Offshore Tax Boot Camp

Program Schedule

This is the program outline for a two day seminar in Las Vegas, Nevada in February, 2003 for those who are seeking a beginners' introduction to the complex and confusing subject of international taxation for U.S. persons with offshore trusts, offshore business ventures and/or offshore investments.

The program is intended for high net worth investors, international entrepreneurs, lawyers, accountants, financial planners, investment advisors and others with an interest in the subject.


No prior training course or experience is required!

This is program that is designed for beginners.

The program is also designed to permit questions and discussion by the students during each presentation.

The presenters are both experienced teachers and this program will be similar to a class room course. We do not expect or plan to have more than 40 people at any one presentation.

CLE and CPE credit will be provided.

The program will be held at Caesar's Palace in Las Vegas on Feb 14th and 15th, 2003.

Here is the planned schedule of subjects and the speakers.

The topic links will take you to a page that will list the main subjects included in that presentation.


The First Day - Feb 14, 2003 (Friday)
 
 

From
To
Instructor
Topic
8:00 am 8:30 am   Registration
8:30 am 9:30 am Vern Jacobs An Introduction and Overview of the Subject
9:30 am 10:30 am Richard Duke Offshore Tax Scams and Schemes
10:30 am 10:45 am Break  
10:45 am 11:45 am Vern Jacobs Legal Tax Angles for Offshore Investors
11:45 noon 1:00 pm Lunch  
1:00 pm 2:10 pm Richard Duke Tax Rules for Non-Resident Aliens and U.S. Expatriates
2:10 pm 3:20 pm Vern jacobs Tax Rules for Offshore Annuities
3:20 pm 3:40 pm Break  
3:40 pm 5:00 pm Richard Duke Tax Rules for Controlled Foreign Corporations
5:00 pm  6:00 pm  Both  Open Questions and Answers 

The Second Day - May 25, 2002 (Saturday)
 

From
To
Instructor
Topic
8:00 am 9:10 am Vern Jacobs Tax Rules for International E-Commerce
9:10 am 10:20 am Richard Duke Tax Rules for Offshore Life Insurance
10:20 am 10:50 am Break  
10:50 am 12:00 am Vern Jacobs A Survey of Low Tax Countries and
International Tax Forms
12:00 noon 1:00 pm Lunch  
1:00 pm 2:10 pm Richard Duke Tax Rules for Grantors and Beneficiaries of Offshore Trusts
2:10 pm 3:20 pm Vern jacobs

Safe Ways to Safe Taxes Offshore or Onshore

3:20 pm 3:40 pm Break  
3:40 pm 5:00 pm Richard Duke An International Tax Law Update
 5:00 pm 6:00 pm  Both  Open Questions and Answers 


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