Skip to main content

Tony Malik to Serve as International Tax Technical Contributor

We are delighted to announce that Tony Malik, our firm’s principal consultant, has been appointed as the technical contributor to an international tax course developed by Robert (“Bob”) McKenzie. Bob McKenzie, partner at the Chicago law firm of Arnstein & Lehr LLP, is a renowned tax attorney. For more information visit: https://interactive.naea.org/products/reporting-foreign-bank-accounts-assets

Point Square Consulting to Present on Foreign Tax and Treasury Reporting Before Financial Planning & Wealth Management Group

Our firm’s principal consultant, Tony Malik, has been invited to present on Foreign Tax and Treasury Reporting to Money Concepts, an association of thousands of independent financial professionals, on November 16, 2015. Tony, in his capacity as speaker, will focus on common international tax forms and related compliance considerations. He will also answer questions regarding international tax issues of concern […]

Firm Attends Plenary Session with IRS National Director – November 4, 2015

Learning about the IRS’s internal policies, procedures and administration of laws directly from high-level IRS officials is monumentally insightful to tax advisors. In this regard, our firm was very privileged to attend Kirsten Wielobob’s (IRS National Director of Appeals) plenary session in Orlando, FL on November 4, 2015. Ms. Wielobob addressed, in great detail, changes at the IRS […]

Point Square Consulting Contributes to Professional Tax Journal

We proudly announce that the September-October 2015 edition of the EA Journal, NAEA’s flagship publication, features the latest article authored by our Principal Consultant, Tony Malik. The article discusses international tax laws applicable to U.S. businesses upon establishing a foreign subsidiary. U.S. Tax Implications of Foreign Incorporations Reprinted with permission from the EA Journal, National Association of Enrolled Agents. Introduction […]

Tony Malik Honored as Fellow by the National Tax Practice Institute

We are pleased to announce that Tony Malik, our firm’s principal consultant, was awarded the prestigious Fellow title by the National Tax Practice Institute (NTPI) on August 3, 2015. Achieving Fellow status requires demonstrable expertise in tax law, IRS procedure and taxpayer representation. These skills are indispensable to our firm. As international tax advocates, we routinely represent taxpayers in […]

Point Square Consulting to Present on Expatriate Taxation Before Professional Tax Society

Our firm’s principal consultant, Tony Malik, has been invited to be the main speaker at the July 2015 meeting of the Atlanta Chapter  of the Georgia Association of Enrolled Agents (“GAEA”). In his capacity as speaker, Tony will speak on special international tax issues affecting U.S. expats. The presentation, titled Special Tax Issues for Expatriate Americans, will be geared […]

Foreign Retirement and Pension Plans Trigger Foreign Trust Reporting for U.S. Tax Purposes

Point Square Tax Consulting

It is not uncommon for American expats working abroad and recent immigrants to the U.S. to have an interest in a non-U.S. retirement, pension or social security type plan. Indeed, it is not even uncommon for such persons to have multiple foreign pensions. Under foreign laws, these non-U.S. pension plans typically receive tax-beneficial treatment. Additionally, these plans enjoy very little foreign […]

Point Square Consulting Advises Tax Policy Makers in Washington, D.C.

Tony Malik, our firm’s Principal Consultant, was busy meeting with government tax policy advisors and legislative directors on Capitol Hill this week. The major items Point Square Consulting advocated for during the political deliberations included: Tax reform towards stabilization of the law. Tax reform towards simplification of the law. Common-sense regulation of tax professionals in the aftermath of the Loving […]