International Tax Lunch: Solving Individual Tax Problems with Treaties Webcast | 4203818A

Date :
October 9, 2020 12:00 PM - 1:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Overview
Member Price :
39.00
Nonmember Price :
49.00
CPE Credits :
CPE 1.00, MCLE 1.00, MCLE LS-TX 1.00
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Tax treaties between the United States and other countries cover a variety of topics, including income. The treaties create a parallel Federal tax law to the Internal Revenue Code, and sometimes it is useful to opt out of the Code and into the treaties for tax planning purposes.  In this presentation, we will focus on individual taxpayers:  when are tax treaty elections permitted, how you make an election, and how you decide whether making a treaty election is a good idea.

 

Objectives:

 

* Identify when treaty elections are permitted
* How to prepare Form 8833 to make the treaty election
* When is it useful to make a treaty election?
* Making a treaty election to make yourself a nonresident of the USA

 

Major Subjects:

 

* Income tax treaties
* Form 8833

 

Advanced Prep:

 

None.

 

Misc. Information:

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

None.

 
Designed For:
 

Lawyers and CPAs.

 

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.

Materials:

  • Materials - ebook