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Vernon K. Jacobs, CPA
Professional Resume
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Vernon K. Jacobs is an
independent tax accountant,
consultant and author who presently focuses on offering tax services
for
U.S. persons with offshore investments or entities. This includes the
preparation of tax forms for controlled foreign corporations, foreign
trusts, foreign partnerships, foreign disregarded entities and passive
foreign investment companies.
|
Form No.
|
Description
|
| 3520 or 3520-A |
For U.S. grantors and
beneficiaries of foreign trusts |
| 5471 |
For U.S. shareholders in
controlled foreign
corporations or foreign personal holding companies |
926
|
To report
transfers of property to a
foreign corporation
|
| 8621 |
For U.S. shareholders in
Passive Foreign Investment
Companies |
| 8865 |
For partners in foreign
partnerships and other pass
through entities |
8832
|
Entity
classification election
|
He is the co-author
(with Richard Duke) of Offshore Tax
Strategies, The Controlled
Foreign Corporation Tax Guide (3rd Edition) and Legal Ways to Save Taxes Offshore &
Onshore.
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 asset protection, taxes and tax
planning.
As an author and
self-publisher, the bulk of his time is devoted to writing and
publishing books and his twice monthly newsletter The International Wealth Protection Monitor.
He provides phone consultation services and a limited amount of tax
preparation services relating to international tax matters.
Vernon does NOT provide any of
the other services that are typically provided by CPAs or CPA
firms. He prefers to work as a sub-contractor for other CPAs
and/or lawyers or to work with a domestic tax preparer.
| Year |
Title |
Publisher |
2007 (co-author)
|
The Controlled
Foreign Corporation Tax Guide, 3rd Edition
|
Offshore Press, Inc.
|
2007
(co-author)
|
Practice
Guide on Form 5471 for Foreign Corporations
|
American
Institute of CPAs
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| 2006
(co-author) |
Legal
Ways to Save Taxes Offshore & Onshore, 2nd Edition
|
Offshore
Press, Inc.
|
| 2006
(co-author) |
Offshore
Tax Strategies
|
Offshore
Press, Inc.
|
2006
|
Guide
to Reporting Offshore Financial Accounts
|
Offshore
Press, Inc.
|
2005
|
What
Local Advisors Need to Know About Foreign Trusts
|
Offshore
Press, Inc.
|
2005
|
Asset
Protection and the Bankruptcy Reform Act of 2005
|
Offshore
Press, Inc.
|
| 2004
(co-author) |
The
Controlled Foreign Corporation Tax Guide, 2rd Edition |
Offshore
Press, Inc. |
| 2004
(co-author) |
Legal
Ways to Save Taxes Offshore & Onshore
|
Offshore
Press, Inc.
|
2003
|
Risk
Management for
Amateur Investors |
Offshore
Press, Inc.
|
| 2004
(co-author) |
The
Offshore Tax Boot Camp Manual (2nd
Ed.) |
Offshore
Press, Inc.
|
2001
|
How
to Be Sure Your Assets Are Safe Offshore
|
Offshore
Press, Inc.
|
| 2001
(co-author) |
The
Offshore Tax Boot Camp Manual (1st Ed.) |
Offshore
Press, Inc |
| 1997 |
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 Savings |
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, 91, 92
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The Zero Tax
Portfolio Manual |
Research Press, Inc. |
1989
|
Tax Factors in
Choosing A Form of Business |
Research Press, Inc |
| 1984 |
Taxwise Investing |
Enterprise
Publishing Co. |
| 1983 |
Computer
Guide For Financial Planning |
College
For Financial Planning |
1981
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The
New Taxpayers' Counterattack |
Kephart
Communications, Inc |
1979
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Taxpayers'
Counterattack |
Kephart
Communications, Inc |
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Software
& Worksheets Published
|
| Year |
Title |
Publisher |
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|
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| 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. |
| 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 - 2005 |
Publisher & President |
Research Press, Inc. *
|
| 1994 - Present |
Publisher & President |
Offshore Press, Inc. |
* Note: Research Press, Inc.
changed its name to Offshore Press, Inc. in 2005
| Type of
Service |
Emphasis |
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| Tax Research |
International tax questions
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| Tax Consulting |
Second opinion
consultations involving foreign investments or entities
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Tax Preparation
|
International
tax forms 5471, 926, 3520, 3520-A, 8865 & 8858
|
| Public Speaking |
Offshore Tax Myths, Tax
planning, asset protection, Tax Compliance
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| Author/Editor |
Financial, tax, insurance,
business, internet |
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Contact
Information
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