On October 26, 27 & 28, join us in New York City for a three-day deep dive into the most essential, advanced, and rapidly evolving areas of international tax practice.

Now in its 13th year, the International Tax Conference brings together leading experts and practitioners for three days of in-depth learning on the most essential, advanced, and emerging issues in global taxation.
Attendees will gain practical, real-world strategies for navigating cross-border reporting, tax treaties, entity structures, foreign income, and complex compliance challenges. Whether you’re building foundational knowledge or sharpening high-level skills, this conference offers the guidance, tools, and insights you need to confidently support internationally engaged clients and stay ahead in a rapidly evolving field.
• Rita Ryan, JD, LL.M | Founder, RR International Tax
• Andrea Valois | VP Operations, American Expat Tax Services
• Frank Agostino, ESQ | Kostelanetz, LLP
• Marina Hernandez, EA, CFP | Swiss American Wealth Advisors
• John Sheeley, EA | Owner, Tax Practice Pro

Rita Ryan is the Founder of RRITS and a seasoned Tax Attorney with more than 18 years of experience advising clients on cross-border personal/business taxation, international investment structuring, multi-jurisdictional estate planning, and U.S. tax compliance obligations arising from global activities and holdings. She is widely regarded for her ability to navigate complex international tax regimes and translate evolving regulatory requirements into practical, strategic guidance.
In addition to her client-facing work, Rita serves as a trusted advisor to fellow tax professionals, providing specialized support in identifying international reporting obligations, advising on complex filings, and reviewing workpapers and forms to ensure technical accuracy in an increasingly dynamic international compliance environment.
Prior to founding RRITS, Rita served as Chief Financial Officer and Head of Private Client Services at M+, where she focused on integrated tax, business, and wealth preservation planning for high-net-worth business owners and their families. Earlier in her career, she founded and led Wolf & Co.’s International Tax Services Practice, advising both individuals and entities on the tax planning and compliance aspects of international ownership structures. Rita began her legal career in private practice as an Associate Attorney at Vacovec, Mayotte & Singer, LLP, concentrating on international and domestic taxation, estate planning, and tax controversy matters.
Rita is also an Adjunct Professor in the Graduate Tax Program at Boston University School of Law, where she co-founded and co-teaches the course Foreign Information Reporting and Withholding. In addition, she regularly teaches advanced international tax topics for Tax Practice Pros, LumiQ, and the National Association of Enrolled Agents, contributing to the education of practitioners nationwide.

Frank Agostino is one of the most accomplished tax controversy attorneys in the country, with more than four decades of litigation experience and a string of landmark victories that have reshaped IRS enforcement and Tax Court procedure — including Commissioner v. Zuch before the U.S. Supreme Court (2025) and Chai v. Commissioner in the Second Circuit (2017).
Because of Frank’s stellar reputation in the tax bar, he has been ranked in Chambers in Band 1 for Tax: Fraud Nationwide (USA) and in Band 1 for High Net Worth Private Client: Tax.
A former IRS District Counsel attorney and Special Assistant U.S. Attorney, Frank has also taught tax controversy at Seton Hall and Rutgers Law, and currently serves on the Advisory Board of the Journal of Tax Practice and Procedure.

Marina Hernandez is a Certified Financial Planner™, Enrolled Agent, and Global Financial Planner with a specialized focus on U.S.–Swiss cross-border planning. She founded MHTax in 2009 and Swiss American Wealth Advisors in 2020 to provide integrated tax and wealth guidance to international families seeking clarity, simplicity, and objective advice.
Since 2016, Marina has served as an instructor with Tax Practice Pro and has been teaching with the Global Financial Planning Institute since 2020. She is passionate about equipping Enrolled Agents, CPAs, CFP® professionals, and other advisors with the technical expertise and practical insight needed to serve globally mobile clients, including Americans living abroad and foreign nationals relocating to the United States.
Outside of her professional work, Marina supports educational initiatives for underserved children in the U.S. and South America. She also enjoys traveling with her husband to visit their children, extended family, and friends around the world.

