International Tax Lunch Series 2024
1.00 Credits
Member Price $49
Non-Member Price $59
Overview
The International Tax Lunch Series covers various interesting, current tax topics that face practitioners with clients with international interests and tax needs. Some of the subjects we will look at in the 2024 season include. Issues related to foreign real estate, foreign grantor trusts, expatriation income, real estate holding structures, and more.
Highlights
- May 2024: Foreign-Owned Real Estate Holding Structures: Corporate Structures In Depth
- June 2024: Foreign-Owned Real Estate Holding Structures: Trust Structures in Depth
- July 2024: Foreign-Owned Real Estate Holding Structures: Fixing Problems
- August 2024: Foreign-Owned Real Estate, the Ownership Phase: Income Taxation
- September 2024: Real Estate Disposition Case Study: Sale of a California Personal Residence -- Taxation, Withholding, Tax Returns
- October 2024: Preparing an Expatriation Income Tax Return and Form 8854
- November 2024: What Kind of Trust is This? Foreign/Domestic, Grantor/Non-grantor, Simple/Complex
- January 2025: Foreign Grantor Trusts: Taxation, Tax Compliance, and Use Cases
- February 2025: Foreign Non-grantor Trusts: Taxation, Tax Compliance, and Use Cases
- March 2025: Foreign Non-grantor Trust Distributions to U.S. Beneficiaries
Prerequisites
None
Designed For
CPAs, tax preparers and advisors who what to stay current on the latest developments on international tax issues.
Objectives
- Determine holding structures for Foreign-owned real estate
- Understand tax liability as a non-resident
- Identify the difference between different foreign trust types
Preparation
None
Leader(s):
Leader Bios
Philip Hodgen, CalCPA Education Foundation
Philip D. W. Hodgen, Esq, LLM, 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.
Non-Member Price $59
Member Price $49