Mary Beth Lougen, a dual US Canadian citizen, has more than 35 years of US income tax experience working in both the US & Canada. She is an Enrolled Agent, a US Tax Court Practitioner, and a respected writer and teacher in the world of cross border taxation.
In her previous position with a major tax firm, Mary Beth was a customer-focused innovator, who provided key support, training, and quality assurance to both company and franchise tax professionals working within the Expat Tax program. While supporting the development of the Expat Tax program; she created training for US tax theory, software and company policies and procedures. She also provided year-round support by researching and interpreting tax laws, tax treaties, and regulations. In addition, she supported field associates in their understanding of the complexities of tax laws and treaties, as well as, international situations through evaluation, education and providing quality control.
As an exceptional researcher, Mary Beth constantly monitors the ever changing US tax law and regulations to keep her team abreast of the latest developments enabling a broader understanding of international taxation, domestic taxation, and tax treaty interpretation.
Her professional expertise and personal experience make Mary Beth a perfect fit to provide theory assistance, training and head up the Form 8621 Preparation services.
You will find her at various tax conferences as a speaker or manning the Form 8621 Software booth, when she isn’t hanging at home in Virginia Beach with her Bernese Mountain Dog, Sophie.