Representing Foreign Investors CLE 24/7 On-demand Recording & Complimentary Podcast – Final Hours for $50 Discount

Benefits:

From the underlying substantive law to practical aspects of representing foreign investors (i.e., what works and what does not), this program will teach you the cutting-edge techniques to effectively represent foreign investors. We’ll cover specific planning strategies and solutions, including resident/non-resident classification rules, income taxes applicable to non-residents, avoiding filing U.S. tax returns, obtaining privacy, & asset protection. Specific emphasis will be placed on withholding rules, FDAP, gift and estate tax rules applicable to foreigners, planning to minimize taxes. Course materials will serve as a treatise on asset protection as well as an exhaustive reference source for many of your planning needs and will outline and diagram the discussed planning techniques and structures. Even if you are not a tax attorney, you will be able to easily follow this informative presentation and learn about the tax strategies and pitfalls that apply to Americans doing business abroad and foreigners conducting business activities in the United States.

Agenda:

1. Representing Foreign Investors:

a. Resident/non-resident Classification Rules

b. Income Taxes applicable to Non-residents, including Withholding Rules, FDAP, & Effectively Connected Income and FIRPTA

c. Gift and Estate Tax Rules applicable to Foreigners

d. Planning to Minimize Taxation, avoiding Filing U.S. Tax Returns

e. Obtaining Privacy

f. Asset Protection

g. Structures available for Ownership of a U.S. Business and Real Estate

2 Recorded Question & Answer Session

Biography of Seminar Faculty:

1. Jacob Stein is one of the nation’s leading experts on asset protection and representing foreign investors. He is a Certified Tax Law Specialist and AV rated by Martindale-Hubbell. Mr. Stein is the author of numerous articles on asset protection and tax planning, and is the author of Asset Protection Planning (Education Foundation, 2007), currently in its 5th edition, and Advanced Tax Planning Techniques (Education Foundation, 2007). Mr. Stein’s article Building Stumbling Blocks: A Practical Take on Charging Orders appeared in the October 2006 issue of RIA’s Business Entities Magazine and is considered the seminal article on the topic of LLC charging orders. His article on Advanced Asset Protection and Tax Planning is considered the staple in effective planning with LLCs. Mr. Stein has taught thousands of attorneys nationally on the most effective strategies of protecting assets and advanced tax planning. He has served as an adjunct professor of taxation and has spoken at numerous before bar and CPA associations.

Who should attend this seminar?
Attorneys, paralegals, and legal professionals.

You will receive access to recording, podcast, course & reference material, and information related to CLE/MCLE credit as soon as you register with a credit card or when your check is processed.

CLE ACCREDITATION: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Attend this convenient, on-demand telephonic seminar for CLE & MCLE credit with the following pending & approved jurisdictions:

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

Delaware Commission on Continuing Legal Education *******

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Illinois – Supreme Court of Illinois for 1.5 MCLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

North Dakota for 1.5 CLE credits

Ohio – Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Oregon Bar for 1.5 MCLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Washington for 1.5 CLE credits

West Virginia for 1.8 CLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States – call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required. For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information on CLE as soon as you register with a credit card or when we process your check.