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 calculations
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 investments and/or account.
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”.