Don't Venture Offshore
Without Attending the
Offshore Tax Boot Camp
Learn how to avoid costly and time
consuming problems with the IRS
Join us at this unique
Tax Planning Workshop/Seminar about the U.S. Tax Rules for Offshore Investors, Entrepreneurs and Expatriates
For International Entrepreneurs
For International Investors
For Non U.S. Trustees and
For domestic Tax Lawyers
For domestic Tax
other Advisors of International Entrepreneurs & Investors
Workshop on the Taxation of U.S. Persons with Offshore Investments or Businesses
July 10, 2009
Las Vegas, NV
In Collaboration with
taxpayers who venture offshore are subject to some complex and and
often confusing tax rules. Foreign professionals and most U.S. tax
advisors are not
aware of the complex reporting
rules for U.S. owners of foreign entities or investments.
Nor are they familiar with the advantages and disadvantages of
the more popular offshore financial centers (also known as "tax
Jacobs will provide a plain English summary of the U.S. tax rules that
apply to U.S. citizens or residents with offshore investments,
employment or businesses. He will also discuss some of the new tax
rules that apply to U.S. citizens who establish a foreign trust and who
want to emigrate to another country.
- Marshall Langer, JD
- Thomas P. McQueen, CPA,
- Vernon Jacobs, CPA.
Marshall Langer will review the advantages and disadvantages of the
most popular offshore financial centers with respect to their various
treaties with the U.S. government and their suitability for emigration.
Thomas P. McQueen will review the tax rules that apply to different
types of foreign based legal entities owned by U.S. persons -- such as
foreign corporations, International Business Companies, foreign
partnerships, foreign limited liability companies and foreign
All of the speakers will conclude with a half hour Panel to respond to questions from the audience.
participants would include ....
workshop will provide a fast paced, non-technical explanation of the
following critical tax issues affecting U.S. persons who venture offshore.
- International Entrepreneurs and Investors
- International (Non U.S.) advisors and
trustees with U.S. clients
tax lawyers and accountants with clients that have or are considering
and other advisors of U.S. taxpayers with international investments
- U.S. taxation of foreign persons and companies
- The U.S. tax on the worldwide income of citizens and residents
double taxation with the foreign tax credit
- The U.S. tax treatment of most foreign investments
- Legal ways to save taxes offshore
- Tax breaks for employees working outside the U.S.
- How to avoid the passive foreign investment company trap
and alternative forms of foreign business
taxation of U.S. shareholders of foreign corporations
- Some common offshore tax scams and myths
- Popular foreign financial havens
- U.S. mutual information exchange treaties
- U.S. tax information treaties
- The OECD tax haven blacklist
- The onerous foreign bank account reporting form
compliance and reporting issues
and answer panel discussions
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 afternoon
is widely regarded as the world’s #1 international tax
authority. He is the author of numerous books, including How to Use Foreign Tax havens, Langer on Practical International Tax Planning and The Tax Exile Report. He is a world renowned expert on tax and financial havens. Marshall Langer currently consults with private clients and governments
on matters relating to migration from one state or country to another,
citizenship and passports, international tax planning, and the use of
tax treaties. He teaches online to students
of Thomas Jefferson School of Law, San Diego. In 1990, Mr. Langer was
chosen as Outstanding Tax Attorney of the Year by the Florida Bar Tax
His topic is Advantages and Disadvantages of International Financial Centers and the OECD Blacklist
Vernon K. Jacobs, CPA
Vernon K. Jacobs, CPA is an independent tax consultant and
author who presently focuses on offering tax services for U.S. persons
with offshore investments or entities.
Vernon is the author of the International Wealth Protection Monitor newsletter, the Guide to Reporting Foreign Financial Accounts, How to Be Sure Your Assets Are Safe Offshore and the co-author of Offshore Tax Strategies, the Controlled Foreign Corporation Tax Guide and Legal Ways to Save Taxes Offshore and Onshore.
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.
He is a frequent speaker at professional and
Vernon will present an overview of international tax law and will also
summarize the U.S. tax rules for foreign trusts and for
Thomas P. McQueen, CPA
Thomas P. McQueen is a CPA who specializes in the areas of
international tax, federal tax, transfer pricing, and tax
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.
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.
Thomas will explain the diverse rules for foreign entities such
as foreign corporations, foreign partnerships, foreign limited
liability companies and foreign disregarded entities.
will provide accountants, lawyers and financial planners with an
attendance certification to use to secure CLE/CPE but we will not
secure advance approval from any specific state. We anticipate that the
program will qualify for at least four or possibly five hours of
credit. However, the program will not include any presentation on
Date, Time and
seminar/workshop will be held at Bally's in Las
Vegas on Friday, July 10, 2009.
The Offshore Tax Boot Camp Seminar will be an integral part of the
annual three day Freedomfest conference which draws close to 1,500
attendees and over 100 high profile speakers. Register for the
Freedomfest Conference and there is no additional charge for the
Offshore Tax Boot Camp on Friday.
Reserve Rooms as Early
as You Can
has negotiated a substantial conference discount on room at
Bally's but the attendance for the 2009 Freedomfest
Conference is growing rapidly.
Registration Fees and
the three day Freedomfest Conference and the one day Offshore Tax Boot
Camp seminar is $495 for one person or $695 for a couple.
But -- if you register before May 15th, you can save $100 per person.
The early bird registration rate is $395 per person or $595 per couple.
Our one day tax seminars are usually $295 to $495 -- but with this
combination program you get our tax seminar plus the Freedomfest
Conference for one low package price.
reserve space, contact Tami Holland, (the Conference Coordinator for Freedomfest) by phone at 866-266-5101 or by email to firstname.lastname@example.org or with an online registration at http://www.freedomfest.com/form.htm
Even if your main interest is in the Offshore Tax Boot Camp, you will
find the Freedomfest conference to be "An intellectual feast in a fun
town…Three glorious days of “great ideas, great books, and great
thinkers.” My wife and I attended the 2008 conference and found it to
be the most intellectually exhilarating conference we have ever
experienced. There are speakers and debates on subjects as diverse as
politics and poetry, economics and education, the drug war and the civil war, poetry
and philanthropy, inflation and taxation -- to name just a few of
the diverse and stimulating topics. And this year you can be sure there
will be many presentations dealing with the current economic
Please send us an email letting us know that you plan to attend the
Offshore Tax Boot Camp so we can arrange for best size room.
Offshore Press, Inc.
objective resource for international financial planning
Press, Inc. Copyright, 2001, 2002, 2007,2009 All rights reserved.
Press, Inc., Box 8137, Prairie Village, KS 66208. (913) 362-9667. Email
to Offshore Press Vernon