| |
Vernon K. Jacobs is the President of Offshore Press,
Inc., Editor and publisher of the online International
Wealth Protection Monitor and
Research Library ,
co-author of The
Controlled Foreign Corporation Tax Guide
and co-author of Risk Management for
Amateur Investors. He
is a member of the American Institute of CPAs International Tax
Technical Resource Panel and Chairman of an AICPA task force on the
preparation of the Form 5471 for Controlled Foreign Corporations.
He is an independent tax
accountant and consultant who
presently focuses on offering tax services for U.S. persons with
offshore investments or entities and for non U.S. persons who have tax
obligations in the U.S. This includes the preparation of U.S. tax forms
and various forms required to be filed by non-resident aliens with
investments or assets in the U.S. He prefers to provide
assistance to the local tax preparer of taxpayers who have foreign
based investments or business interests and no longer provides purely
domestic tax services. He also provides consulting and research
services involving international tax matters for other CPAs and tax
professionals.
The following are some of the international tax forms that he prepares.
| 3520 and 3520-A |
For U.S. grantors and beneficiaries of foreign trusts |
| 5471 & 926 |
For U.S. shareholders in controlled foreign
corporations or foreign personal holding companies |
| 8621 |
For U.S. shareholders in Passive Foreign Investment
Companies |
8832 & 8858
|
Entity classification
election and annual information return
|
| 8865 |
For U.S. partners in foreign partnerships and other
pass through entities |
| 1040-NR |
Non-resident alien U.S. income tax return |
| 1120F |
U.S. Income tax return of foreign corporation |
Vernon has been an auditor with
one of the "big four"
international CPA firms, an insurance accountant and executive, a tax
newsletter editor, a college instructor, seminar speaker, a tax
software developer and self publisher. He is the author or co-author of
more than ten books and hundreds of articles about taxes and tax
planning. In all
of these activities, his primary focus has been related to tax planning
and computer technology.
Books Written & Published
| Year |
Title |
Publisher |
2007 (co-author)
|
Controlled
Foreign
Corporation Tax Guide (3rd Edition) |
Offshore Press, Inc |
2006
(co-author)
|
Legal Ways
to Save Taxes Offshore and Onshore (2nd Edition)
|
Offshore
Press, Inc. |
2006
(co-author)
|
Offshore
Tax Strategies
|
Offshore
Press, Inc.
|
2006
|
The
2006 Guide to
Reporting Offshore Financial Accounts
|
Offshore
Press, Inc. |
2005
|
Asset Protection and the Bankruptcy Reform
Act of 2005 Seminar Notes (PowerPoint )
|
Offshore
Press, Inc |
2004
|
What Local
Advisors Need to Know about Offshore Asset Protection Trusts
|
Offshore
Press, Inc. |
2003
(co-author)
|
Risk
Management for Amateur Investors
|
Offshore
Press, Inc.
|
| 2001 |
How Can I Be Sure My
Money is Safe Offshore? |
Offshore Press, Inc. |
| 2001 (co-author) |
Legal Ways to Save
Taxes Offshore or Onshore (1st Edition)
|
Offshore Press, Inc. |
| 2001 |
A
Consumer's Guide to
Offshore Variable Annuities |
co-published by Offshore
Press and the Sovereign Society |
| 2000 (co-author) |
Controlled Foreign
Corporation Tax Guide (1st and 2nd Editions(
|
Offshore Press, Inc.
(Formerly Research Press, Inc.) |
|
Note:
The following books have not been updated and are not for sale.
|
|
| 2001
and 2002 (co-author) |
The
Offshore Tax Manual
(2nd Edition) |
Offshore
Press, Inc. |
| 1997 (co-author) |
How To Avoid The Federal
Estate Tax |
Research Press, Inc. |
| 1997 |
How To Avoid The Capital
Gains Tax |
Research Press, Inc. |
| 1994 |
Vern Jacob's Guide to
Retirement Tax Planning |
Research Press, Inc. |
| 1993 |
How To Protect Yourself
From Clinton's New Taxes |
Research Press, Inc. |
| 1992 |
How To Beat The Pension
Estate Tax |
Research Press, Inc. |
| 1990, 1991, 1993 |
The Zero Tax Portfolio
Manual |
Research Press, Inc. |
| 1989 |
Tax Factors in Choosing A
Form of Business |
Research Press, Inc. |
| 1983 |
Computer Guide For
Financial Planning |
College For Financial
Planning |
| 1984 |
Taxwise Investing |
Enterprise Publishing Co. |
| 1981 |
The New Taxpayers'
Counterattack |
Kephart Communications, Inc. |
| 1979 |
Taxpayers' Counterattack |
Kephart Communications, Inc. |
|
|
|
Software & Worksheets Published
| Year |
Title |
Publisher |
|
|
|
| 1979 - 1986 (BASIC) |
ShortaxPlus |
Syntax Corporation |
| 1986 - (Lotus 123) |
TRA86 |
Research Press, Inc. |
| 1988 - 1993 (Lotus 123) |
TotalTax |
Research Press, Inc. |
| 1988 - 1994 (Lotus 123) |
PENPLAN |
Research Press, Inc. |
| 1993 - (Lotus 123) |
The Clinton Tax Plan |
Research Press, Inc. |
Work Experiences
| Years |
Position |
Employer |
|
|
|
| 1962 - 1966 |
Auditor |
Deloitte, Haskins &
Sells |
| 1966 - 1972 |
Chief Accountant |
Old American Ins. Co. |
| 1972 - 1979 |
V.P./Controller |
Old American Ins. Co. |
| 1979 - 1984 |
Founding Editor |
Tax Angles (Newsletter) |
| 1979 - 1987 |
President |
Syntax Corporation |
| 1979 - Present |
Tax Consultant, CPA |
Self Employed |
| 1981 - Present |
Publisher & President |
Offshore Press, Inc. |
| 1994 - Present |
Webauthor |
Offshore Press, Inc. |
Services Offered
| Type of
Service |
Emphasis |
|
|
| Tax Preparation |
Foreign Activity (cross
border) Tax Returns |
| Tax Consulting |
Limited consultations by
phone to respond to specific
questions
|
|
|
| Public Speaking |
Offshore Tax Myths,
International Tax, Asset Protection |
| Author/Editor |
Financial, tax, insurance,
business, internet |
|
|
Contact Information
| Contact
Via |
Address/Phone/Fax |
|
|
| email |
Send email to jacobs1 (at)
kc.rr.com
|
| Phone |
(913) 362-9667 |
| Fax |
(913) 432-7174 |
| U.S. Mail - Company |
Vernon K. Jacobs, CPA |
| U.S. Mail - Address |
POB 8194, Prairie Village,
KS 66208 |
|
|
| Professional Web site |
http://www.vernonjacobs.com/ |
Web Administrator and
Content Author
|
www.offshorepress.com
www.vernonjacobs.com
www.positivelights.org
|
Sponsored
by Offshore
Press,
Inc . Copyright, 2004, 2007 All rights reserved. Offshore Press,
Inc.,
Box 8194, Prairie Village, KS 66208. (913) 362-9667. Email to Offshore
Press. Vernon K. Jacobs, Webauthor
|