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December 11, 2015 - Phil Hodgen

How foreign trusts transform gold into lead

Hi from Phil Hodgen.

This is the Friday Edition, a biweekly international tax update. You signed up, but if you want to stop receiving it, just click the Unsubscribe link at the bottom. On the other hand, if you want more of the emails we send out, go take a look at hodgen.com/lists.

Next International Tax Lunch: 08-Jan-2016

Our next International Tax Lunch is scheduled for January 8, 2016, at noon Pacific time. We are in our new offices, with bigger conference rooms, TVs on the wall, and all sorts of other stuff. Come in person and we’ll buy you lunch.... continue reading

Friday Edition Tax and Trusts
October 16, 2015 - Phil Hodgen

The four ways to save taxes

Hey it’s Phil. Welcome to the Friday Edition, written today from the executive lounge of the Conrad Hotel in Bangkok.

If you want to stop getting these emails, click the unsubscribe link at the bottom of the email. On the other hand, if you want more emails from us, go take a look at hodgen.com/lists.

What I’m doing in Bangkok

My wife is with me, and at the moment she is out there somewhere, looking at fabric and places to get some women’s clothing manufactured. Yesterday we had lunch at Kuppa with a friend who lives here, and his wife.... continue reading

Friday Edition Tax and Trusts
October 2, 2015 - Phil Hodgen

How to close an asset protection trust

Hi again and welcome to the Friday Edition. I’m Phil and I’m writing this from Seat 20A on AC787 from Toronto to Los Angeles.​

If you want to stop getting this every-other-Friday email, just click the “unsubscribe” link at the bottom of this email. If, however, you would like to get one (or more) of our other fabulous email newsletters, go check them out at hodgen.com/lists.

Closing a asset protection trust​

I received a forwarded email from a friend at the Wall Street Journal this week that raised an interesting practical question: how do you terminate an asset protection trust after the risks have passed?... continue reading

Friday Edition Tax and Trusts
August 14, 2015 - Phil Hodgen

Why you, nonresident real estate investor, need another trust

Hi it's Phil and welcome to the Friday Edition. If you want to stop getting these emails, click on the "unsubscribe" link at the bottom of this email. On the other hand, if you want more international tax reading, sign up for our other email newsletters.

New schedule: bi-weekly

The Friday edition (like all of our email newsletters) is switching to a bi-weekly schedule. The next edition will arrive on August 28, 2015.

International Tax Lunch today

Today, August 14, 2015, we are doing our monthly International Tax Lunch at noon Pacific time. You can dial in and listen for free.... continue reading

Friday Edition Tax and Trusts US Real Estate Investments
April 28, 2015 - Phil Hodgen

Where does an accumulation distribution go?

This is for those of you who are wrestling with accumulations distributions and how to transport numbers from Form 3520 to Form 1040.  If you want a full write-up, look at my earlier blog post, Calculate tax on distributions from foreign trusts using the default method

Accumulation distribution number – where does it go?

I had two queries in two days from people about Line 37 — where does this number go? That means it is time for a blog post.

We are talking about Form 3520.  Specifically, go look at Part III, Schedule A, Line 37. This is where you calculate income tax using the default method for trust distributions to U.S.... continue reading

Tax and Trusts