Practical rules for spotting foreign account filing duties, matching assets to each form, and fixing missed filings
3 sections · 8 lessons
Define when a client may have FBAR or Form 8938 filing exposure, then compute the FBAR aggregate test and identify which foreign accounts are reportable.
3 lessonsCompare Form 8938 thresholds and asset scope with FBAR reporting rules, then map client items to the correct form or exclusion.
2 lessonsApply the filing deadlines, documentation needs, penalty frameworks, and correction routes used to manage missed or late FBAR and Form 8938 filings.
3 lessonsThis course starts with the first question tax preparers face when a client has foreign accounts or assets: what filing duty may exist, and what facts still need to be gathered. It then builds the working rules for FBAR and Form 8938, including account classification, signature authority, filing thresholds, reporting scope, deadlines, penalties, and correction options. By the end, learners can sort client facts into a defensible filing position and handle common compliance problems with current U.S. rules.
The course covers the FBAR $10,000 aggregate test, foreign financial account classification, signature authority rules, and Form 8938 thresholds by filing status and residence. It also covers asset crosswalks between the two forms, filing mechanics and documentation, civil penalty exposure, and correction paths for late or missed filings.
From project managers and operators to founders, analysts, and teams adopting AI, Fenzo is for people who want to get better at the work they already do.
Anything from using AI for project planning and analysis to improving workflows, decision-making, communication, and delivery. If you can describe the skill or task, Fenzo can build a course around it.
Yes. Tell Fenzo what you do, what you’re trying to accomplish, and where you’re stuck, and Fenzo will shape the course around your role, your goals, and the work you actually have to do.
No. Fenzo adapts to your starting point, so you can begin with the fundamentals or jump straight into more advanced work.
Yes. Fenzo for Business puts the whole team on one plan — shared seats, courses you can assign, and reporting on who has finished what.
See Fenzo for BusinessYou start by describing your goal or taking a short skill benchmark. Fenzo uses that context to identify gaps and shape the learning experience around them.
Yes, Fenzo works in your mobile browser.
Something to operate in every section.
Three findings from decades of learning research shaped how every Fenzo lesson is built.
Average pass rate · Freeman et al., PNAS 2014
What the science says
Students in lecture-only classes are 1.5× more likely to fail.
How Fenzo does it
Every Fenzo lesson is interactive. No passive reading or watching, ever.
You work through itAI does it for you
Skill retention over time · with vs. without practice
What the science says
Offloading thinking to AI erodes the very skills you’re trying to build.
How Fenzo does it
Fenzo makes you do the thinking — guided, but never done for you.
Retrieval practiceRe-reading
Long-term recall · retrieval vs. re-reading
What the science says
Recalling information beats re-reading it for building durable understanding.
How Fenzo does it
Lessons weave in quizzes and recall prompts, so it sticks.