Attending CalCPA‘s conference this week?

Come listen to our own Beth Lougen tomorrow at her workshop: Understanding Form 8621 in Room A at 3:05 pm. Or drop by the Expat Tax Tools booth for a free demo.

Press Release

Mary Beth Lougen of Expat Tax Tools to speak at USD School of Law – PITI Conference

SAN DIEGO, October 5, 2016 /PRNewswire/ — Expat Tax Tools is proud to announce that COO Mary Beth Lougen has been asked to speak at the The University of San Diego School of Law – Procopio International Tax Institute international tax conference, held on October 20-21 at the Joan B. Kroc Institute for Peace and Justice in San Diego. Mary Beth states that this is a very prestigious event and she is honored to be asked to be a part. Mary Beth’s topic for discussion is “Taxation Dilemmas of International Retirement Plans”.

New Feature

• Ability to key in transactions using the USD amounts when the statements are in US currency instead of the original functional currency of the investment and/or account.

New in this update

• New user interface to match the cloud version of the calculator
• Enhanced PDF generation (documents are no longer saved on the server, but generated as needed)
• Statistics: Total Number of forms and funds, total FMV in client portfolio.
• 2005 forms and calculation

Missed our free Form 8621 webinar?

Watch the recording from June 2, 2016.

Handouts and Examples

• Presentation Handout
• PowerPoint Presentation
• Basic Example
• Basic Example With Annualized Distributions
• Comprehensive Example

Fixes

• Annualized distributions calculation for line 15b fix

How to Calculate Form 8621 Part V – Line 15?

You are invited to a webinar hosted by TaxConenctions and Mary Beth Lougen of Expat Tax Tools.

June 2, 2016 @ 1 PM EST

The focus of the webinar will be to share with you some tips on preparing Form 8621 for passive foreign investment companies. Our Form 8621 Calculator software will used to run scenarios and show what the completed forms and calculations should look like.

This webinar qualifies tax professionals with valid PTINs- 1 CE for Federal Tax Law

Click here to find out more and register to the webinar.

Handouts and Examples

• Presentation Handout
• PowerPoint Presentation
• Basic Example
• Basic Example With Annualized Distributions
• Comprehensive Example

Fixes

• Mark to Market PDF statement – added missing table
• Fund name fix on PDF statements
• Transaction import – total units fix

New

• Ability to enter the Excepted Specified Foreign Financial Assets information

New Transaction Type

• Distribution / Cost base adjustment – to be used when the
  distribution reinvested was not used to buy additional units, but
  increased the cost base of the units in hand.

Fixes

• Login problem fixes.

You are invited to a webinar hosted by TaxConenctions and Mary Beth Lougen of Expat Tax Tools.

May 12, 2016 @ 1 PM EST

The focus of the webinar will be to share with you some tips on preparing Form 8621 for passive foreign investment companies. Our Form 8621 Calculator software will used to run scenarios and show what the completed forms and calculations should look like.

This webinar qualifies tax professionals with valid PTINs- 1 CE for Federal Tax Law

Click here to find out more and register to the webinar.

Handouts and Examples

• Presentation Handout
• PowerPoint Presentation
• Basic Example
• Basic Example With Annualized Distributions
• Comprehensive Example