Complimentary for Members

June 10, 2026


In-Person

Morgan Stanley Private Wealth Management - New York - 1138
55 East 52nd Street, Mezzanine Level, New York, New York 10055


NASBA 1

Navigating Cross-Border Reporting: Practical Guidance on Forms W-8 and Form 3520 - Tech Session

June 10, 2026
In-Person
NASBA 1
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    Instructor

    Berwin
    Cohen

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Learning Objectives

  • Upon completion of this form, you'll be able to:
  • Identify reporting and documentation issues involving the Form W-8 series and Form 3520 when advising international clients.
  • Analyze reporting and documentation issues involving the Form W-8 series and Form 3520 in international client advisory contexts.
  • Develop a practical framework for addressing reporting and documentation issues involving the Form W-8 series and Form 3520 for international clients.

Major Topics

  • Forms W-8: Core Concepts and Practical Use
  • Form 3520: Foreign Gifts and Bequests Received by U.S. Persons
  • Practice Pointers and Risk Management for Advisors

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Morgan Stanley Private Wealth Management - New York - 1138

55 East 52nd Street, Mezzanine Level, New York, New York 10055

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Financial or Tax Advisors, Tax Lawyers who advise international clients

Provider

Foundation for Accounting Education

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