Andrea Valois has spent more than 18 years navigating the thrilling world of international tax — because apparently ordinary complexity just wasn’t enough. As Vice President of Operations at American Expat Tax Services since its inception in 2013, Andrea leads a team of highly skilled practitioners specializing in U.S. and Canadian cross-border taxation, international reporting compliance, and multi-jurisdiction tax planning.
Known for translating “IRS panic” into practical solutions, Andrea works closely with both clients and fellow tax professionals to identify international reporting issues, restore compliance, and develop sustainable long-term tax strategies. She is equally passionate about education, regularly helping practitioners worldwide better understand the ever-evolving landscape of international tax law — preferably before the letters from tax authorities arrive.
Before helping build American Expat Tax Services, Andrea led a team of 286 cross-border tax practitioners for one of Canada’s largest retail tax organizations, proving early on that managing complex tax matters and large teams pair surprisingly well with caffeine and color-coded spreadsheets.
On the rare occasion Andrea steps away from her office, she can usually be found fishing, camping in the foothills of the Rocky Mountains, or making memories with her large family — all places where the only “filings” involve tackle boxes and campfire stories.
Includes registration to the International Tax Conference
Day 1 Bootcamp on Oct 26
Includes registration to the International Tax Conference
Any 2 Conference Days
Includes registration to the International Tax Conference
Day 1, 2 & 3 on Oct 26, 27 & 28


Join us for this stand-alone day of our 3-day International Tax Conference, where Rita Ryan, JD, LL.M, will guide you through the essentials of international tax compliance. Whether you are a seasoned professional or new to the field, this bootcamp will equip you with the knowledge and tools you need to confidently manage international tax issues for your clients. This is an invaluable opportunity to enhance your skills, earn continuing education credits, and position yourself as an expert in a growing area of tax practice. Seats are limited—register now and take the next step in your professional journey!
Rita Ryan, JD, LL.M | Founder, RR International Tax
Step into the world of international tax with our comprehensive International Bootcamp. This 8-hour, 8 IRS CE/NASBA, CTEC & Texas CPE program is designed for tax professionals who are ready to expand their expertise into the complexities of cross-border taxation. No prior knowledge of international tax is required, but a solid foundation in tax preparation is recommended.

This day is essential for professionals aiming to refine their expertise in international tax. With sessions led by Rita Ryan and Andrea Valois, you will gain actionable insights and practical knowledge directly applicable to your practice.
Rita Ryan, JD, LL.M | Founder, RR International Tax
Andrea Valois | VP Operations, American Expat Tax Services
Day 2 moves from foundation to application. The program opens with a timely look at the GILTI-to-NCTI transition—what changed, why it matters, and how to apply it. The day then shifts into a technical examination of inbound investment by foreign businesses expanding into the U.S., with a focus on the compliance gaps practitioners encounter in small domestic operations. It closes with a deep dive into foreign pension reporting and a comprehensive case study that runs a single client through multiple intersecting international issues, from fact-gathering through final reporting decisions. Designed for intermediate-level practitioners ready to work through real problems.

This final day is crucial for professionals who want to stay ahead of the curve in international tax. With top-tier speakers like Frank Agostino, ESQ and Maris Hernandez, EA, CFP, you will gain the knowledge and strategies needed to navigate the most complex issues in global tax compliance.
Whether you are dealing with nonresident estates, sourcing international income, or leveraging AI in tax practice, this program offers the advanced insights you need to excel. Secure your spot now and elevate your expertise in international tax with this essential program!
Frank Agostino, ESQ | Kostelanetz, LLP
Marina Hernandez, EA, CFP | Swiss American Wealth Advisors
Day 3 brings the conference to a close with a focus on high-stakes compliance, penalty exposure, and the practitioner judgment required when things go wrong. The morning sessions address two of the most consequential penalty regimes in international tax, equipping attendees with defensible strategies and practical tools for managing client exposure. The afternoon shifts to advanced case studies covering expatriation, dual-status filers, treaty interaction with domestic law, and post-departure tax considerations. This final day is designed for practitioners who need to advise with confidence in complex, high-risk international matters.


Fred is a CPA with 25 years of experience in the industry. Despite his advanced age, he manages to remain spritely. He enjoys windsurfing, mixed martial arts and macramé. Fred is an active member of PETA and enjoys a vegan lifestyle. Fred has been the fearless leader of the BQ team since 2007.


Lecturer and Accounting Program Director, California Lutheran University. Attorney, Enrolled Agent, and CPA. Active member of the California Society of Enrolled Agents, San Fernando Valley Chapter (past chapter president and current state director) and the National Association of Enrolled Agents. MBA (2022). Masters in Taxation (2016). Fellow of the National Tax Practice Institute (2015).


Heather is an Associate Attorney in the Tax Controversy and Tax Advisory practice groups at Frost Law, where she co-chairs the firm’s Pro Bono Committee. She is also an Enrolled Agent and a fellow of the National Tax Practice Institute, with over a decade of experience in tax compliance and controversy on the federal and state levels for individuals and small businesses. She has represented clients in a wide variety of cases, including collection enforcement defense, examination defense, Trust Fund Recovery Penalties, penalty abatements, and innocent spouse relief requests before various IRS units and state revenue agencies.
Heather is a passionate volunteer with the Maryland Volunteer Lawyers Service (MVLS) Low-Income Taxpayer Clinic, and earned the "Young Volunteer of the Year" award in 2020. Most recently, the Taxation Section of the Maryland State Bar Association recognized Heather with the J. Ronald Shiff Memorial Pro Bono Award in 2025. In her free time, Heather enjoys traveling, off-roading, and swimming.


