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March 3, 2015 - Phil Hodgen

Tax Strategies for Micromultinationals – Singapore

I was in Singapore for a week, and spoke at the Dynamite Circle event on February 21-22, 2015. Jeans and wrinkly travel shirt mandatory, right?
Over to the left is Ian Schoen, one of the proprietors of Dynamite Circle. His partner, Dan Andrews, is taking the picture. They also own The Portable Bar Company, Modern Cat Designs, The Valet Spot, and Tropical MBA. Dan and Ian also do a podcast (highly recommended). You can listen to the episode about the Singapore weekend event.
Speeches, Publications, and Events
March 3, 2015 - Phil Hodgen

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
Speeches, Publications, and Events
February 18, 2015 - Phil Hodgen

Singapore for a Weekend Mastermind

I’m headed to a weekend mastermind group sponsored by Dynamite Circle (I am a member), which is a service provided by Ian and Dan of Tropical MBA.
It’s worth your while reading the TMBA blog and listening to the podcast. Even if you do not fit the “location independent lifestyle” or “digital nomad” profile, there are useful things to learn.
Dan and Ian have done something impressive. They transformed themselves from from two random guys standing around in a parking lot in North San Diego County to the owners of very real and profitable businesses. The best part? These are businesses that they can operate from anywhere on the planet that they want to be (Ian = Austin and Dan = Philippines right now).
Attending the mastermind will be a group of 30 entrepreneurs who have reached a certain level of success.
I’m showing up. I have something to share, and something to learn.
Friday Edition Speeches, Publications, and Events
January 27, 2015 - Phil Hodgen

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
Speeches, Publications, and Events
December 23, 2014 - Phil Hodgen

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!
Expatriation Speeches, Publications, and Events