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Tax Planning and Compliance for Multinational Families (4152147E)
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"International tax rules add a layer of complexity to cross-border investments, immigration and wealth transfers across borders. And noncompliance can spell enormous penalties. Redesigned for 2015-16, this course covers tax planning and compliance topics for multinational families, including situations where assets cross borders and family members changing from resident to nonresident and back. Get smart, spot the issues and determine how to solve problems for these clients. We'll review the b

1/11/2016
When: 1/11/2016
7:30 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Philip D. Hodgen Esq, LLM
Contact: April Deneault
801-834-6634


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International tax rules add a layer of complexity to cross-border investments, immigration and wealth transfers across borders. And noncompliance can spell enormous penalties. Redesigned for 2015-16, this course covers tax planning and compliance topics for multinational families, including situations where assets cross borders and family members changing from resident to nonresident and back.
Get smart, spot the issues and determine how to solve problems for these clients. We'll review the basics, as well as deep dive on selected subjects, including real estate investments; foreign trusts, corporations and PFICs; and expatriation rules for relinquishing citizenship or green card status.

 


  Objectives:




    Identify tax principles that apply to nonresidents, residents and cross-border investments.
    Determine what multinational families do, and what tax problems come up.
    Determine how changing status between resident and nonresident affects how income is taxed, as well as estate and gift tax pitfalls.
    Identify the default opening strategy for dealing with tax issues and how to change your strategy if contrary facts pop up.
    Recognize federal tax compliance, what to file and what to do when something has not been filed.

   
  
  
        
   

Major Subjects:

 



    How nonresidents are taxed
    Determining status change from resident to nonresident or vice versa
    Forms: 1040NR, 3520, 5471, 8621, FBAR, 8938 and more
    Holding structures for inbound investments and wealth transfers
    Foreign grantor and nongrantor trusts for multinational family wealth transfers
    Real estate investments, including holding structures and financing strategies
    Expatriation and the exit tax
   

              

Designed For: Tax practitioners who advise or prepare tax returns for nonresidents with U.S. investments or U.S. resident family members; U.S. residents who have foreign family members and receive gifts or inheritances from them, or do business with them.
 
 

Prerequisite:   None

Advanced Prep:  None

Speaker: Philip D. Hodgen Esq, LLM

Vendor: CalCPA

Field of Study:     Taxes

Level:  Beginning

CPE Credit: 8 Hours

Acronym:  TMNF

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Philip D. W. Hodgen is the principal attorney for Hodgen Law Group, which specializes in the international tax arena. He earned his undergraduate degree from Claremont McKenna College and his law degree from the School of Law at the University of California, Los Angeles. He then went on to earn a Master of Laws degree with a specialty in taxation from the University of San Diego School of Law.   Admitted to the California bar in 1982, Mr. Hodgen spent nine years in law firms and with a large U.S. bank before starting his own firm in 1991. For six years of his youth, he lived in Rhodesia, South Africa and New Zealand.   Mr. Hodgen 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 for 2004-2007.   Mr. Hodgen frequently speaks on a variety of international tax, trust and estate topics to attorneys, accountants, real estate professionals and other groups.

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