International Tax Conference Boot Camp (ITCBC)
8.0 Credits
Member Price $325.00
Non-Member Price $400.00
Overview
The International Tax Conference Boot Camp is a one-day program that helps you master need-to-know skills and trends in the international tax realm. It provides you with a foundational understanding of international inbound and outbound taxation and tax forms.
The Boot Camp prepares you for the Jan. 9-10 International Tax Conference, a can’t-miss CPE event for global CPAs. If you advise clients across borders, this conference, presented in partnership with the Florida Bar Tax Section, will cover everything you need to know to navigate multiple jurisdictions and comply with international laws.
A textbook with Boot Camp proceedings is included in your registration fee. Register by Dec. 9 at time of registration to guarantee availability at check-in.
*This conference does not qualify for group registration discounts
CPE Credit
This conference will qualify for 8 Technical Business (TB) hours, subject to approval by the Florida Department of Business and Professional Regulation.
CLE Credit
CLE credit is awarded by The Florida Bar. You must select you wish to earn CLE from the sessions menu during the registration process and provide the FICPA with your FL BAR number to receive your CLE course codes for self reporting.
IRS CE Credit
IRS Continued Education Credit can be awarded for participation in this conference. CE credit is reported to the IRS on the registrants behalf. You must select you wish to earn IRS CE from the sessions menu during the registration process and provide the FICPA with your PTIN within 10 days of the conclusion of the conference for the FICPA to report your CE credits.
Conference Materials
Conference materials are available electronically as PDFs, making them easily available to view on your personal tablet, laptop or e-reader. Download the materials in advance and enjoy the convenience by going paperless. The conference textbook will also be available to all registrants digitally to download.
*A hard copy ITC Boot Camp textbook will be included for registrations before December 9th. Textbook pickup will be available at the conference registration desk.
Social Media
Social Media
Follow the FICPA on LinkedIn, Facebook, Instagram and X, and share news about this conference using the hashtag #FICPAITC
Highlights
Inbound International Tax
Outbound International Tax
Prerequisites
Some familiarity with accounting and taxes.
Designed For
New and intermediate in the field of international taxation.
Preparation
None.
Notice
JW Marriott
1109 Brickell Avenue
Miami, FL 33131
Phone: 305-329-3500
Reservations: 800-503-1434
FICPA Room Rate: $349 + tax
Hotel Cutoff Deadline: December 17, 2024*
Parking: Rates are subject to change in the new year.
0-2 hours $18.45
2-4 hours $30.76
4-8 hours $39.91
Overnight $42.00
*** Upon completion of your registration for the conference, you will receive an email confirmation with additional information to book your accommodations***
(Please note that the conference accommodations rate is subject to sell out prior to the advertised reservation cutoff date. Reservations made after the cutoff date will be subject to availability and current room rate)
Wednesday, January 8th
Optional Session
- Florida BAR: Please select if you are a member of the Florida BAR
This session is available to registrants only.
Optional Session
- IRS CE Credit: Please select if you wish to receive IRS Continued Education Credit
Registrants are responsible for providing the FICPA with their PTIN within 10 days of the completion of the conference for IRS CE Credit reporting.
Registrants can provide their PTIN by emailing CPE@ficpa.org or provide it in the post event survey.
This session is available to registrants only.
Optional Session
- CLE Credit: Please select if you wish to earn CLE Credit
This session is available to registrants only.
General Session
- International Inbound Taxation
Arthur Dichter, Director, Berkowitz Pollack Brant Accountants, LLPArthur Dichter
Arthur J. Dichter is a Director of International Tax Services with Berkowitz Pollack Brant, Advisors and Accountants. Mr. Dichter has over 25 years of experience assisting international private clients and foreign trusts with income tax planning, cross-border estate planning, pre-immigration planning, and US compliance and reporting matters. Dichter has been a guest lecturer at the University of Miami School of Law and is a frequent speaker at international tax and STEP conferences. He serves on the Board of Directors for the STEP Miami Branch and is Chairman of the Finance Committee. He is also a member of the Tax Section of the Florida Bar and has served on the International Tax Committee of the FICPA.
Shawn Wolf
Sought out for his reputation as a cultivator of strong, long-term client relationships, Shawn counsels foreign and domestic high net worth individuals, families and closely-held companies wherever they need international and domestic tax, estate planning, and pre-immigration and expatriation planning and strategies. Many of his clients are multi-generational in nature, spanning decades of private wealth planning needs. His Florida Bar Board Certification in Tax Law represents one of the most distinguished markers of expertise among practitioners in the private wealth planning field.
Among the areas of his practice for which he is most approached are matters involving the application of U.S. Federal income tax rules to U.S. taxpayers conducting business abroad or moving abroad, foreign nationals investing in or moving to the United States, and the utilization of foreign and domestic trusts in strategies related to such matters. For 25 years, Shawn has also assisted hundreds of clients in coming into compliance with U.S. tax filing requirements, particularly international clients with complex situations involving multiple jurisdictions, in addition to counseling them on the minimization of applicable penalties. Finally, Shawn also assists clients in forming and operating domestic and offshore businesses, including corporations, partnerships and limited liability companies.
An active member of the Florida Bar Tax Section, he currently serves as its Director-at-Large and previously served as Co-Director of the Long Range Planning Division, Co-Director of the Federal Tax Division, Section Administration Division, and Chair of the Outbound Tax Committee. His many years of leadership in the Tax Section recently earned him nomination as its Chair for 2023-2024.
Credits: 2 - Technical Business
This session is available to registrants only.
General Session
- Morning Break
This session is available to registrants only.
General Session
- International Inbound Taxation (continued)
Arthur Dichter, Director, Berkowitz Pollack Brant Accountants, LLPArthur Dichter
Arthur J. Dichter is a Director of International Tax Services with Berkowitz Pollack Brant, Advisors and Accountants. Mr. Dichter has over 25 years of experience assisting international private clients and foreign trusts with income tax planning, cross-border estate planning, pre-immigration planning, and US compliance and reporting matters. Dichter has been a guest lecturer at the University of Miami School of Law and is a frequent speaker at international tax and STEP conferences. He serves on the Board of Directors for the STEP Miami Branch and is Chairman of the Finance Committee. He is also a member of the Tax Section of the Florida Bar and has served on the International Tax Committee of the FICPA.
Shawn Wolf
Sought out for his reputation as a cultivator of strong, long-term client relationships, Shawn counsels foreign and domestic high net worth individuals, families and closely-held companies wherever they need international and domestic tax, estate planning, and pre-immigration and expatriation planning and strategies. Many of his clients are multi-generational in nature, spanning decades of private wealth planning needs. His Florida Bar Board Certification in Tax Law represents one of the most distinguished markers of expertise among practitioners in the private wealth planning field.
Among the areas of his practice for which he is most approached are matters involving the application of U.S. Federal income tax rules to U.S. taxpayers conducting business abroad or moving abroad, foreign nationals investing in or moving to the United States, and the utilization of foreign and domestic trusts in strategies related to such matters. For 25 years, Shawn has also assisted hundreds of clients in coming into compliance with U.S. tax filing requirements, particularly international clients with complex situations involving multiple jurisdictions, in addition to counseling them on the minimization of applicable penalties. Finally, Shawn also assists clients in forming and operating domestic and offshore businesses, including corporations, partnerships and limited liability companies.
An active member of the Florida Bar Tax Section, he currently serves as its Director-at-Large and previously served as Co-Director of the Long Range Planning Division, Co-Director of the Federal Tax Division, Section Administration Division, and Chair of the Outbound Tax Committee. His many years of leadership in the Tax Section recently earned him nomination as its Chair for 2023-2024.
Credits: 2 - Technical Business
This session is available to registrants only.
General Session
- Lunch Break
This session is available to registrants only.
General Session
- International Outbound Taxation
Carlos Somoza, Principal, Kaufman, Rossin & Co, PACarlos Somoza
Carlos A. Somoza leads Kaufman Rossin's international tax services practice. He has more than 25 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, taxable acquisitions and tax-free reorganizations, IRS litigation and related tax compliance.
Carlos provides international inbound and outbound planning for U.S. and foreign multinational corporations, including foreign tax credit planning and structuring utilizing the Entity Classification tax provisions. He provides estate planning and pre-immigration planning for foreign, high-net worth individuals. He also assists clients with the IRS Offshore Voluntary Disclosure Program, as well as compliance with the Foreign Account Tax Compliance Act.
Carlos is involved with the Florida International University, serving as the Chair of the FIU Honors College Advisory Board. He is also a member of the Christopher Columbus Alumni Association.
