Conferences

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”.

The presentation will provide a discussion on some unintended PFIC consequences and some even more unintended ways to make PFICs work for your clients.  We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

The presentation will provide a discussion on some unintended PFIC consequences and some even more unintended ways to make PFICs work for your clients.  We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.

This is not your standard session on what is a PFIC and how is it taxed, it is more strategy based and give the participant a different way to look at PFICs. We will cover an often overlooked pitfall in the QEF election as well as some ways to make the PFIC regulations benefit your client in the right situation.