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.
2013 International Tax Conference Speaker Profile: Elena Redko
2013 CalCPA International Tax Conference
You should attend the 2013 International Tax Conference on December 6, 2013 in San Francisco.
Elena is one of the speakers this year.
Speaker Profile: Elena Redko
Elena speaks to CPA groups all over the place, mostly about PFICs. She also teaches an accounting course at Glendale Community College, and is a Becker CPA exam review instructor. You will find out more here.
Who are you, in under 20 words?
A CPA (who’s becoming known as “The PFIC Girl”), a teacher, and an aspiring handstand master.
What are you talking about at the 2013 CalCPA International Tax Conference?
Complicated PFICs with step-by-step calculations and instructions. No definitions, we know these. We calculate numbers, we fill out forms.
Why should people attend your session?
Foreign mutual funds. Most people have them. Many of us know about them, what they are, how to find them on a bank statement, etc. But when it comes to the details and the calculations, the guidance is confusing and the forms are forever changing. This session is my attempt to do a calculations crash-course through three specific examples. One for QEF, one for Mark-to-Market, and one (long one) for Excess Distribution Regime.
The IRS estimates time needed to prepare tax returns. How good are these estimates?
The IRS warns you that Form 8621 will take some time to complete. Specifically, 46 hours and 38 minutes. That’s their estimate per form. You usually have more than one. About 30 more in our typical project.
How To Attend the International Tax Conference
I know. You are saying to yourself, “Yes, Yes! I MUST ATTEND!” No worries. You can attend in person, or you can watch the whole thing on the web.
December 6, 2013 is a Friday. Be in SF on Thursday night. I am going to do a totally unofficial little social gathering the night before, probably at the hotel. Hang out. Have a beverage. Talk shop.
Oh. Here is another reason to attend the International Tax Conference. If you tell your significant other about this event, he/she is likely to tag along for a weekend in San Francisco during the Christmas season. Union Square will be festive. You can spend all day Friday soaking up the international tax goodness while your S. O. is out having fun. What a deal, right?
Global Panel – A Focus on Middle East & Africa
Phil will be speaking on a global panel event focusing on U.S. real estate investments coming from the Middle East and Africa. Panelists will speak on their professional experiences with the region. The event is hosted by the South Bay Association of Realtors.
Time: 2:30 – 4:30 PM
Location: South Bay Association of Realtors (22833 Arlington Avenue, Torrance, CA 90501)
Who: Phil Hodgen and Co-Panelists
Webcast – Tax Planning and Compliance for Multinational Families
All-day course sponsored by the California Society of CPAs.
Time: 8:30 a.m. – 4:00 p.m. Pacific Time
Location: Webcast (rebroadcast, but Phil will be online to answer questions)
Who: Phil Hodgen
For more information and registration details, please visit the CalCPA website.
From the CalCPA course description:
Multinational families face complex U.S. tax rules and create special challenges for their tax advisers. This course is designed to help you handle nonresident individual and multinational family clients confidently. Significant time will be spent on issues most often encountered be multinational families: buying and selling real estate, creating estate plans, investments and compliance with gift tax laws.
You’ll develop strategies for families dealing with immigration issues. Learn how to plan for as well as deal with the tax consequences of changing from nonresident to resident status and the effects of relinquishing U.S. citizenship or permanent resident status.
Finally, examine common tax compliance problems and how to clean them up. You’ll learn best practices for handling poor real estate holding structures, trusts gone bad and late-filing or failure-to-file required forms.
Level of Difficulty:
Field of Interest: