This course is designed to demystify the complex world of offshore finance through the lens of ethics and regulatory compliance. Throughout this engaging webinar, participants will delve into the fascinating realm of offshore finance, uncovering the strategies used to minimize tax liabilities and the ethical considerations that come into play. We'll explore the intricate balance between legal tax avoidance and the moral quandaries of aggressive tax planning, all while adhering to the stringent guidelines of Circular 230.

Learning Objectives:

• Identify the basic concepts of offshore finance and its appeal to individuals and corporations


• Evaluate the ethical implications of offshore tax strategies within the framework of Circular 230, ensuring compliance and ethical practice


• Recognize the red flags of unethical offshore arrangements and learning strategies to advise clients against potential legal and reputational risks


• Evaluate real-world case studies to illustrate the consequences of ethical breaches in offshore finance


• Outline practical tools and insights to balance tax efficiency with ethical responsibility in their professional advice

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

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