International Tax Conference 2021 WEBCAST

Thursday, May 27 8:00am - 5:00pm PDT

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8.0 Credits

Member Price $259.00

Non-Member Price $359.00

Overview

Some say the world is shrinking due to technology and globalization. The world is also becoming more complex. The International Tax Conference will highlight the new laws, rules and trends affecting your international tax practice. Recognized experts in this field will share practical information that CPAs, tax advisors, attorneys, financial officers, and other tax professionals need to know to advise clients in today’s global economy. Register today for the International Tax Conference!

Highlights

The International Tax Conference will highlight the new laws, rules and trends affecting your international tax practice.

Prerequisites

None.

Designed For

CPAs and tax professionals with a focus on international issues.

Objectives

Attend the only WSCPA conference focused entirely on untangling the complicated web of international taxation and ensure you have the most relevant and up-to-date information to serve businesses in today’s international marketplace.

Preparation

None.

Notice

This event features reduced virtual-event pricing. Find all events with virtual-event pricing here. For additional discounts, view our Value Programs

Monday, May 17

General Session

2:50pm - 3:00pm PDT Break

Thursday, May 27

General Session

7:30am - 8:00am PDT Welcome Screen

General Session

8:00am - 8:05am PDT Welcome and Announcements

General Session

8:05am - 9:05am PDT New Form 5471

Moses Man President & Owner, M Squared Tax PLLC

Moses Man

Moses Man, CPA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assists CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master’s in Taxation from the University of Washington.

Roughly 30 changes have been made to the new Form 5471, which was revised in December 2020!  Most notably, the new Form 5471 now has nine different category filers. Join Moses Man for a high-level overview of the major changes and an in-depth discussion on each type of category filer. 

General Session

9:05am - 9:10am PDT Break

General Session

9:10am - 10:00am PDT Inbound Entity Structuring

Tuan Ngo

During this session learn about topics that are most relevant in planning for foreign persons and entities doing business in the United States. Tuan Ngo will discuss optimal tax structuring for inbound investments, including formation of U.S. business, financing U.S. operations, and inbound acquisition and structuring.

General Session

10:00am - 10:05am PDT Break

General Session

10:05am - 11:05am PDT Tax Treatment of UK Pensions

Michael Lewis

General Session

11:05am - 11:10am PDT Break

General Session

11:10am - 12:00pm PDT Tax Treaties

Kyle Dawley

General Session

12:00pm - 12:30pm PDT Lunch

General Session

12:30pm - 1:30pm PDT TBD

Tiffany Kawasaki CPA, Kawasaki Tax and Consulting, PLLC

Tiffany Kawasaki

As a manager in the firm’s tax practice, Tiffany provides consulting and compliance services to a wide variety of clients with federal, international, and multistate tax requirements. Her practice includes clients in technology, manufacturing, and private equity fields; as well as individuals. Tiffany is experienced with global information reporting and withholding compliance and consulting. She believes that, through understanding her clients’ objectives and business models, she can provide the most relevant and appropriate tax advice.

Lydia Ahn

Lydia Ahn

Lydia Ahn is a Principal at Ahn Tax & Business Advisors PLLC. Her areas of specialty include real estate, cross-border business, foreign asset holdings and taxation of US persons living abroad. Lydia helps businesses manage their world-wide tax liability and explore implications of cross-border investments and operations. Lydia is a regular presenter on cross-border and real estate topics at various seminars and continuing education classes in the US and Canada. Lydia received her bachelor’s degree from Western Washington University and has completed international taxation courses at Golden Gate University. Lydia is a member of the WSCPA International Taxation Committee and President of the Bellingham Chapter of the WSCPA.

General Session

1:30pm - 1:35pm PDT Break

General Session

1:35pm - 2:50pm PDT Revenue Procedure 2020-17 - Form 3520/Form 3520-A

RaDel Lloyd International Technical Specialist, Internal Revenue Service

RaDel Lloyd

RaDel Lloyd is a CPA and Chartered Managerial Global Accountant, CGMA, with 20 years of accounting experience. She has a bachelor’s and master’s degree in professional accountancy from the University of Utah and started her tax accounting career with Deloitte & Touché in 1999. RaDel joined the IRS in 2009 in their Large Business and International Division. She has held positions as a Revenue Agent, Senior Team Coordinator and Subject Matter Expert. RaDel has been a Foreign Entities Technical Specialist in Withholding and International Individual Compliance for the past five years. As a Technical Specialist she facilitates and coordinates the identification, development, and resolution of international issues related to individuals and their foreign entities including foreign trusts, corporations, partnerships and disregarded entities.

General Session

3:05pm - 3:55pm PDT Biden International Tax Proposals

Chris Clifton

General Session

3:55pm - 4:00pm PDT Adjourn

Leader(s):

Leaders

Lydia Ahn

Lydia Ahn is a Principal at Ahn Tax & Business Advisors PLLC. Her areas of specialty include real estate, cross-border business, foreign asset holdings and taxation of US persons living abroad. Lydia helps businesses manage their world-wide tax liability and explore implications of cross-border investments and operations. Lydia is a regular presenter on cross-border and real estate topics at various seminars and continuing education classes in the US and Canada. Lydia received her bachelor’s degree from Western Washington University and has completed international taxation courses at Golden Gate University. Lydia is a member of the WSCPA International Taxation Committee and President of the Bellingham Chapter of the WSCPA.

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Moses Man

Moses Man, CPA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assists CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master’s in Taxation from the University of Washington.

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RaDel Lloyd

RaDel Lloyd is a CPA and Chartered Managerial Global Accountant, CGMA, with 20 years of accounting experience. She has a bachelor’s and master’s degree in professional accountancy from the University of Utah and started her tax accounting career with Deloitte & Touché in 1999. RaDel joined the IRS in 2009 in their Large Business and International Division. She has held positions as a Revenue Agent, Senior Team Coordinator and Subject Matter Expert. RaDel has been a Foreign Entities Technical Specialist in Withholding and International Individual Compliance for the past five years. As a Technical Specialist she facilitates and coordinates the identification, development, and resolution of international issues related to individuals and their foreign entities including foreign trusts, corporations, partnerships and disregarded entities.

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Tiffany Kawasaki

As a manager in the firm’s tax practice, Tiffany provides consulting and compliance services to a wide variety of clients with federal, international, and multistate tax requirements. Her practice includes clients in technology, manufacturing, and private equity fields; as well as individuals. Tiffany is experienced with global information reporting and withholding compliance and consulting. She believes that, through understanding her clients’ objectives and business models, she can provide the most relevant and appropriate tax advice.

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Non-Member Price $359.00

Member Price $259.00