International Tax Issues in Divorce

What: Tax Issues In Divorce Mini-Conference
Where: Crowne Plaza Hotel, Concord, California
When: January 31, 2013

Phil will be talking for over an hour (!) about the tax issues that arise in the context of an international divorce. What is taxable? What is not? The rules are different when money flows across borders, or to (or from) an nonresident of the United States. In addition, there is a whole raft of obscure paperwork to file with the IRS when there are international transactions.

This event is sponsored by the California Society of CPAs East Bay Chapter. Contact us for signup information if you want to attend.

Tax Planning and Compliance for Multinational Families

All-day course sponsored by the California Society of CPAs. Time: 8:30 a.m. – 4:30 p.m. Location: Westin South Coast Plaza, Costa Mesa, California

Register

From the CalCPA course description:

Multinational families create special challenges for tax advisers. In this course you will gain in-depth knowledge of tax planning for U.S. inbound investments (real estate, business, portfolio assets) by nonresident/noncitizens, plus tax planning for inbound wealth transfers from foreign parents to resident children.

You will also develop strategies for families dealing with immigration issues. Learn when to use preimmigration trusts for immigrants. Learn about expatriation, when a green card holder or citizen leaves the United States and the tax consequences.

Finally, you’ll examine cleaning up tax problems, including strategies for poor real estate holding structures, for foreign trusts gone bad, and for failure to file one of the host of forms required in the international tax arena: FBARs, Form 5471.

Objectives:

• Discover tax planning techniques for multinational families.
• Learn the opportunities and pitfalls that exist when considering the transfer of wealth from parents to U.S.-resident children.
• Create tax-effective estate plans for those with U.S. and non-U.S. family members.

Major Subjects:

• Tax compliance
• Forms: 1040NR, 5471, FBAR, 8938 and more
• Holding structures
• Estate, gift and generation-skipping transfer tax
• Expatriation and the exit tax

Level of Difficulty: Basic Field of Interest: Taxes Prerequisites: None

Webcast–Tax Planning and Compliance for Multinational Families

All-day course sponsored by the California Society of CPAs.

Date: November 7, 2012
Time: 8:30 a.m. – 4:30 p.m. Pacific Time
Location: Webcast of live event
Who: Phil Hodgen

More information, registration

From the CalCPA course description:

Multinational families create special challenges for tax advisers. In this course you will gain in-depth knowledge of tax planning for U.S. inbound investments (real estate, business, portfolio assets) by nonresident/noncitizens, plus tax planning for inbound wealth transfers from foreign parents to resident children.

 

You will also develop strategies for families dealing with immigration issues. Learn when to use preimmigration trusts for immigrants. Learn about expatriation, when a green card holder or citizen leaves the United States and the tax consequences.

 

Finally, you’ll examine cleaning up tax problems, including strategies for poor real estate holding structures, for foreign trusts gone bad, and for failure to file one of the host of forms required in the international tax arena: FBARs, Form 5471.

 

Objectives:

• Discover tax planning techniques for multinational families.
• Learn the opportunities and pitfalls that exist when considering the transfer of wealth from parents to U.S.-resident children.
• Create tax-effective estate plans for those with U.S. and non-U.S. family members.

 

Major Subjects:

• Tax compliance
• Forms: 1040NR, 5471, FBAR, 8938 and more
• Holding structures
• Estate, gift and generation-skipping transfer tax
• Expatriation and the exit tax

Level of Difficulty:
Basic

 

Field of Interest:
Taxes

 

Prerequisites:
None

Tax Planning and Compliance for Multinational Families

All-day course sponsored by the California Society of CPAs.
Date: November 7, 2012
Time: 8:30 a.m. – 4:30 p.m.
Who: Phil Hodgen
Location: CalCPA Intergalactic Headquarters, San Mateo, California

More information, registration

From the CalCPA course description:

Multinational families create special challenges for tax advisers. In this course you will gain in-depth knowledge of tax planning for U.S. inbound investments (real estate, business, portfolio assets) by nonresident/noncitizens, plus tax planning for inbound wealth transfers from foreign parents to resident children.

You will also develop strategies for families dealing with immigration issues. Learn when to use preimmigration trusts for immigrants. Learn about expatriation, when a green card holder or citizen leaves the United States and the tax consequences.

Finally, you’ll examine cleaning up tax problems, including strategies for poor real estate holding structures, for foreign trusts gone bad, and for failure to file one of the host of forms required in the international tax arena: FBARs, Form 5471.

Objectives:

• Discover tax planning techniques for multinational families.
• Learn the opportunities and pitfalls that exist when considering the transfer of wealth from parents to U.S.-resident children.
• Create tax-effective estate plans for those with U.S. and non-U.S. family members.

Major Subjects:

• Tax compliance
• Forms: 1040NR, 5471, FBAR, 8938 and more
• Holding structures
• Estate, gift and generation-skipping transfer tax
• Expatriation and the exit tax

Level of Difficulty: Basic
Field of Interest: Taxes
Prerequisites: None

2012 CalCPA International Tax and Business Conference

Date: December 4, 2012
Time: 8:30 a.m. – 4:30 p.m.
Place: Hotel Nikko, San Francisco, California
Who: Phil Hodgen

More information, registration: attend in-person or view the webcast

The organizing committee is working on this. Details will be coming when they are available.