Financial Management Consultant Services

news and notable

The latest edition of the Fisken Fiscal Facts has been published. More Info

Providing internal financial management consultancies to Non Profit Organizations and consulting firms, plus short term financial management consultancies overseas.

Welcome to Fisken & Company



Dear Client/Colleague;

The purpose of this edition of the FISKEN FISCAL FACTS E-mail is to let you know that I will be conducting a Seminar on Taxation of Overseas Americans for the Association of PVO Financial Managers (APVOFM).

This will be the eighth consecutive year that this Seminar has been sponsored by APVOFM. There will be a new presenter this year: Deborah Cohn, Esquire of the law firm Paley Rothman. Deborah's presentation will treat "Estate Planning for Americans Married to Non-USA Citizens".

The Seminar will continue its core presentations of:

  • Taxation of Overseas Americans-issues, forms, and update: conducted by Bernie Fisken of Fisken & Company, International Financial Management Consultants.
  • Taxation of Foreign Nationals associated with PVOs in the USA: conducted by Claire Timmons of Gelman, Rosenberg & Freedman CPAs.
  • What does and does not go on the Form W2: conducted by Kate Fisken of Gelman, Rosenberg & Freedman CPAs

This Seminar has recently been posted to the APVOFM Website of:

The APVOFM Website posting includes not only the Seminar Announcement, but a Seminar REGISTRATION FORM as well.

The Seminar is particularly geared for Accounting and Human Resources Staff of organizations that have Americans posted overseas. Persons who have benefited from this Seminar in the past include CFO's, Controllers, Payroll Specialists, and HR personnel.

Areas to be covered include:

  • Treatment of allowances, such as Housing and Education
  • Treatment of Moving expenses
  • Treatment of American consultants living overseas
  • Adequate Accounting for employee expense reimbursements
  • Qualifying for the Overseas Earned Income Exclusion under the 2 tests
  • Organization's role in providing tax assistance to American staff overseas
  • Dealing with state income tax issues for American staff posted overseas

Participants will receive a highly acclaimed Handbook containing tax forms, tax instructions, and considerable reference materials.

This one day Seminar will be conducted on Friday 3 December 2004 at the Carnegie Conference Center located at 1779 Massachusetts Avenue, NW Washington DC. The Carnegie building is conveniently located but 2 short blocks from Dupont Circle. The Metro Red Line has a Dupont Circle stop.

The Seminar qualifies for 7 units of CPE.

For further details on this Seminar, you can contact me or Alison Smith, Executive Director of APVOFM. My communication coordinates at Fisken & Company appear in the signatory section below. Alison Smith's communication coordinates are:

E-mail address:

Telephone number:(203) 226-3650

I do hope that you or your colleagues can attend.

Bernie Fisken

Bernard J. Fisken, President
Fisken & Company, Taxation and Financial Management Consultants
7437 Arlington Road
Bethesda, MD 20814
301-907-3173 Tel
301-907-6772 Fax

Your referrals are both welcomed and appreciated