Archive for 'Events'

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:
*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:

International Tax Lunch – PFICs

What: Passive Foreign Investment Companies (PFICs) — Presentation and discussion
When: Friday, January 10, 2014 at Noon (Pacific Time)
Where: HodgenLaw PC Conference Room, 80 S. Lake Avenue, Suite 680, Pasadena, CA 91101
Who: Elena N. Redko, CPA at HodgenLaw PC

Just in time for tax season, Elena will help you better understand PFICs. At the recent 2013 CalCPA International Tax Conference, she talked about PFICs with line-by-line directions on how to prepare Form 8621, and how to pull numbers off a Swiss bank account statement and plug them into a tax return. 

To register, please contact Olivia Park at olivia.park (at) or call +1-626-689-0060 extension 106.

Seats are limited to 10 in person and dial-in capacity is also available.

Presentation and Q&A: Global Real Estate Transactions

What: Global Real Estate Transactions — Presentation followed by Q&A
Time: Tuesday, January 14, 2014 from 1:00 PM to 2:00 PM
Where: Malibu Public Library — 23519 Civic Center Way, Malibu, CA  90265
Host: Malibu Association of Realtors – Global Committee

Phil will be part of a presentation and Q&A session along with Mitch Creekmore, SVP with the Stewart Title Guaranty Company.

If you are interested in joining the event, please contact Olivia at olivia.park (at)

Webinar: If You Are Thinking of Expatriating in 2013

Phil is doing a webinar for people thinking of expatriating in 2013. Contact us if you are interested in attending. It will be at 08:00 a.m. on November 19, 2013. Limited attendance–Phil wants to be able to answer everyone’s questions. More information here.

Cocktail hour(s) in San Francisco

Come hang out with Phil on Thursday night in San Francisco, along with any other 2013 CalCPA International Tax Conference speakers he can persuade to show up.

On Thursday evening, December 5, 2013, I will be hanging out somewhere at the Grand Hyatt Hotel in San Francisco for a couple of hours. The whole purpose of this is to meet people who are coming to the International Tax Conference. If you’re flying to San Francisco on Thursday and you aren’t doing anything Thursday night, come by and hang out for a while.

Even if you’re not coming to the 2013 International Tax Conference, please swing by and say hello. Maybe you can even talk shop and ask a random international tax question.

The Grand Hyatt probably has a bar, and that’s probably where you’ll find us. But I will post more details as the time gets closer. Save the date. Show up. Say hello.