Content Provider
Optictax whitebg
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Cpece webinars
Ethics: The Hide and Seek Game of Offshore Finance and Circular 230 Ethics

ETHICS: THE HIDE AND SEEK GAME OF OFFSHORE FINANCE AND CIRCULAR 230 ETHICS

Cost $30.00
Presentation Length 2.0 hours

Recorded DateNovember 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Course Description

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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Optictax whitebg

Crystal Stranger holds a Juris Doctor of Law degree, is an Enrolled Agent (EA), EOS Integrator, and Senior Tax Director and CEO of OpticTax.com. Bringing over 20 years of finance, accounting, and leadership experience she enjoys helping startups stay focused on the big picture objective while maintaining an eye to the details and performing realistic risk assessments.

About Our Presenter

Optictax whitebg
At Optic Tax, we are revolutionizing the realm of financial services, crafting unique strategies that go beyond traditional tax solutions. Our commitment is to understand and enhance your financial vision. What sets us apart: Tailored Solutions for precision in addressing your needs, Expert Guidance backed by years of experience, Innovation embracing cutting-edge technologies, and a Client-Centric Approach where your success is our priority. Explore our comprehensive range of services at OpticTax.com and shape your financial future with a personalized and innovative approach to success. Choose Optic Tax for tax strategies that give you 20/20 vision.