|
Don't Invest in an
Offshore
Entity Without Attending the
Tax Factors in
Choosing an Offshore Entity
Learn how to avoid
costly and time
consuming problems with the IRS
Join us at this unique
Tax Planning Workshop & Seminar
on
Choosing the Best Form of Entity
for your Offshore Business or Investments
For
International Entrepreneurs
For International Investors
For Non U.S. Trustees and
Advisors
For U.S. Tax Lawyers
For U.S. Tax
Accountants
For
other Advisors of International Entrepreneurs & Investors
U.S.
owners of foreign entities are subject to some complex and and
often confusing tax rules -- which vary greatly from one form of entity
to another. Foreign professionals and most U.S. tax advisors are not
aware of the complex tax reporting
rules for U.S. owners of foreign entities such as trusts, corporations,
partnerhips and LLCs. or the comparative advantages and disadvantages
of each type of entity.
|

A Beginner's
Workshop on the Taxation of U.S. Owners of
Foreign
Corporations, Foreign Trusts, Foreign Partnerships, LLCs, IBCs and
Other Entities.
October 25,
2008
At the Hilton Resort
in Las Vegas, NV
8:00 am to 5:00 pm
Sponsored by
Offshore Press, Inc. &
TruePartners Consulting
We will Discuss
- Types of Legal Entities
- Controlled Foreign Corporations
- Foreign Partnerships
- Foreign Limited Liability Companies
- International Business Companies
- Passive Foreign Investment Company
- Foreign Trusts
- Foreign Foundations
- Foreign Disregarded Entities
- Taxation of U.S. Owners
- Liability Protection
- The Impact of Foreign Taxes
- Tax Traps & Pitfalls
- Cost and Complexity
- Doing Business Locally
- Transfer Pricing Issues (if any)
- Information Returns
- Non-Filing Penalties
- Answers to Your Questions
|
The
speakers include
- Thomas P.
McQueen, CPA,
- Joel M.
Gross, Esq.
- Les
Secular, CA and
- Vernon
Jacobs, CPA.
Thomas P. McQueen is a
CPA with extensive experience in
foreign corporations, partnerships, LLCs, transfer pricing
and the use of treaties.
Joel M. Gross is a tax
attorney with extensive
experience with diverse foreign entities and the foreign tax credit.
McQueen
and Gross are both managing directors of the Boston office of True
Partners Consulting.
Les Secular is a chartered accountant and partner in the London office
of True Partners Consulting. He is an international tax specialist.
Vernon Jacobs is the
co-author of Offshore Tax Strategies, Legal Ways
to Save Taxes Offshore and Onshore and the Controlled Foreign
Corporation Tax Guide. He is the author of the twice monthly
newsletter, the International Wealth Protection Monitor and the Jacobs
Report.
|
|
Who should
attend? Seminar
participants would include ....
- International
Entrepreneurs and Investors
- International (Non
U.S.) advisors and
trustees with U.S. clients
- Domestic
tax lawyers and accountants with clients that have or are considering
international diversification
- Investment
and other advisors of U.S. taxpayers with international investments
The
workshop will provide a fast paced, non-technical explanation of the
following critical tax issues affecting U.S. owners of foreign
corporations.
- Direct
Ownership and Branches
- Foreign
Trusts and Foundations
- The
Taxation of IBCs and Foreign Corporations
- Foreign
Partnerships and LLCs
- Foreign
Disregarded Entities
- Foreign
Mutual Funds (PFICs)
- United
Kingdom and E.U. Issues
- Question
and Answer Panel Discussions (Morning and afternoon)
- Opportunities
to Meet with the Speakers
Don't
worry about not being able to
understand or to follow the presentations. All of the instructors are
experienced and proficient teachers who will explain these concepts in
the same way that they explain them to clients. You do not have to be a
tax specialist, an attorney or a CPA to understand these
presentations. The content of this program is about making
decisions as to the best way to structure an offshore investment or
business venture. And -- there will be ample time for an open
dialog with the instructors at the end of the morning and afternoon
programs.
No Promoters or
Exhibitors
This program is sponsored and hosted by
Offshore Press, Inc., a publisher of international tax and asset
protection books, newsletters and seminars. There are no paid
exhibitors and no sales-people who are instructors.
The
Instructors

Vernon K. Jacobs, CPA
|
Vernon K. Jacobs is an independent tax consultant and
author who presently focuses on offering tax services for U.S. persons
with offshore investments or entities.
Vernon has been
an auditor with one of the "big four" international CPA firms, an
insurance accountant and executive, a tax newsletter editor, a teacher,
seminar instructor, a tax software developer and self publisher. He is
the author or co-author of 26 books and hundreds of articles about
taxes and
tax planning.
Vernon is a
member of the American Institute of CPAs
International Tax Technical Resource Panel and Chair of a task force on
the preparation of the Form 5471 for controlled foreign corporations
and a member of the AICPA Committee on Foreign Trust Reporting.
He is an associate member of the American Bar Association and is a
frequent speaker at professional or
investment
conferences. |

