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Foreign Taxes - San Gabriel Valley Dinner Meeting
Marie Callenders City of Industry
1560 Albatross Rd Puente Hills Mall East
City of Industry, CA 91748
Thursday, July 12, 2018, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

Foreign Taxes
San Gabriel Valley Dinner Meeting


Thursday, July 12, 2018
6:00 p.m. - 9:00 p.m.


Marie Callendars - La Puente
1560 Albatross Rd.
City of Industry , CA 91748


This is an intermediate course that discusses the various reporting and filing requirements for taxpayers whom invest and engage in business activities overseas. In the course you will learn the specific reporting requirements of U.S. taxpayers who have: Foreign bank accounts, Foreign trust, Interest in foreign partnerships and interests in foreign corporations.


William E. Rogers, MBA, CFP, EA

Mr. Rogers is the founder of ASCEND Business Advisory, a small tax and financial advisory firm in Rancho Santa Fe, Ca. He earned a Bachelors degree in Bus. Management from the University of Redlands, and an MBA from the University of So. Calif. and an MS in Finance from Golden State University. He is also a Certified Financial Planner and an Enrolled Agent before the I.R.S. He has served as past president of the North County Chapter of the Calif. Society of Tax Consultants, Past President of the Palomar Chapter of the Cal. Society of Enrolled Agents and also served as a Director for the Calif. Society of Enrolled Agents.


Member: $35
Non-Member: $45

Name and Number for the Person to Contact to Register:

Carmen Hustad: [email protected] or 909-896-6521

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01006-18-I
CTEC: 1000-CE-4382

Knowledge Level:

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: Carmen Hustad: [email protected] or 909-896-6521