Resident is not resident, ergo tax-free interest

Hi, it’s Phil Hodgen again. Welcome to the Friday Edition. If you want to stop getting this thing every Friday, just click the “unsubscribe” link at the bottom of this email. I won’t be offended. On the other hand, if you want more, you can sign up for one of my other mailing lists. Tax-free […]

How to make a QEF election once a fund has been a PFIC

Hello again from Debra Rudd. This email is in your mailbox because you are signed up for our weekly PFICs Only newsletter, sent out every Thursday morning at 6 am Pacific time. You can unsubscribe by clicking the link at the bottom of the message. It’s okay. No one will judge you or be sad. […]

IRAs after expatriation for covered expatriates

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When buying a home is a forex transaction

Hi, it’s Phil Hodgen again. Welcome to the Friday Edition. This week’s episode is coming from Wall Street. (Well, technically the intersection of Water Street and Wall Street.) I’m here to give a presentation to the New York State Society of Certified Public Accountants on expatriation. If you want to stop getting this thing every […]

CFCs and MTM elections

Greetings from Debra Rudd. You are receiving this email because you signed up for our weekly PFICs Only newsletter. Delivered straight to your electronic mailbox, every Thursday morning at 6:00 am Pacific Time. If you want to stop receiving these emails, please feel free to unsubscribe by clicking the link at the bottom of the […]

Gift to noncitizen spouses and preparing the gift tax return

Hear me speak on expatriation in NYC I am speaking in New York this Friday — on expatriation. May 29, 2015, 8:30 am — NYS Society of CPAs, 14 Wall Street, 19th Floor, New York, NY 10005 Sign up here. Pre-Expatriation Gifts One of the easiest ways to bring your net worth down below $2,000,000 […]

Land speculators and tax deduction hacks

Welcome again to the Friday Edition. This week I will look at tax deductions for nonresidents who buy and hold land in the United States. It’s easy to get off the mailing list: just click the “unsubscribe” link at the bottom of this email. I won’t be offended. On the other hand, if you want […]

Is my foreign holding company a PFIC?

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Conditional green cards and logging yourself out

Hello again from Phil Hodgen. You signed up for my “Expatriation Only” email list. To stop receiving these emails, just click the “unsubscribe” link at the bottom of this email and you will never get another one of these. If you want more of this kind of email from me, sign up for one of […]

International Tax Lunch: Using C corporations for nonresident investment in US real estate

Using C corporations for nonresident investment in US real estate Come join us at our office in Pasadena as Philip Hodgen presents this month’s tax lunch. Feel free to stay after the presentation and ask questions regarding the topic, and to meet our team members as well. Lunch and good company will be provided! Who: […]