Exit Tax Rules for Would-Be Expats-CD

Exit Tax Rules for Would-Be Expats-CD

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The Exit Tax Rules for Would-Be Expatriates

This 90 minute web seminar was originally presented live on January 20, 2011.

U.S. Citizens and permanent residents who expatriate can be hit with massive income tax liabilities under the latest iteration of the exit tax laws. Their U.S. heirs may have to pay tax when they inherit or receive property from their expatriate parents. Would-be expatriates should understand the tax cost of relinquishing citizenship or permanent resident status before they take that fateful step.

  • Tax Rules for U.S. Citizens and Residents Living Abroad
  • Tax Consequences of Involuntarily Losing LPR Status
  • Who Is Subject to the Exit Tax? Who Is Exempt?
  • How Is the Tax Calculated?
  • What Can You Do to Reduce the Exit Tax?
  • What Tax Paperwork Is Required of a Person Expatriating from the U.S.?

AILA has not applied for and is not administering CLE credit for this OnDemand program. However, CLE self-study credit may be available in your jurisdiction. Please check your jurisdiction’s CLE rules on the AILA CLE Center for more information.


Steve Trow (dl), Washington, DC

Steve Trow has over 30 years of experience in immigration and citizenship law. He is particularly interested in the intersection of immigration law and tax law. Mr. Trow advises high net worth clients and their professional advisors on: integrating immigration planning with tax planning, developing immigration strategies to avoid U.S. tax residency and to avoid the U.S. exit tax on citizens and permanent residents who expatriate, spotting “accidental citizens” who are not aware of their U.S. citizenship, and voluntarily surrendering U.S. citizenship or permanent resident status.

Paula M. Jones, Philadelphia, PA

Paula M. Jones is an attorney at Reed Smith in Philadelphia. She advises clients on all aspects of U.S. estate and gift taxation, the creation, migration and maintenance of U.S. and foreign trusts, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the U.S., charitable giving overseas, offshore account compliance, administration of estates of foreign individuals with U.S. property and other related matters.

Phil Hodgen, Pasadena, CA

Phil Hodgen does (almost) nothing but international tax law. He has done the usual Bar Association stuff, including serving as a former Vice Chair of the California Bar's Tax Section. He is on the organizing committee for the California Society of CPA’s annual International Tax Conference, was this year’s conference Chairman, and speaks at the conference when he isn’t the MC. He speaks frequently on international tax topics to accountants, lawyers, and bankers. Check out www.hodgen.com for more.

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