May 29, 2015

In-Person

NYCPA Offices - New York
200 Madison Avenue, 11th Floor, New York, New York 10016

NYSED 2
•
NASBA 2

Tax Planning and Paperwork for Successful Expatriation

Join the International Taxation Committee for our 2 hour technical session on Tax Planning and Paperwork for Successful Expatriation.

May 29, 2015
In-Person
NYSED 2
•
NASBA 2

Tax Planning and Paperwork for Successful Expatriation

Join the International Taxation Committee for our 2 hour technical session on Tax Planning and Paperwork for Successful Expatriation.

  • View Bio

    Instructor

    Phil
    Hodgen

    View Bio

    Mr. Phil Hodgen

    Bio
    Professional chops: past Chair of the International Tax Committee of the State Bar of California’s Tax Section. Member of the Executive Committee of the State Bar of California’s Tax Section for 2004-2007. Organizing Committee of the California Society of CPAs’ first annual conference. Frequent, non-boring speaker at conferences and many other events. Always have multiple currencies in my wallet.
Join the International Taxation Committee for our 2 hour technical session on Tax Planning and Paperwork for Successful Expatriation.

Learning Objectives

To increase the knowledge of the International Individual Tax CPA to this increasingly important tax issue.

Major Topics

  • Review of IRC 877A, including preparation of Form 8854
  • Pre-event tax planning
  • Use of income tax treaties to mitigate situations

CPE Credits Available

NYSED 2
NASBA 2
2
Taxation (NYSED) - NYSED
2
Taxes (NASBA) - NASBA

NYCPA Offices - New York

200 Madison Avenue, 11th Floor, New York, New York 10016

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

  • CPAs who have clients with dual citizenship or green cards who are contemplating expatriation or have expatriated
  • IRC Section 877A

Provider

Foundation for Accounting Education

This event has ended.