Date: April 25, 2012
Speakers: Alan Gassman, Gassman Law Associates, P.A. and Lester Perling, Broad and Cassel
This webinar focuses on primary structures, medical and tax law considerations, and both conventional and innovative planning opportunities that are not always obvious to legal, tax and accounting practitioners.
Date: April 3, 2012
Speakers: Carlos Gonzalez, President, BenefitsPuertoRico.com LLC, San Juan, P.R., Eugene M. Holmes, Senior Counsel, Proskauer Rose LLP, Washington, DC, Rolando Cuervo, IRS Employee Plans Revenue Agent, Plantation, FL and Olympia Diaz, IRS Group Manager
This webinar will be discussing the retirement plan provisions of the PRIRC and Circular Letter No. 11-10 in full detail and addressing action items and alternatives companies should consider for properly and efficiently administering the retirement benefits of their Puerto Rico employees.
Date: January 18, 2012
Speakers: Douglas S. Stransky and Michael J. Student, Sullivan & Worcester LLP
The presentation will focus on the U.S. legal and tax issues that those seeking to expand into the U.S. will face.
Date: December 5, 2011
Speakers: Kim Marie Boylan, White & Chase, Don Williamson, American University and Blair Staley, Bloomsberg University of Pennsylvania
The webinar will review the legislative history of the six year statute of limitations, analyze the court cases interpreting it to date and suggest options the Supreme Court and ultimately Congress have to resolve whether regulations may always overturn prior court decisions.
Date: October 13, 2011
Speakers: Matthew C. Hicks
This webinar will explore the latest amendments to Treasury Department Circular 230. Every subpart – authority to practice, practice before the IRS, disciplinary proceedings, sanctions, and general provisions – were affected.
Date: August 30, 2011
Speakers: Alan S. Gassman, Gassman, Bates & Associates, P.A. and Bill Prescott
While many tax lawyers and CPA's have significant experience representing physicians in all facets of their practice and business matters, they tend to have fewer Dentist clients and may be missing the opportunity make use of time tested and industry proven methods of structuring which enhance income, after tax revenues and dentist client security and professional well being. Much of this is the result of understanding valuation rules of thumb and industry guidelines.
Date: June 23, 2011
Speakers: Samuel P. Starr, PricewaterhouseCoopers and Horacio Sobel, PricewaterhouseCoopers
This live webinar will focus on the importance of basis in stock and debt on the ability of S corporation shareholders to use losses, and considers the at-risk and passive activity loss limitations.
Date: May 25, 2011
Speakers: Carlos Gonzalez, President, BenefitsPuertoRico.com LLC, San Juan, P.R. and Eugene M. Holmes, Senior Counsel, Proskauer Rose LLP, Washington, DC
Effective January 1, 2011, a new Puerto Rico income tax code went into effect. The new code made several changes to the local rules on the establishment, qualification and operation of retirement plans in Puerto Rico, including modifying some of the nondiscrimination testing requirements, imposing new limits on benefits and contributions, increasing the limits on elective deferrals to 401(k) plans, setting due dates for completing plan filings with the Puerto Rico Department of the Treasury (commonly known as "Hacienda"), and expanding the income taxation of retirement benefits. All sponsors and plan administrators of qualified retirement plans that cover employees rendering services in Puerto Rico will most likely have to take certain actions between 2011 and 2012 in order to comply with the new rules. Carlos Gonzalez was the Puerto Rico benefits and compensation practitioner that assisted Hacienda with the evaluation and drafting of the new rules, and he discusses them in full detail and addresses action items and alternatives companies should consider for properly operating retirement plans in Puerto Rico under the new rules.
Date: May 11, 2011
Speakers: Scott L. Semer, Davies Ward Phillips & Vineberg, LLP and Michele Alexander, Wachtell, Lipton, Rosen & Katz
This live focused on the use of private REITs as a tax-efficient vehicle for equity funds and joint ventures to accommodate the tax goals of a diverse range of international investors in U.S. real estate.
Date: December 1, 2010
Speakers: Robert E. McKenzie
This webinar discusses the new revisions to Circular 230 and will help practitioners avoid avoiding their ethical duties.