Howard Rosen will present January webinar sponsored by the Asset Protection Committee of the AAA-CPA
Attorney, author, and guest speaker Howard Rosen will present a Webinar Study Group sponsored by the American Academy of Attorney-Certified Public Accountants. The January 28 study group is open to all professionals for registration, and free to AAA-CPA members. Howard’s program, titled “Special Drafting Considerations For Asset Protection Trusts”, is also available for CLE and/or CPE credit for a small fee.
The American Academy of Attorney-Certified Public Accountants (AAA-CPA) is an organization comprised of professionals who are dually-qualified as attorneys and certified public accountants. Rosen believes that dually-qualified professionals are uniquely positioned to offer representation in the area of offshore asset protection planning. “While properly structured offshore trusts are tax neutral, there is significant risk associated with trusts drafted by a novice, who may not take into account certain required provisions and IRS filing requirements necessary to avoid tax liability or penalties” said Howard Rosen, who has served as Chairman of the Asset Protection Committee of the AAA-CPA since 2004.
Rosen became a CPA before attending law school at the University of Miami (where he later served for twenty years as an Adjunct Professor of Law). It is now his standard procedure to provide each of his clients with a “tax compliance memorandum” to give to their CPAs. “I speak their language,” says Rosen, referring to other CPAs, “so I understand how to communicate the necessary steps for compliance with treasury regulations pertaining to the reporting of foreign trusts and accounts – forms and procedures that some CPAs have never utilized.”
AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted.
Registration is available through the AAA-CPA website (direct link: http://trustne.ws/bqp5h).