Shannon Retzke Smith

External publications

• 'IRS' Signals On Economic Substance Doctrine Draw Scrutiny' Law360 - March 15, 2024, quoted

• 'IRS Warns About Employee Tax Credit Abuse' Family Business Magazine - December 7, 2023, co-author

• 'Credit Suisse Former Clients Likely to Come Under Heightened IRS Scrutiny for Credit Suisse's Purported Continued Role in the Hiding and Failing to Report Offshore Accounts,' Withers Insight - April 10, 2023, co-author

• 'How to Survive an IRS Crypto Tax Audit,' Forkast - November 24, 2021, co-author

• 'Surviving an IRS Cryptocurrency or Other Crypto Asset Audit,' Bitcoin Magazine - September 27, 2021, co-author

• 'IRS removes one of four options to correct foreign reporting,' Accounting Today - November 9, 2020, co-author

• 'The Tax Audit Paradox,' Barron's PENTA - June 19, 2020, quoted

• 'A Target on American Clients in Canada,' Wealth Professional Canada - April 3, 2020, co-author

• 'Insight: IRS 'forks up' new cryptocurrency guidance,' Bloomberg Tax Daily Tax Report, October 31, 2019, co-author

• 'New expat tax relief may be too limited for wide appeal,' Law360 Tax Authority, September 19, 2019, quoted

• '2018 federal and state tax provisions for the foreign service', The Foreign Service Journal, January - February 2019, contributor

• 'Window of opportunity with opportunity zones: Top 10 takeaways,' Bloomberg BNA, November 15, 2018, co-author

• 'Pay your taxes or lose your passport,' Wealth Management, October 19, 2018, co-author

• 'Window closing on IRS program to lessen penalties avoid prison for offshore shenanigans,' Forbes, September 25, 2018, quoted

• 'Tax tips for non-compliant cross-border clients,' Advisor's Edge, September 10, 2018, quoted

• 'Offshore Voluntary Disclosure Program: Still time to act?,' Wealthmanagement.com, September 4, 2018, quoted

• 'Clean up your foreign reporting deficiencies before its too late,' Forbes, June 3, 2018, quoted

• '5 points to consider as overseas disclosure program ends,' Law360, May 14, 2018, quoted

• 'Tax tips for US expats living in Australia,' Business Insider Australia, May 8, 2018, quoted

• '2017 second highest year on record for US expatriations,' Withers article, March 26, 2018

• 'It's the end of the OVDP world as we know it,' Withers article, March 26, 2018, co-author

• 'IRS to end offshore voluntary disclosure program,' Think Advisor, March 16, 2018, quoted

• 'Offshore voluntary disclosure program shutdown fuels speculation,' Bloomberg BNA Daily Tax Report, March 15, 2018, quoted

• 'Got IP? Get out. For investors thinking of selling, acting in the next few days is critical,' IPWatchdog, December 22, 2017, co-author

• '2017 on track to be banner year for expatriations,' Bloomberg BNA Daily Tax Report, December 7, 2017, co-author

• 'Thinking of selling your intellectual property? A few days could make a world of difference to your bottom line,' Withers article, December 6, 2017, co-author

• 'Phishing scams target tax professionals,' Insider, October 2016, author

• 'The urgency of FBAR reporting for US persons living in China,' Asset Management, August 1, 2016, co-author

• 'IRS says you owe us money - Bye-bye US passport!,' Forbes/Wealth Management, June 23, 2016, co-author

• 'FBAR deadline moves up 3 months to April 15,' Accounting Today, August 2015, co-author

• 'IRS Voluntary Disclosure regime expands maximum penalty bracket,' Today, January 2015, co-author

• 'Better not pout - Like it or not, US citizens owe U.S. taxes,' & Estates, December 2, 2014, co-author

• 'No basis for extending IRS' statute of limitations: Supreme court finds an overstatement of basis is not an omission of gross income,' BNA, June 26, 2012, co-author

• 'Coming clean - The US Voluntary Disclosure initiative in perspective,' Offshore Investment, April 2011