Virtual
International Tax Lunch Series 2024
Date: Aug. 30, 2024
Time: 12 – 1 p.m. PT
CPE: 1
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.
Product Code
1000002938-126311
Credit Type
CPE: 1CPE-Technical: 1IRS-TX: 1MCLE: 1Intended Audience
CPAs, tax preparers and advisors who what to stay current on the latest developments on international tax issues.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- April 2024: Foreign-Owned Real Estate Purchase: How Should a Nonresident Acquire Title, and Why?
- 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
Other Dates
Faculty
Philip D.W. Hodgen
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....
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Debra Rudd
Debra graduated from Columbia University with a Bachelor of Arts degree in Philosophy in 2006, and completed a Master of Science in Taxation degree at Golden Gate University in 2020. She is the Senior Tax Accountant for HodgenLaw, and enjoys working with clients with a wide range of tax problems. Debra particularly enjoys working on expatriation planning projects and multi-year cleanup projects for tax returns.
More about Debra Rudd