Archive for 'Uncategorized'

International Tax Lunch: Expatriation and Covered Expatriate Status: What It Is and How to Avoid It

What: International Tax Lunch: Expatriation and Covered Expatriate Status:  What It Is and How to Avoid It

When: Friday, August 8, 2014 at Noon (Pacific Time)


Who: Debra Rudd, CPA

This month’s International Tax Lunch will be a detailed guide on how to determine whether your client who is expatriating is a covered expatriate and how to pass the certification test. Debra has prepared dozens of tax returns for expatriates.  She will talk about the different ways an individual can become a covered expatriate.  Special attention will be paid to the certification test, which is the least-understood and most problematic of the three ways to become a covered expatriate. 

 To register for conference-call participation, click here: https://www.eventbrite.com/e/international-tax-lunch-expatriation-and-covered-expatriate-status-what-it-is-and-how-to-avoid-it-tickets-12368541641

International Tax Lunch Session: Anonymous Q&A Lottery!

What: International Tax Lunch Anonymous Q&A Lottery!

When: Friday, July 11, 2014 at Noon (Pacific Time)


Where: HodgenLaw, 80 S. Lake Avenue, Suite 680, Pasadena, CA 91101


Who: The Hodgen Team

This month’s International Tax Lunch will be about any international tax questions you would like answered. We will select 3-4 questions to explore at lunchtime, and anonymously – so ask away!

To register for in-person participation, click here.

*In-person participation is limited to 10 participants.

 To register for conference-call participation, click here

*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 sessions, sign up for the lunch list, click here.

International Tax Lunch Session: Form 3520 and Foreign Trust Distributions to U.S. Beneficiaries

What: Form 3520 and Foreign Trust Distributions to U.S. Beneficiaries

When: Friday, June 13, 2014 at Noon (Pacific Time)


Where: HodgenLaw, 80 S. Lake Avenue, Suite 680, Pasadena, CA 91101


Who: Phil Hodgen

This month’s International Tax Lunch will be about Form 3520 and foreign trusts.

When you are preparing an income tax return for a U.S. taxpayer who receives a distribution from a foreign trust, what—exactly—do you need to file, and when do you need to file it?  What are the penalties for mistakes or late filing? And what are the remedial steps you can take if you are facing penalties?

To register for in-person participation, click here.

*In-person participation is limited to 10 participants.

 To register for conference-call participation, click here.

*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, click here.

Pack light, go fast in Toronto

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The Goruck SK40. I’m here for 2.5 days and it is damn cold so I have bulky clothes. That’s my excuse for using the big backpack. My other pack is the SK20. I think it would have worked fine. The SK40 is a bit more than I needed.

San Francisco – tonight – 345 Stockton

Last chance. We are having a meetup tonight December 5, 2013) in the OneUp Lounge in the Grand Hyatt at 345 Stockton in San Francisco. Let’s say 7:00 pm to 8:30 pm-ish.

It will be a bunch of people who are speaking at or attending the CalCPA International Tax Conference on December 6, 2013 — not coincidentally to be held in the self-same Grand Hyatt.

Come by and hang out. Text me if you like at 626-nine-nine-nine-four thousand. I’m in SF right now.

Heh. See how I learned stuff from Craigslist for how to disguise a phone number from scraper bots?