Thomas P. McQueen, CPA
|
Thomas P. McQueen is a Managing Director in True Partners
Consulting’s Boston office. He specializes in the areas of
international tax, federal tax, transfer pricing, and tax
controversy.
He has extensive tax problem skills and has assisted multinational
companies in over 65 countries in resolving both inbound and outbound
issues. He represents clients before the IRS in tax controversy
matters, as well as advising clients in mergers and acquisitions.
His
technical expertise and extensive business acumen allow him to navigate
through the intricate nature of the governing tax laws while
communicating the pertinent points to multinational clients in an
easily understood manner. |

Joel M. Gross, Esq.
|
Joel M. Gross,
Esq. is a Managing Director in True Partners Consulting’s Boston
office. He has more than 10 years of experience in the areas of
federal and international tax planning and transfer pricing. His
clients include Fortune 500 and middle market companies in a variety of
industries, including manufacturing, retail, financial services,
high-tech, and life sciences. His tax consulting experience
includes subpart F planning, worldwide tax minimization planning,
global reorganizations, foreign tax credit planning, international tax
structuring, tax controversy (field and Appeals), and transfer pricing.
Prior to
joining True Partners Consulting, Mr. Gross worked with Arthur Andersen
and Ernst & Young, as well as Robinson & Cole LLP, a regional
law firm.
|
|
Les Secular is a partner in the the London
office of True Partners Consulting. He is a UK chartered accountant and
a member of the Chartered Institute of Taxation.
Les has been practising
tax for over 30 years, working both for Big 4 firms and smaller firms
and specialises in transfer pricing and cross border tax issues for
both international companies investing into the UK and Europe and UK
companies expanding their operations internationally. He has recently
advised on a restructuring of a large multi-national organisation and
has also advised a significant number of US companies wishing to expand
into Europe.
Les has lectured on
international tax issues and was, for four years, the UK representative
for European
Taxation, a monthly tax
journal.
|
CLE/CPE Continuing
Education Credit
We
will apply for advance CLE/CPE credit in California and
Nevada. However, we
do not anticipate applying for advance CE credit for insurance agents
or financial planners. We anticipate that the
program will qualify for at least seven or possibly eight hours of
credit. However, this program will not include a presentation on
professional ethics.
Date, Time and
Location
The
seminar/workshop will be held at the Las Vegas Hilton Resort on
Saturday, October, 25th, 2008 from 8:00 am until 5:00
pm.
If you haven't been to the Hilton Resort, merely staying there is a
unique
experience.
A
front page headline in U.S.A.
Today pointed out that Las Vegas is the most popular single
destination source in the U.S. Once known for its former ties to the
underworld, it has been transformed into a Mecca of family
entertainment.
Reserve Rooms as Early
as You Can
Sleeping rooms at the Hilton
Resort are just as fine as at more expensive hotels in Vegas, but their
prices are more reasonable. Due to the small size of our seminar we are
not able to get discounts on the rooms but their rates are less than
some of the other Vegas hotels after taking conference discounts. To
reserve a room, register online at http://www.lvhilton.com/ or call
toll free 888-732-7117
Registration Fees and
Discounts
The price of
the full day seminar is $425, which includes a copy of Tax Factors in Choosing
a Foreign Entity for Your Business or Investments.
The first 20 advance registrations
will receive a 30% discount
($127.50) and your fee will be $297.50.
Current paid subscribers to
the International Wealth Protection Library and Newsletter will receive
an additional credit of $50 from the price for the seminar -- including
the early
bird advance registration discount.
To
reserve space, you
can
pay online with our secure Yahoo
e-Store
or you can call
Vern Jacobs (913-362-9667) with the
payment
information.
Special Discounts for a Spouse, Partner or Associate: A discount of $75
will be provided for the 2nd and subsequent registrations paid for by
the same
company or individual in addition to the first registration. For
multiple registration discounts call Vern Jacobs at 913-362-9667.
We have
been asked about the fee for a spouse who merely wants to attend the
meetings, but will not be utilizing a seminar manual or participating
in the discussion. Since we aren't going to require anyone to prove
their marital status, we will treat each available seat in the meeting
room as a paid registration. To get the discount for multiple
registrations, you will need
to call Vern Jacobs instead of using our e-store.
Cancellations and
Refunds: Registration fees will be refunded in full in the unlikely event
that we have to cancel the program due to unexpected circumstances or
insufficient registrations. (Our last three programs were fully booked.)
If a student needs to cancel an advance registration before September
25, a refund of the registration fee will be made, less any discounts
and less a $25 cancellation fee.
Vernon
K. Jacobs
President
Offshore
Press, Inc.
(913)
362-9667
seminars
@ offshorepress.com
P.S. If you send us an email please put "Offshore Tax Seminar" in the
subject field. I get over 200 emails a day and I don't spend more than
30 minutes screening them because most of them are junk mail.
 |
Offshore Press, Inc.
Your
objective resource for international financial planning
|
|||
Home
||
Sponsored
by Offshore
Press, Inc. Copyright, 2001, 2002, 2007, 2008 All rights reserved.
Offshore
Press, Inc., Box 8137, Prairie Village, KS 66208. (913) 362-9667. Email
to Offshore Press Vernon
K. Jacobs,
Webauthor .
|