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November 25, 2013 - Phil Hodgen

2013 International Tax Conference – Advanced Curriculum

The 2013 CalCPA International Tax Conference will be held on December 6, 2013 in San Francisco.

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Here are the links to attend the 2013 CalCPA International Tax Conference in person, or to watch the sessions in a live webcast.

Pre-Show Fun on Thursday Night

An added bonus for those of you attending in person, please join me and other Conference speakers on Thursday night, December 5, 2013, from 7:00 p.m. to 8:30 p.m. (flexible!) at the OneUP Lounge at the Grand Hyatt at Union Square.

This is an informal no-host get-together to give you the opportunity to meet with other speakers and attendees before the conference on Friday. This is a great opportunity to meet your fellow international tax practitioners in a casual environment.

The Advanced Curriculum

This year the Conference features an introductory curriculum of five sessions and an advanced track of programs for those of you who are experienced international tax practitioners, or who want to really zero in on a topic.

Here are the advanced topics.

Passive Foreign Investment Companies (PFICs) for Experienced Professionals

Elena Redko will tackle PFICs in a session that assumes you know the basics. Actual spreadsheets, hands-on. This is how it works. Preparing Form 8621 correctly is hard. Elena will show you how it works.

Portfolio Interest: A Congressional Gift to Practitioners

Rufus Rhoades will do a session on portfolio interest. Get a tax deduction for an interest expense and the lender collects interest income tax-free? Seriously? Rufus will show you how it’s done.

Managing Transfer Pricing Issues and Opportunities

Jim Hill of Grant Thornton will talk about transfer pricing from a technical yet practical angle. How do you, as the tax practitioner, help the CFO of a mid-market company deal with the complexities and costs of doing transfer pricing properly? These clients don’t have the budget but face the same problems that giant multinationals face.

U.S. Tax Deferral Planning

For U.S. companies doing business abroad, the tax planning strategy is deferral. Why pay a dollar of tax today when you can pay that dollar of tax next year? Or five or ten years from now? Douglas Wright will talk about the deferral mechanisms built into the Code and how to use these strategies when advising U.S. multinationals.

How to Handle an Expatriation Client

Phil Hodgen (that’s me, speaking about myself in the third person) will do a session on expatriation. Section 877A. It is getting more and more popular, and despite everyone’s focus on the citizenship side of things–giving up your passport–an expatriation project is 90% a tax return problem and only 10% a “citizenship/green card” problem. This session will tell you about preparing the tax returns and doing pre-expatriation tax planning for people giving up U.S. citizenship or green cards.

General Sessions

The Conference begins with an “all attendees” session that will focus on the latest developments in the IRS’s never-ending enthusiasm for crime and punishment in the international tax arena, with Gary McBride, CPA, Esq. of Cal State University/East Bay talking about International Tax Pitfalls and Penalties.

The last session of the day is also an “all hands” session that covers International Tax Compliance, presented by John Apuzzo, CPA, of Deloitte & Touche USA LLP. John will deliver a firehose of detail to you, while (Thank God!) giving you the high-level information you need to connect all of those dots that have been sprayed at you.

Both of these sessions will be presented at a more advanced level, but even if you are new to international tax there will be a lot of meat in both of these sessions for you.

Jump Tracks? Sure

If you feel like jumping to the introductory track of programs, feel free. Just walk into the room and sit down. Your ticket to the International Tax Conference lets you sit in on any program you want.

Similarly, if you are at the International Tax Conference mostly for the advanced topics but you feel like sitting in for one or more of the introductory courses, please do so.

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