Phil Hodgen’s Blog

Taxation of Americans Abroad in the 21st Century- University of Toronto

What: Taxation of Americans Abroad in the 21st Century, Citizenship-Based Taxation vs. Residence-Based Taxation
When: Friday, May 2, 2014 8:30AM-4:00PM
Where: University of Toronto – St. Michael’s College, Toronto, Canada

ACA Global Foundation launches its educational program with a forum/debate between Professor Michael S. Kirsch and Dr. Bernard Schneider, two distinguished academic tax specialists, on Citizenship-based taxation vs Residence-based taxation, followed by practical observations on the impact of current law on Americans resident abroad, presented by tax experts, investment advisors, businessmen and citizens abroad.

Program

Welcome: Marylouise Serrato, American Citizens Abroad, Inc., Executive Director
Academic Host: Dr. Stephen J. Kish
, Professor of Psychiatry and Pharmacology, Institute of Medical Science, University of Toronto
Moderator: John Richardson, Toronto lawyer, Citizenship Solutions

Keynote Speakers

Prof. Michael S. Kirsch, Professor of Law, Notre Dame Law School
Dr. Bernard Schneider, Teaching Fellow, Centre for Commercial Law Studies, Queen Mary University of London School of Law
Phil D.W. Hodgen, International Tax Attorney, Hodgen Law Group PC, Pasadena, CA
David Kuenzi, Certified Financial Planner,® Founder, Thun Financial Advisors, Madison, WI
Charles W. Cullen III, Certified Financial Planner, ® RBC Dominion Securities, Inc., Halifax, NS
Neil Sinclair, Chapter Chair, Amcham Canada – Ontario Region
Closing comments: Jackie Bugnion, American Citizens Abroad, Inc., Director of Tax Team

For further event details, please click here.

67 Days Of No New Business

HodgenLaw will be closing our doors to new clients until June 1, 2014 in order to maintain sanity and quality of service. We greatly appreciate your understanding and thank you for your interest in working with us.

If you would like to be contacted after this period, please provide your name, contact information, and a short description of your case to Somath Hasina at somath.hasina@hodgen.com.

International Tax Lunch Session: Portfolio Interest Exception

What: Portfolio Interest Exception
When: Friday, March 14, 2014 at Noon (Pacific Time)
Where: HodgenLaw, 80 S. Lake Avenue, Suite 680, Pasadena, CA 91101
Who: Rufus v. Rhoades, International Tax Attorney

For this month’s international tax lunch session, Rufus will be speaking about the portfolio interest exception, which is very useful information for nonresidents investing in U.S. real estate.

Rufus provides tax consulting to law firms, accounting firms, and international trust companies. He specializes in international tax, foreign tax issues, non-resident issues, and provides expert testimony for international taxation matters.

To register for conference-call participation:
http://bit.ly/NbUw2F
*Call-in participation is listen-in only, but you can email your questions to us here.

The international tax lunch sessions are held every month on the second Friday of the month. Past topics include expatriation, PFICs, and nonresident investment in U.S. real estate.

To be notified of upcoming sesions, sign up for the lunch list here:
http://eepurl.com/J3vFz

Pack light go fast LAX DXB RUH LAX

8 days. Goruck SK40 and the stuff in my pockets. Pack light go fast.

20140218-133135.jpg

Jell-O Shot Mailing List Purged

500 People–Goodbye

I purged about 500 names off the Jell-O Shots email list last night: people who had not opened an email from me in a while — namely, in the last 14 editions they had opened the email once or never.

I don’t want to annoy anyone with emails they do not want. If they had not looked at the last 14 emails, they must not be interested. Hence the purge.

Why I Am Afraid to Unsubscribe

I am on a bunch of email lists from people I know and like. They arbitrarily added me to their mailing lists and I get their newsletters. After all, I am in their contact database.

I am too embarrassed to unsubscribe because I don’t want to hurt their feelings, but I never read their stuff. Instead I laboriously set up filters to send their emails straight to trash.

That is bad for them and it is bad for me. It is bad for them because they wonder why their “open” rate (number of recipients who open the email divided by total messages sent) is so low. Their marketing efforts fail. It is bad for me because I get emails I don’t want and spend time setting up filters to get rid of them.

A few years ago I arbitrarily added everyone I knew to my mailing list. Bad Idea. Now I see what has happened. We have been running for a while on the “opt-in” method: people do not get added to a list unless they specifically ask.

But that doesn’t solve the problem of people I added to the list without their consent, and it doesn’t solve the problem of people who subscribed and now wish they hadn’t but they don’t want me to know they unsubscribed because I might be sad.

That’s Why I Purged the List

That is why I purged the Jell-O Shots list: to save you from the feeling that you might hurt my feelings :-) (I’m pretty robust in that department, so don’t worry!) and to more accurately gauge whether what I send is useful to the people who read it.

If you don’t get next month’s Jell-O Shot it is probably because you were part of that purge. Sorry. Just subscribe again and you’ll be on the list. Or email me and I will add you manually. (See? Only people who ask to get email will get email. I learn.)

Also, if you get the Jell-O Shot next month and you want to stop it from coming, just click on the “unsubscribe” link. Trust me. I will not be offended, and if you call we will still chat happily.

Our Mailing Lists

Finally, just to tell you what is going on in our email lists: we have three, and please sign up if your are interested (and of course unsubscribe if you don’t like them).

    Jell-O Shots. Once a month, at the beginning of the month. Plus the odd rant from an airport lounge somewhere on the planet.

    Expatriation Only. Focused on one topic, especially for people who are interested in taking our upcoming workshop on expatriation for normal people.

    International Tax Lunch. Second Friday of the month, noon PST. One hour of international tax from our conference room. Come to Pasadena or listen in by conference call.

Click on the link you want and subscribe. Or re-subscribe if you think I bounced you off the Jell-O Shot list (don’t worry, it will tell you if you are subscribed and you won’t get multiple copies of the emails).