Foreign Trusts: Returns and Compliance Webcast | 4173015A

Date :
November 9, 2017 9:30 AM - 10:30 AM
Location :
Facility :
Webcast Rebroadcast
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CPE Credits :
CPE 1.00, MCLE 1.00, IRS-TX 1.00, CTEC-TX 1.00
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Learn how to report contributions to, ownership of, and distributions from foreign trusts on Forms 3520 and 3520-A. This course will cover some common real-world scenarios and include examples of the calculations a practitioner will perform as well as walk through how to prepare the necessary forms.

Materials are provided as an ebook.


  • Determine how to report contributions to a foreign trust.
  • Identify the reporting of ownership of a foreign trust on Form 3520 and 3520-A.
  • Calculate taxable income and tax on distributions from a foreign trust to a U.S. beneficiary in different scenarios.
  • Identify the concepts of loans to and from a foreign trust and the reporting requirements that may apply.

Major Subjects:

  • Foreign trust classification.
  • Income tax return and reporting requirements for foreign trusts and U.S. beneficiaries of foreign trusts.

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Designed For:

CPAs and lawyers new to the international tax area or looking to update their knowledge of foreign trust reporting requirements.


Philip D.W. Hodgen, Esq, Esq.

Philip D. W. Hodgen is the principal attorney for HodgenLaw PC, which specializes in the international tax arena. He earned his bachelor’s degree from Claremont McKenna College and his juris doctor degree from the School of Law at the University of California, Los Angeles. He went on to earn a master of laws in taxation from the University of San Diego School of Law. For six years as a youth, he lived in Rhodesia, South Africa and New Zealand.

Admitted to the California Bar in 1982, Hodgen spent nine years in law firms and with a large U.S. bank before starting his own firm in 1991. He is a past chair of the International Tax Committee of the State Bar of California’s Tax Section, and was a member of the Executive Committee of the State Bar of California’s Tax Section from 2004-07. He is on the Organizing Committee for CalCPA’s International Tax Conference and its annual Tax Update and Planning Conference. Hodgen frequently speaks on a variety of international tax, trust and estate topics to attorneys, accountants, bankers, and real estate professionals.

No Agenda or Materials posted.