Firm profile
hodgen.com
Atlas has observed hodgen.com in 1 market across New York City.
A sourced business description has not been added yet. Assistant mentions alone do not verify the firm's services.
Observed appearances in this market
Each market has its own date and sample; there is no overall firm rank. Other roles and raw appearances are separate from primary recommendations; counts must not be added together.
Other mentions · 1 market · no published rank
These appearances can include advisers, sources or incidental mentions. They do not establish the firm's services or a qualified recommendation.
Finance
CPA & Tax New York City · Finance 2 raw appearances All roles · historical Details +Close −
Historical raw appearances · all roles
Named in 2 distinct assistant responses.
Aug 21, 2026 – Sep 6, 2026. Raw appearances do not establish a qualified primary rank or recommendation rate.
Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
2 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · CPA & Tax · New York City · Finance American living in Lisbon for the last 4 years but my legal domicile is still New York City. FEIE, foreign tax credit, PFIC issues with a European brokerage acc... anthropic/claude-sonnet-4.6 2026-09-06 18:33:29 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
American living in Lisbon for the last 4 years but my legal domicile is still New York City. FEIE, foreign tax credit, PFIC issues with a European brokerage account. Who's actually good with expat returns from that market?
…t handles US/EU PFIC issues aggressively
- Sherayzen Law Office – Minneapolis-based, genuinely deep on PFIC mark-to-market vs QEF elections for European funds
- Phil Hodgen (hodgen.com) – the go-to name for complex PFIC/foreign investment structures, writes extensively on it
NYC domicile wrinkle: You likely still owe NYC resident income tax unless you've broken domicile – make sure whoever you hire knows NY Tax Law §605 domicile audits. Most expat firms miss this entirely.
Honest take: For FEIE + FTC + PFIC simultaneously, avoid the sof…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · CPA & Tax · New York City · Finance American living in Lisbon for the last 4 years but my legal domicile is still New York City. FEIE, foreign tax credit, PFIC issues with a European brokerage acc... anthropic/claude-sonnet-4.6 2026-08-21 22:41:19 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
American living in Lisbon for the last 4 years but my legal domicile is still New York City. FEIE, foreign tax credit, PFIC issues with a European brokerage account. Who's actually good with expat returns from that market?
… worth knowing:**
- Virginia La Torre Jeker (AngloInfo/expattaxprofessionals.com) – Deep PFIC and foreign account expertise, Dubai-based but handles globally
- Phil Hodgen (hodgen.com) – Excellent on PFIC mark-to-market elections and expatriation issues specifically
Your specific complexity flags:
- Portugal's NHR regime (if you're on it) creates FTC vs. FEIE optimization decisions that most generalists get wrong
- European ETFs/funds = PFIC by default; you want someone who will actually make the MTM or QEF election, not just report p…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: CPA & Tax · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
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