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Etrendsorange

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Self-Study CPE
THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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Free cpe webinars
Puerto Rico Tax Incentives: How to Get Your Clients to the 4% Tax Bracket

PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET

This course was previously titled: Puerto Rico Act 20/Act 22: The Unbelievable New Tax Strategy
Available Date(s)
Thursday, May 07, 2020: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00358-18-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this course you will learn why Puerto Rico has become the new tax home for wealthy individuals and business owners who are looking for a legal way to maintain their U.S. citizenship and still lower their tax bill.  In 2012, Puerto Rico implemented the Export Services Act and the Individual Investor Act to help reignite their local economy.  In the process, they ended up giving taxpayers an amazing gift.  For those businesses who qualify under the Export Services Act they will only pay a 4% income tax in Puerto Rico and 0% tax to the IRS on their qualifying income.  For those individuals who qualify under the Individual Investor Act they pay 0% tax in Puerto Rico and their qualified income is exempt from U.S. tax.  This strategy is not right for everyone, but for those that qualify it is a life changer. 

Learning Objectives:


  • Gain a basic knowledge of Puerto Rico and its various tax incentives

  • Understand the requirements under the Export Services Act

  • Understand the requirements under the Individual Investor Act

  • Understand transfer pricing and it’s roll in Puerto Rico tax incentives

Linkedin

Dave Hall

Etrends Group
Managing Partner
dave@etrendsgroup.com
8444550500

Etrendsorange

Dave Hall is the managing partner of Etrends Group, a privately held company whose mission is to provide the “more” for those who expect MORE out of life.  As a thought leader, Dave has spent his career finding the latest tax and investment strategies that will help improve the financial position of others.  Dave is a published author, public speaker and currently hosts his own podcast “The Prosperity Gap with Dave Hall.” 

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Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Etrendsorange
We are a full service CPA firm that specializes in helping our clients build success.  

Our firm is made up of partners and employees from both the US and Puerto Rico, which gives us a unique advantage over many Accounting firms.