Form 8938 Archives - SkillAbility

CPA tax staff building a review-ready Form 8938 FATCA filing architecture from specified-person status and thresholds through foreign accounts, foreign assets, valuation, Part IV cross-references, FBAR differences, tax-item tie-outs, and penalty controls

16 Sep

Form 8938 Training for Tax Staff: Build FATCA Foreign-Asset Reporting Competence Beyond the FBAR

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: September 16, 2026 | 50-minute read TL;DR — The Short Answer Form 8938 training should teach tax staff to build a complete foreign-asset population before they decide whether the taxpayer crossed a FATCA threshold. FBAR is an

CPA tax staff building a review-ready Form 8621 PFIC file from passive-income and asset testing through ownership, section 1291, QEF, mark-to-market, basis, excess distributions, elections, and cross-form review

14 Sep

Form 8621 Training for Tax Staff: Build PFIC, QEF, and Mark-to-Market Reporting Competence

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: September 14, 2026 | 46-minute read TL;DR — The Short Answer Form 8621 training should teach tax staff to identify the PFIC before selecting the regime. The hardest work happens before Part III, IV, or V: entity

CPA tax staff building a review-ready FBAR filing architecture from U.S. person status and foreign account population through financial interest, signature authority, aggregate maximum values, Form 8938 reconciliation, BSA e-filing, and penalty controls

04 Sep

FBAR Training for Tax Staff: Build Foreign Account Reporting Competence Before Penalties Create the Lesson

Accounting Workforce Development / Tax Advisory

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: September 4, 2026 | 47-minute read TL;DR — The Short Answer FBAR training should teach tax staff to build the complete foreign-account reporting population before they answer Schedule B or open FinCEN Form 114. A review-ready staff

Form 8938 Archives - SkillAbility

Form 8938 Training for Tax Staff: Build FATCA Foreign-Asset Reporting Competence Beyond the FBAR

Form 8621 Training for Tax Staff: Build PFIC, QEF, and Mark-to-Market Reporting Competence

FBAR Training for Tax Staff: Build Foreign Account Reporting Competence Before Penalties Create the Lesson

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