Americans Abroad: Special Compliance Requirements and Fixing Problems Webcast | 4153012A

Date :
February 9, 2016 11:30 AM - 12:30 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Overview
Member Price :
35.00
Nonmember Price :
47.00
CPE Credits :
CPE 1.00
Show tabs

Identify the special tax reporting and compliance duties facing Americans abroad or those who own foreign assets. Even routine mutual funds and estate planning may trigger tax and penalty liabilities. Your client's responsibilities as an employee of a foreign company may trigger disclosure requirements. We will discuss various investment, business and trust structures that your clients could have in their foreign countries and related information reporting requirements. We will also discuss IRS programs available for your clients who did not file informational returns in the past and want to be in compliance with IRS reporting requirements.

Objectives:

  • Recall various international information return filing requirements
  • Calculate potential penalties for noncompliance.
  • Select from various remedies available to your clients.

Major Subjects:

  • Information returns for U.S. taxpayers with bank accounts, investments, businesses and trusts in foreign countries.

Advanced Prep:

None

Misc. Information:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.

To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).

Level of Difficulty:
Overview
Field of Interest:
Taxes
Prerequisites:

None

Designed For:

Tax practitioners advising U.S. taxpayers on foreign tax issues or preparing income tax returns for Americans abroad.

Instructors

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.