Beyond Accounting Bitesize

The Beyond Accounting Bitesize Podcast aims to inspire finance professionals to use their expertise to transform businesses and create a positive impact on the wider communityEach episode features an interview with a Chartered Accountant who will provide insights how they made a difference to their company, industry, or society. You will get insights into how they became successful and predictions for the future of their industry. Check out www.cawnetworkusa.com for more webinars and events.

Beyond Accounting Bitesize is a business podcast hosted by Breiffni O Domhnaill, with 90 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Breiffni O Domhnaill hosts Beyond Accounting Bitesize, a business show with 90 episodes published.

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  Beyond Accounting Bitesize

  Expatriate Tax Maze (Part 5): Foreign Trusts, Throwback Tax & Hidden Traps

  May 29, 202610 min

  Foreign trusts are where some of the most expensive surprises in cross-border tax live. A trust quietly settled overseas — sometimes years before anyone in the family imagined moving to the United States — can trigger deemed realization events , punitive throwback taxes , and reporting obligations that catch families completely off guard. In the final episode of Navigating the Expatriate Tax Maze, Peter Trieu of BDO walks through: What actually makes a trust "foreign" in the eyes of the IRS (the control test and the court test) The critical difference between foreign grantor trusts and foreign non-grantor trusts How distributions to US beneficiaries are taxed — and why the throwback tax regime is so punishing The 5-year rule that pulls pre-immigration trusts back into the US net The deemed-sale trap when a foreign grantor trust converts to a non-grantor trust Form 3520 and 3520-A reporting requirements every US beneficiary and grantor needs to know A fitting close to the series — and a reminder that with foreign trusts, planning ahead is everything. If anything in this series raised questions about your own situation or your employees', Dave Zydek and Peter Trieu welcome a direct conversation. Contact details and the full series are available at cawnetworkusa.com. Brought to you by CAW Network USA in partnership with BDO.

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  Beyond Accounting Bitesize

  Expatriate Tax Maze (Part 4): US Gift & Estate Tax for Foreign Nationals

  May 29, 202645 min

  The US gift and estate tax is one of the most misunderstood areas of cross-border planning — partly because "resident" means something completely different here than it does for income tax. You can be a US income tax resident and still not be domiciled in the US for estate tax purposes, and that distinction can be worth millions of dollars. In part 4 of Navigating the Expatriate Tax Maze, Peter Trieu of BDO lays out: The domicile test for estate and gift tax — a facts-and-circumstances analysis very different from the income tax bright-line rules The $15 million lifetime exemption available to US-domiciled individuals The much smaller $60,000 exemption that applies to non-residents The 40% rate that kicks in above the exemption thresholds The curious dual treatment of US stocks — tax-free to gift as intangibles, but fully taxable in the estate at death Planning moves for non-residents holding US-situs assets Short, sharp, and essential for anyone with cross-border family wealth. Brought to you by CAW Network USA in partnership with BDO.

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  Beyond Accounting Bitesize

  Expatriate Tax Maze (Part 3): The US Expatriation Tax & Covered Expatriate Rules

  May 29, 202610 min

  Giving up US citizenship or handing back a long-held green card sounds like a clean break — but the US tax system has other ideas. Since the HEART Act of 2008, expatriating Americans and long-term green card holders can be hit with a mark-to-market exit tax that treats nearly everything they own as if it had been sold the day before departure. In part 3 of Navigating the Expatriate Tax Maze, Dave Zydek and Peter Trieu of BDO unpack: Who counts as a "covered expatriate" — and the three tests that pull you into the regime (tax liability, net worth, and certification) Who qualifies as a long-term green card holder (the 7-year rule) What the mark-to-market exit tax actually looks like in practice The 30% tax on future distributions from non-grantor trusts to former covered expatriates The 40% inheritance-style tax on US persons receiving gifts or bequests from covered expatriates Planning moves to avoid covered expatriate status — including primary residence sales, lifetime gifting, and spousal transfers Essential listening for anyone considering expatriation or advising clients who are. Brought to you by CAW Network USA in partnership with BDO.

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  Beyond Accounting Bitesize

  Expatriate Tax Maze (Part 2): Passive Foreign Investment Companies (PFICs) Explained

  May 29, 202619 min

  If you're a foreign national living in the United States and you hold a mutual fund, hedge fund, or private equity interest outside the US, there's a very good chance you own what the IRS calls a Passive Foreign Investment Company — or PFIC . The rules around PFICs are among the harshest in the entire US tax code, and getting them wrong can be enormously expensive. In part 2 of Navigating the Expatriate Tax Maze, Dave Zydek of BDO walks through: What actually makes a foreign investment a PFIC (the income test and the asset test) The three tax regimes you can fall under: the default method, the QEF election, and the mark-to-market election Why the default method can push your effective tax rate above 40% or even 50% The Form 8621 disclosure requirements — and why missing one can leave your US tax return open to audit indefinitely Common exceptions, including PFICs held inside treaty-recognized retirement plans like UK SIPPs Practical, plain-English guidance for anyone managing foreign investments while subject to US tax. Brought to you by CAW Network USA in partnership with BDO.

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  Beyond Accounting Bitesize

  Navigating the Expatriate Tax Maze 2026 (Part 1): Meet the BDO Experts

  May 29, 20268 min

  The US tax system can feel less like a framework and more like a minefield — especially if you're a foreign national living and working in the United States, or an employer responsible for international talent. In this opening episode of our 5-part series, Navigating the Expatriate Tax Maze, host David Powell introduces your guides: Dave Zydek , Tax Managing Director in BDO's Private Client Services practice, and Peter Trieu , Tax Principal based in San Francisco. Both work daily with high-net-worth individuals and family offices navigating complex cross-border tax issues. Dave and Peter set the stage, recap the foundational topics covered in part one of this webinar series (available on cawnetworkusa.com), and lay out the four deep-dive topics ahead: passive foreign investment companies (PFICs), the US expatriation tax, gift and estate tax for foreign nationals, and foreign trusts. Whether you're planning ahead or playing catch-up, this series is packed with practical insights to help you stay compliant and tax-efficient in the US. Brought to you by CAW Network USA in partnership with BDO.

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