Irene Wachsler is a Certified Public Accountant specializing in accounting and tax solutions for small businesses, self-employed individuals, nonprofits, and the film and entertainment industry.
Irene is dedicated helping her clients keep their financial lives organized, use their numbers make better financial decisions, and save money on taxes through proactive tax planning. She is also experienced in cryptocurrency taxation including tax preparation and problem resolution.


Jamie Gruol is a problem solver. As a TaxDome Guru, she co-created Workflows For Tax ProsTM, which has impacted the lives and practices of over 600 Tax Professionals, Accountants, and Bookkeepers in its first two years. Jamie believes that automation is the only way to build a business that is both profitable and creates time freedom.With a background in accounting, an MBA, and over a decade of software implementation, Jamie has brought her invaluable experience into the Accounting arena to help the deserving small practice superheroes of the industry to have the same automation innovation and efficiencies as the industry behemoths without the overhead of an IT team.Jamie lives in the mountains of Vermont with her husband, Mike, and two children. When not adventuring with her family, Jamie can be found mountain biking, hiking, skiing, or gardening.


Jamie Jorgenstone is a Certified Public Accountant and Calyx CPA's Chief Technical Officer. Jamie holds a B.S. in Public Accounting and a minor in Economics, earned from Southern Oregon University, and has dedicated the bulk of her professional career to researching IRC Section 280E, helping business owners in the cannabis space navigate the complexities of the tax code, and developing strategies to save business owners money while staying compliant. Jamie is the primary author of the methodologies currently being employed by Calyx to help the cannabis and psychedelics industry mitigate the impacts Section 280E.


Jane Ryder, EA, CPA is a national speaker on many accounting, tax, and business compliance topics. She runs her CPA firm, Brass Tax Ryder Professional Group, Inc.in San Diego, California. Brass Tax (not affiliated with Brass Tax Presentations) has been providing tax and accounting services since 1980.Brass Tax is a business centric practice, preparing and consulting on the preparation of Corporations, S corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies collections, audit appeals, offers in compromise, and other compliance related matters.


Jared Foos has been a tax preparer for over 12 years and an enrolled agent with the IRS since 2018. He is the owner of Foos-Garvin Accounting, Inc. and serves in various tax affiliated associations. Mr. Foos is an instructor for many educational associations including NATP and OSU.


Jaye E Tritz, EA, CFP ® holds a bachelor’s degree from Northwestern University and hasrecently retired from active tax practice. She was formerly a multi-unit franchise ownerwith H&R Block, having been twice honored as National Franchisee of the Year by thatcompany. During her thirty-one-year career as a tax preparer, she earned her EnrolledAgent designation in 1997 and became an NTPI Fellow in 2010. Jaye is also a CertifiedFinancial Planner and holds Series 6, 7, and 63 securities licenses. Jaye has been anationally recognized instructor and presenter for over 15 years.


Jessica L. Smith, EA, NTPI Fellow, is an influential thought leader in the tax profession—widely known for helping small business owners and tax professionals navigate IRS complexities and implement strategic, high-impact tax planning. With over 15 years of experience, Jessica specializes in resolving difficult tax issues, minimizing liabilities, and equipping professionals to operate at the top of their game.
As an Enrolled Agent and NTPI Fellow, she holds the highest level of credentialing and advanced training in IRS representation. Jessica is federally authorized to represent taxpayers before all administrative levels of the IRS and is actively pursuing admission to practice before the U.S. Tax Court through the Court’s rigorous non-attorney examination process.
Jessica is the founder of The 100K EA, a program designed to mentor tax practitioners in building six-figure practices rooted in confidence, systems, and expertise. She also co-founded Workflows for Tax Pros, a consultancy that empowers tax practitioners to optimize and automate their practices using tools like TaxDome.
Her most recent venture, TaxReview2Do, is a purpose-built software solution designed to bring structure, speed, and accuracy to the tax return review process, helping firms standardize quality and scale with ease.
Jessica earned her Bachelor of Science in Accounting, summa cum laude, from California College. She is a member of the National Association of Enrolled Agents (NAEA) and the Idaho Association of Tax Consultants.
Whether she’s teaching, speaking, or building tools that elevate the profession, Jessica brings clarity, compassion, and strategic insight to everything she does.