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November 24, 2013 - Phil Hodgen

2013 International Tax Conference – Introductory 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 Introductory Curriculum (New)

This year the Conference features an introductory curriculum. This is a track of sessions that will help you understand the big picture of international tax concepts. When you go back to your office and sit down with that Form 1040-NR or 1120F, these concepts will help you understand where the details fit in.

The Introductory track of sessions is the 30,000 foot fly-by view of international tax law, designed for practitioners starting out in international tax.

Or, if you’re like me, sessions like this are great for reminding me about the “back to the basics” things that we all forget. Each time I sit through a session, thinking “Oh, I know this already”–I invariably come out with an “Aha!” that I knew but had totally forgotten.

Fundamentals

Thomas Neff, CPA of RINA Accountancy Corporation starts off the series of five sessions with “Fundamentals of U.S. International Tax“. Every intrepid explorer needs a compass when embarking on a new adventure. Tom will provide that compass.

Inbound Business

Next, Charlotte Wall, CPA of Spott, Lucey & Wall, Inc. will give you 50 minutes of inbound corporate planning. Her session is titled “Foreign Business Investment in the U.S.: What You Need to Know.”

Charlotte’s session will give you the big-picture ideas you need to know for handling foreign business clients thinking about doing business in the United States.

Outbound Business

Doug Wright, CPA of Burr Pilger Mayer, Inc. covers the reverse: U.S. companies expanding their business operations abroad. His topic is titled “Outbound International Tax Planning for U.S. Businesses“.

There is an infinitely deep pool of minutae that will confront you here, but Doug will focus you on the major concepts. If you know the principles, you can find the details.

Inbound Individuals

Humans who change from nonresident to U.S. resident status face a whiplash-inducing pileup of tax and paperwork complexity. Are you a resident? What was the first day that you became a resident? What do you file? What about estate and gift tax questions?

Whether we are talking about immigrants or people who are merely in the United States temporarily, Cindy Hsieh, CPA of Rowbotham & Company LLP will highlight the things to look for in “Pre-Arrival Tax Planning for High Net-Worth Families and Executives.”

Outbound Individuals

Finally, Andy Mattson, CPA of Moss Adams LLP will cover the tax issues facing Americans working and living abroad, in “Expatriate and Alien Taxation”. If you have wrestled with Form 2555 or Form 1116, this is the session for you.

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 advanced 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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