Events


Webinar for Noncovered Expatriates

Course Overview:
We will help you understand the tax paperwork you need to prepare in order to properly renounce your U.S. passport and NOT be a covered expatriate.

Presenter:
Phil Hodgen, Attorney

Time:
Friday April 24, 2015
8:00AM to 10:00AM Pacific Time

International Tax Lunch: Form 3520 and 3520-A for Foreign Pensions and Trusts

Who: Haoshen Zhong, Attorney

What: The IRS expects U.S. citizens and residents to report their transactions and relationships to foreign trusts on Form 3520. They are required to report ownership in foreign trusts on Form 3520-A. Most foreign pension plans are treated like foreign trusts and are subject to the same reporting and tax requirements. This session discusses briefly how foreign trusts are taxed and reported, using an example of a U.S. citizen employed abroad with a pension plan.

When: Friday, March 13 at 12:00PM Pacific Time

Where: HodgenLaw PC

International Tax Lunch: Form 8621

Who: Debra Rudd, CPA

What: Passive Foreign Investment Companies (PFICs) are subject to special and punitive tax treatment in the United States. This session will examine two of the three possible tax treatments (Mark-To-Market and Default), with a detailed explanation of how to perform the calculations, fill out Form 8621, and report income or loss on a tax return. The presentation will track a single PFIC’s treatment under these two regimes over a five-year period and will include a side-by-side comparison of the tax results during that time.

When: Friday, February 13 at 12:00PM Pacific Time

Where: HodgenLaw PC

Webinar for Noncovered Expatriates

The objective of the webinar will be to help you completely understand the tax paperwork you need to prepare in order to properly renounce your U.S. passport and NOT be a covered expatriate. Participation is limited to 10 individuals!

International Tax Lunch Session: Controlled Foreign Corporations (CFCs)

What: Controlled Foreign Corporations (CFCs) When: Friday, May 9, 2014 at Noon (Pacific Time) Where: HodgenLaw, 80 S. Lake Avenue, Suite 680, Pasadena, CA 91101 Who: Elena Redko This month Elena Redko will speak about Controlled Foreign Corporations (CFCs) in the context of foreign holding structures. How do you know if it’s a CFC or […]