Supers Only

Our bi-weekly newsletter dedicated to the subject of US tax reporting for superannuations, the compulsory Australian retirement accounts. We’ll discuss the legal issues surrounding these accounts as well as our practical tips and tricks for cost-effective, accurate US reporting. Have difficult questions about how to report these accounts? This is the place to get your answers.

Expatriation Only

If you are interested in the immigration and tax implications of giving up your U.S. citizenship or green card, this is the list for you. Every other Tuesday at 6 a.m. Pacific time you will get an email that (most of the time) is a real question asked by a real subscriber. You will get an easy-to-understand answer, as well as the legal analysis behind the answer. No hand-wavy mumbo jumbo here.

The Friday Edition

Join over 2,500 discerning and good-looking connoisseurs of international tax law and subscribe to our flagship email – sent every other Friday at 6 a.m. Pacific time. Usually about 1,500 – 2,000 words, these emails are about selected international tax topics. In addition, whenever Phil gets on a plane, you are likely to get an unscheduled email from an airport lounge somewhere.

PFICs Only

Subscribe to this list to get a weekly diet of Passive Foreign Investment Company (PFIC) and Form 8621 topics. You will get easy-to- understand bite-sized chunks of PFIC wisdom here, delivered to your inbox every other Thursday at 6:00 a.m. Pacific time. If you subscribe to this list, we will know you are a diehard international tax aficionado.

International Tax Lunch

On the second Friday of every month at noon Pacific time, we host a free seminar. The topics, unsurprisingly, are about international tax. You are going to hear what we know and what we have experienced in topics like foreign trusts, controlled foreign corporations, PFICs, foreign investment in U.S. real estate, and other topics too.

You can join in through an online webinar, or better yet, you can come to our office in Pasadena and sit with us while we do the presentation. If you come to the office, we will even buy you lunch.

Subscribe to this list to receive announcements on upcoming presentations and to receive a copy of the presentation materials.

CalCPA International Tax Conference and Other Events

This newsletter started November 7, 2015, and is a thinly-disguised attempt to get you to attend the annual International Tax Conference sponsored by the California Society of Certified Public Accountants. You will receive regular updates of CalCPA-related international tax events, as well as a steady flow of information about the upcoming International Tax Conference. (The next one will be held in November, 2016).