2021 TaxTrek International Conference

Globalization isn't just a buzzword describing our modern economy, it impacts the work of businesses and individuals—and the tax professionals who advise them. Whether this includes individuals with international holdings, U.S. citizens working in foreign countries, multinational families, families with international business interests or foreign nationals working in the U.S., tax professionals need an understanding of the forms, reporting requirements, standards and regulations required for international tax. Clear overviews, insightful discussions and best practices from international tax experts are the hallmarks of this event. Join us Nov. 16 to learn about various advanced topics that include detailed review of the biggest changes in individual and corporate taxation for 2021, practical advice for guiding your clients to minimize tax costs and best practices to help you prepare for the upcoming tax season.

WHEN: Nov. 16, 2021 | 8:30 a.m.–4:30 pm PT

WHERE: Online

Key learning objectives:

  • Practical ways to advise foreign individuals or families who are entering or leaving the United States, or who have dual status.
  • Identify new requirements, standards and regulations that impact your international clients and domestic clients with global business interests.
  • Recognize and understand tax, legal and other business matters pertaining to foreign investments.

Major subjects to be covered:

  • New developments
  • CRS and FATCA 
  • Enforcement
  • When to File Form 5472 and What to Put on It 
  • Form 5471
  • Outbound Americans (Individual—Deep dive)
  • Outbound International (Corporate) 
  • Inbound International (Individual - Deep dive)
  • Inbound International (Corporate)
  • Cryptocurrency Compliance
  • Expatriation (Deep dive)
Expert speakers include:
  • Krystle Chow, CPA, Partner at Spott, Lucey & Wall, Inc. CPAs
  • Cindy Hsieh, CPA, Tax Partner at Golden Gate Associates
  • Carole Jodi Trent, CPA, Director at KBF CPAs
  • Debra Rudd, CPA, CPA at HodgenLaw PC
  • Jay Weill, Partner at Sideman & Bancroft LLP
  • Isaac Gamez-Chin, CPA, Tax Manager at Golden Gate Associates
  • Jeff Driesen, Esq., Director International Tax at Moss Adams
  • Joy Chang, Partner at Withersworldwide
  • Pamela Drucker, Esq. Tax Partner at Armanino
  • Zac McClure, MBA, Co-founder at TokenTax
  • Jordan Reichelt, CPA, Senior Manager at Spott, Lucey & Wall CPAs
  • John Apuzzo, CPA, International Tax Services at RSM US LLP
  • Peter Cotorceanu, CEO & Founder at GATCA & Trusts Compliance Associates LLC (G&TCA)
  • Juan D. Guillen, CPA, MBT at Kallman + Logan & Company, LLP
  • Joe Calianno, CPA, J.D., LL.M., Managing Director at Andersen Tax

Learn more about the speakers online.

About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, academia, students and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually.



David Colgren 
Colcomgroup, Inc.
Email | (917) 587-3708