We will be attending as an exhibitor the following conferences:

• October 22-23, 2017 — NYU 76th Institute on Federal Taxation – Grand Hyatt, NYC
• November 12-13, 2017  — NYU 76th Institute on Federal Taxation – Fairmont San Francisco
• November 15-17, 2017 — CalCPA Federal, State, Local and International Taxation Conference – Burbank California
• December 6-8, 2017 — ABA 34th Annual National Institute on Criminal Tax Fraud – Wynn Las Vegas

Stop by and visit Mary Beth Lougen EA USTCP at our display in the vendor’s area.
See the software in action and check out our finished product!

Upcoming trainings and presentations

PFIC related:

• Potential Issues and Benefits
• Identification, reporting, elections
• PFIC/8621 Case Study

International Taxation:

• Foreign Earned Income Exclusion & Other Things International;
• The Canadian In America

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”.