax theory, tax software, and company policies and procedures;• Providing year round support to tax preparers by researching and interpreting tax laws and regulations;• Recommending the best tax treatment for clients while minimizing company liabilities • Reviewing complex US tax returns for quality assurance;• Supporting field associates in understanding and applying tax and treaty laws in broad and complex international situations; • Drafting of IRS responses, appeals, and requests for abatement of penalty assessments;• Reviewing and evaluating P&I claims to determine company liability;• Evaluating existing training programs and suggestions from field personnel for revision, adoption, or modification;• Assisting seasonal instructors to ensure they have the knowledge and support needed to deliver courseware;• Evaluating the skills and abilities of US tax specialists to determine training paths and optimize client matching;• Keeping the business informed of new developments an opportunities in the US tax arena; • Communicating with the IRS and other governmental agencies to ensure the company's policies and procedures complied with all applicable US laws;• Working closely with the Information Technology Department with assessing and researching US software issues and features;• Assisting the Marketing and Public Relations departments in developing content for publication.

HRBFA was a full service brokerage firm engaged in providing financial planning, products and services. I was responsible for providing tax savvy financial planning services for H&R Block tax clients. I initiallyworked under the Series 6, Investment Company & Variable Contracts & Series 63, Uniform SecuritiesAgent licenses, followed quickly by a Series 7 General Securities and a Life & Health Insurance License. I was registered to practice in several states. I built a book of approximately 200 clients for which I providedtax smart investment advice, estate planning, retirement planning, annual portfolio reviews, and tax returnpreparation. I also assisted clients with selection and purchase of life and health insurance products.Additionally I participated in the training of other TPFAs and planned and led major meetings for my regionalgroup.

During my years with H&R Block I initially worked as a part time seasonal tax professional, by 2000 Iwas working as a full time year round employee in several capacities.• Financial Planner • Income Tax Professional• Instructor of Advanced Income Tax Courses • Off season assistance for tax clients