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.