Archive for 'Speeches/Publications'

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 PFIC? Do you need to file Form 5471? Once you’ve determined that it is a CFC and Form 5471 is required, what category filer are you? Is “Dormant” Form 5471 an option? What are the penalties? What about reasonable cause? All these and possibly some other questions will be answered during this International Tax Lunch Session.

To register for in-person participation:
http://bit.ly/1mWC7nN

*In-person participation is limited to 10 participants.

To register for conference-call participation:
http://bit.ly/1fpLFIg

*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:
http://eepurl.com/J3vFz

Taxation of Americans Abroad in the 21st Century- University of Toronto

What: Taxation of Americans Abroad in the 21st Century, Citizenship-Based Taxation vs. Residence-Based Taxation
When: Friday, May 2, 2014 8:30AM-4:00PM
Where: University of Toronto – St. Michael’s College, Toronto, Canada

ACA Global Foundation launches its educational program with a forum/debate between Professor Michael S. Kirsch and Dr. Bernard Schneider, two distinguished academic tax specialists, on Citizenship-based taxation vs Residence-based taxation, followed by practical observations on the impact of current law on Americans resident abroad, presented by tax experts, investment advisors, businessmen and citizens abroad.

Program

Welcome: Marylouise Serrato, American Citizens Abroad, Inc., Executive Director
Academic Host: Dr. Stephen J. Kish
, Professor of Psychiatry and Pharmacology, Institute of Medical Science, University of Toronto
Moderator: John Richardson, Toronto lawyer, Citizenship Solutions

Keynote Speakers

Prof. Michael S. Kirsch, Professor of Law, Notre Dame Law School
Dr. Bernard Schneider, Teaching Fellow, Centre for Commercial Law Studies, Queen Mary University of London School of Law
Phil D.W. Hodgen, International Tax Attorney, Hodgen Law Group PC, Pasadena, CA
David Kuenzi, Certified Financial Planner,® Founder, Thun Financial Advisors, Madison, WI
Charles W. Cullen III, Certified Financial Planner, ® RBC Dominion Securities, Inc., Halifax, NS
Neil Sinclair, Chapter Chair, Amcham Canada – Ontario Region
Closing comments: Jackie Bugnion, American Citizens Abroad, Inc., Director of Tax Team

For further event details, please click here.

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:
http://bit.ly/NbUw2F
*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:
http://eepurl.com/J3vFz

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) hodgen.com 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) hodgen.com.