In addition, he has been involved with the Miami-Dade Legal Aid "Put Something Back" program, offering legal and tax services to indigent clients. He is fluent in English and Spanish.
Shawn Wolf
Sought out for his reputation as a cultivator of strong, long-term client relationships, Shawn counsels foreign and domestic high net worth individuals, families and closely-held companies wherever they need international and domestic tax, estate planning, and pre-immigration and expatriation planning and strategies. Many of his clients are multi-generational in nature, spanning decades of private wealth planning needs. His Florida Bar Board Certification in Tax Law represents one of the most distinguished markers of expertise among practitioners in the private wealth planning field.
Among the areas of his practice for which he is most approached are matters involving the application of U.S. Federal income tax rules to U.S. taxpayers conducting business abroad or moving abroad, foreign nationals investing in or moving to the United States, and the utilization of foreign and domestic trusts in strategies related to such matters. For 25 years, Shawn has also assisted hundreds of clients in coming into compliance with U.S. tax filing requirements, particularly international clients with complex situations involving multiple jurisdictions, in addition to counseling them on the minimization of applicable penalties. Finally, Shawn also assists clients in forming and operating domestic and offshore businesses, including corporations, partnerships and limited liability companies.
An active member of the Florida Bar Tax Section, he currently serves as its Director-at-Large and previously served as Co-Director of the Long Range Planning Division, Co-Director of the Federal Tax Division, Section Administration Division, and Chair of the Outbound Tax Committee. His many years of leadership in the Tax Section recently earned him nomination as its Chair for 2023-2024.
Credits: 2 - Technical Business
This session is available to registrants only.
General Session
- Afternoon Break
This session is available to registrants only.
General Session
- International Outbound Taxation (continued)
Carlos Somoza, Principal, Kaufman, Rossin & Co, PACarlos Somoza
Carlos A. Somoza leads Kaufman Rossin's international tax services practice. He has more than 25 years of experience in federal income, gift and estate taxation. He has served clients in the private and public industries, advising them in the areas of international taxation, taxable acquisitions and tax-free reorganizations, IRS litigation and related tax compliance.
Carlos provides international inbound and outbound planning for U.S. and foreign multinational corporations, including foreign tax credit planning and structuring utilizing the Entity Classification tax provisions. He provides estate planning and pre-immigration planning for foreign, high-net worth individuals. He also assists clients with the IRS Offshore Voluntary Disclosure Program, as well as compliance with the Foreign Account Tax Compliance Act.
Carlos is involved with the Florida International University, serving as the Chair of the FIU Honors College Advisory Board. He is also a member of the Christopher Columbus Alumni Association.
In addition, he has been involved with the Miami-Dade Legal Aid "Put Something Back" program, offering legal and tax services to indigent clients. He is fluent in English and Spanish.
Shawn Wolf
Sought out for his reputation as a cultivator of strong, long-term client relationships, Shawn counsels foreign and domestic high net worth individuals, families and closely-held companies wherever they need international and domestic tax, estate planning, and pre-immigration and expatriation planning and strategies. Many of his clients are multi-generational in nature, spanning decades of private wealth planning needs. His Florida Bar Board Certification in Tax Law represents one of the most distinguished markers of expertise among practitioners in the private wealth planning field.
Among the areas of his practice for which he is most approached are matters involving the application of U.S. Federal income tax rules to U.S. taxpayers conducting business abroad or moving abroad, foreign nationals investing in or moving to the United States, and the utilization of foreign and domestic trusts in strategies related to such matters. For 25 years, Shawn has also assisted hundreds of clients in coming into compliance with U.S. tax filing requirements, particularly international clients with complex situations involving multiple jurisdictions, in addition to counseling them on the minimization of applicable penalties. Finally, Shawn also assists clients in forming and operating domestic and offshore businesses, including corporations, partnerships and limited liability companies.
An active member of the Florida Bar Tax Section, he currently serves as its Director-at-Large and previously served as Co-Director of the Long Range Planning Division, Co-Director of the Federal Tax Division, Section Administration Division, and Chair of the Outbound Tax Committee. His many years of leadership in the Tax Section recently earned him nomination as its Chair for 2023-2024.
Credits: 2 - Technical Business
This session is available to registrants only.
Non-Member Price $400.00
Member Price $325.00