All-day course sponsored by the California Society of CPAs.
Time: 8:30 a.m. – 4:00 p.m. Pacific Time
Location: Webcast (rebroadcast, but Phil will be online to answer questions)
Who: Phil Hodgen
For more information and registration details, please visit the CalCPA website.
From the CalCPA course description:
Multinational families face complex U.S. tax rules and create special challenges for their tax advisers. This course is designed to help you handle nonresident individual and multinational family clients confidently. Significant time will be spent on issues most often encountered be multinational families: buying and selling real estate, creating estate plans, investments and compliance with gift tax laws.
You’ll develop strategies for families dealing with immigration issues. Learn how to plan for as well as deal with the tax consequences of changing from nonresident to resident status and the effects of relinquishing U.S. citizenship or permanent resident status.
Finally, examine common tax compliance problems and how to clean them up. You’ll learn best practices for handling poor real estate holding structures, trusts gone bad and late-filing or failure-to-file required forms.
Level of Difficulty:
Field of Interest: