October 28, 2013 - Phil Hodgen

Webinar — Sold Out; Second Webinar 19 Nov 2013

UPDATE (17 Nov 2013) — the second webinar has been scheduled for 19 November 2013 at 08:00 a.m. PST, and people on the wait list are signing up. There may be a few seats left. Again, we are limiting attendance in order to answer everyone’s questions. If you are interested please contact us via the Contact page.

UPDATE (13 Nov 2013) — we have a waiting list for a second webinar and are thinking of scheduling one for 19 November 2013. If you are interested please contact us via the Contact page. We will put you on the waiting list and you will have first priority before we publicize this to the entire Jell-O Shots mailing list.

I will be presenting a webinar for people who are thinking of renouncing their U.S. citizenship in 2013.  Attendance is limited to 10 people–I want to leave plenty of time for each person to ask questions.  The webinar will run for 90 minutes, and will be held on November 12, 2013. You can sign up here.


The objective of the webinar will be to give you  the information you need to make a confident decision: expatriate in 2013 or not.

Professional Level Presentation

You will be getting the same information that I give to CPAs and lawyers when I talk about expatriation. If you are a professional, you are welcome to sign up for the webinar. But I expect that most of the participants will not be CPAs or lawyers.

Don’t worry. You will understand everything. Read any of my blog posts. That’s who I am and that is the level of explanation you will get.

Who Should Attend: Net Worth Under $2,000,000

This presentation will be  useful for people who are  confident that their total net worth is under $2,000,000. This means you are (probably) not going to be a covered expatriate.  For you, the expatriation process is pretty much a highly complicated exercise in tax return preparation (with a few hidden “Gotcha!” landmines to watch out for).

Maybe you are highly confident that your net worth is below $2,000,000. If you are not sure, this is going to be an important thing to figure out. When you fill out the balance sheet on Form 8854 to report your net worth, you need to know how to do this, and how to figure out that your net worth is below $2,000,000.  If you get this wrong, it will catapult you from “no tax” to “pay tax.” You become a covered expatriate. The stakes are high.  If you can possibly push your net worth below the $2,000,000 threshold, you should.

Who Should Attend: Net Worth Under $7,000,000

If your net worth is above $2,000,000 but below $7,000,000, your objective is to renounce your citizenship without being a covered expatriate. As long as you can give things away, you can achieve this. We will talk about how.

Who Should Attend: Problems With Tax Compliance

When you sign Form 8854, you are certifying that the five years before expatriating have clean and shiny tax returns on file, and all of your taxes are paid. Some of you out there, I know, may not be all shiny and clean with your tax returns. We will talk about what to do. What are the strategies to consider in order to clean things up?

Paperwork: The Embassy Procedures

We will talk about what to expect when you go to the Embassy or Consulate for your exit interview. Frankly, this is not a big deal. Some of the Embassy staffers are a bit odd in their behavior (one Embassy official told a client of mine “Look at the flag! Look at the flag when you’re swearing the renunciation oath!”).

For the most part, however, the process is businesslike, professional, and quick. You really can’t go wrong with the paperwork. But we will talk about it anyway.

Paperwork: The Exit Year Tax Return

The exit year tax return is much more complicated than a regular tax return. We will talk about how this tax return is prepared, when it is filed, and special things to look out for.

Plenty of Time For Your Questions

There will be plenty of time for questions. You know, the kind that go like this: “I have this friend, and my friend’s brother read this article that said . . . .” 🙂 You will be able to ask questions anonymously. You can ask questions directly (your voice! everyone listens!) or you will be able to type the questions on your computer so only I can see them. But trust me. No one online is going to know your name, even if you ask a specific question in front of the whole group. You can talk.


I’m only taking on ten people in the webinar. I hope that with ten people there will be enough time to cover all of the information you need to know, and answer all of the questions that you want to ask.


You will get the PowerPoint slides that I use for the webinar, plus handouts I have written. There will be plenty of stuff for you to read. Everything will be delivered to you as a PDF.


This is an experiment. Regular folks come to my professional speeches. (One of them, who heard me a few months ago at an accountants-only luncheon, just expatriated last month in London.) I have given presentations to accountants, lawyers, and bankers for years. Now I want to share with people who need this information for themselves. Either you will feel comfortable doing the paperwork yourself, or you will be an intelligent consumer–able to be smart in selecting the professional who will help you.

I also want to do this because the calls are starting to come daily from people around the world. We do not have enough time to help everyone. We are extremely busy. And frankly the other reason to make this accessible is price. We are highly specialized and expensive. I want this seminar to be at a price that is affordable for regular people facing a hard decision.

November 12, 2013 – Afternoon/Evening in Europe and the Middle East

The webinar will be done at 8:00 am Pacific Standard Time on November 12, 2013. That is 3:00 pm British Standard Time, 4:00 pm Central European Time, 6:00 pm in Beirut, Riyadh and the Arab Standard Time zone, and 7:00 pm in the Gulf.


Yes, I know. That’s a tough time slot for those of you in the Asia/Pacific region–it is 11:00 p.m. in Singapore. Sorry.

Contact our office if this creates a problem for you. We may add a second session at an easier time for those of you in Asia and the Pacific Rim.


The cost of the webinar is $300. This is less than 30 minutes of my time at my regular hourly rate. You get 90 minutes.

Sign Up

If you are interested, please go to the signup page to reserve your space.

Questions About the Webinar?

If you have any questions about the webinar, please call the office at +1 626 689 0060, or email us by going to the Contact page.

Obligatory Disclaimer

This is an educational seminar. You are not getting specific, directed legal or tax advice. Attending the seminar won’t make me your lawyer or tax advisor. (But it will help you get smart!)

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