Wealth & Risk Management Blog

William Byrnes (Texas A&M) tax & compliance articles

Archive for the ‘book’ Category

New Lexis Advance® Tax Platform Now Available to Law School Faculty & Students; Highlights Include Cutting-Edge International Tax Titles

Posted by William Byrnes on October 15, 2015


On June 1, LexisNexis launched its new online tax research platform called Lexis Advance® Tax.

Already available to America’s law school faculty and students, it includes a rich, comprehensive package of nearly 1,400 sources, including tax news, primary law, journals and nearly 300 treatises, practice guides and forms products for both tax and estates lawyers.

Along with news, another strong area for L.A. Tax is its subpage devoted to International Tax. There, users will find a selection01701_11_1_cover of titles examining hot, cutting-edge issues like: Lexis Guide to FATCA Compliance, the Lexis global guide to anti-money laundering laws around the world, and the recently-revised Foreign Tax & Trade Briefs, 2nd Ed, which provides summaries of each country’s tax system and laws.

All of these titles are produced by a team of tax experts led by Professor William H. Byrnes, Associate Dean, International Financial Law, at Texas A&M University Law School, in Fort Worth, the newest law school in Texas. See https://law.tamu.edu/

Looking for Lexis Advance Tax?
Sign in to www.lexisadvance.com, look for the pull-down menu called “Lexis Advance Research” in the upper-left corner. Click the down arrow and select Lexis Advance Tax.

If you have questions or would like to schedule a short training, please contact your LexisNexis® Account Executive.

– See more at: http://www.lexisnexis.com/lextalk/legal-content-insider/f/21/t/2525.aspx?utm_content=2015-10-20+15:00:04#sthash.szct2yk6.dpuf

Posted in BEPS, book, FATCA, Money Laundering | Tagged: | Leave a Comment »

subscribe to the headlines of International Financial Law – from the Law Professors Blog Network 

Posted by William Byrnes on April 3, 2015


International Financial Law Prof Blog

Posted in book | Tagged: | Leave a Comment »

2015 Tax Facts – TRIPLE Book Combo

Posted by William Byrnes on November 4, 2014


2015_tf_triple_combo_cover-m2015 Tax Facts on Insurance & Employee Benefits/2015 Tax Facts on Investments/2015 Tax Facts on Individuals & Small Business – TRIPLE Book Combo

Obtain the three Tax Facts Editions: 2015 Tax Facts on Insurance & Employee Benefits,2015 Tax Facts on Investments, and Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $99!  The 2015 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more!  Pertinent planning points are provided throughout.

Posted in book | Tagged: | Leave a Comment »

Sexual Violence during War and Peace

Posted by William Byrnes on October 1, 2014


Dr. Jelke Boesten, Kings College (London) (faculty profile and books)

http://www.palgrave.com/page/detail/sexual-violence-during-war-and-peace-jelke-boesten/?K=9781137383440

book coverThe idea that rape is widely used as a weapon of war has taken root in international institutions, influencing how post-conflict justice and transitional justice are perceived and pursued. Despite this global attention, there has been no progress eradicating or even mitigating sexual violence in war or in peace and very little progress prosecuting crimes of sexual violence. With particular reference to post-conflict justice, this book asks what sexual violence means from a socio-political perspective and in what ways contemporary “peacetime” violence is linked to wartime rape. Evidence from Peru and the internal armed conflict of 1980-2000 shows that acts of wartime rape are deeply embedded in existing configurations of gender and power and that sexual violence serves not only wartime terror but also peacetime hierarchies.

Posted in book | Tagged: , , , , , | Leave a Comment »

White Paper – Alternative Methods of Teaching and the Effectiveness of Distance Learning for Legal Education

Posted by William Byrnes on August 26, 2014


Professor William Byrnes, Associate Dean for Graduate and Distance Education Programs at Thomas Jefferson School of Law, released remarks in the form of a white paper about teaching photodistance education methodologies called Alternative Methods of Teaching and The Effectiveness of Distance Learning For Legal Education.  The white paper makes the case for combining traditional classroom learning with online education because it is cost effective, accessible, flexible, and addresses the biggest criticism of legal education today, the lack of law school graduates who can think and practice law.  The white paper covers such topics as –

  • U.S. Department of Education’s Review of the Effectiveness of Distance Learning
  • Developing Learning Outcomes
  • Occupational Outcomes Framing Learning Outcomes
  • Information Acquisition
  • Information Delivery
  • Learning Communities
  • Learning Media
  • Learner Motivation
  • Knowledge Acquisition
  • Learning Tools

In his white paper, Professor Byrnes argues that a challenge for institutions and faculty for the pedagogical development of distance learning is to facilitate deep learning and understanding through the creation of learning materials and opportunities for various learning experiences.

in officeProfessor Byrnes explains, “The goal is to implement best practices in law schools across the country to the benefit of our esteemed institutions, our law students and the legal system at large.”  To this end, he is a primary driver of the invitation-only Work Group for Distance Learning in Legal Education that will finalize its Best Practice Report at its 10th development meeting (see https://www.eventbrite.com/e/working-group-for-distance-learning-in-legal-education-fall-2014-meeting-registration-12051364957).

White Paper: Byrnes, William H., Alternative Methods of Teaching and the Effectiveness of Distance Learning for Legal Education (August 27, 2014). Available at SSRN: http://ssrn.com/abstract=2487679

Posted in book, Courses | Tagged: , , , , , | 1 Comment »

FATCA Chapter 1 complementary download

Posted by William Byrnes on July 9, 2014


free chapter download here —> http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2457671   Number of Pages in PDF File: 58

The second edition of the “LexisNexis® Guide to FATCA Compliance,” discussing the Foreign Account Tax Compliance Act of 2010 (FATCA), has been vastly improved based on over thirty in-house workshops and interviews with tier 1 banks, company and trust service providers, government revenue departments, and central banks. The enterprises are headquartered in the Caribbean, Latin America, Asia, Europe, and the United States, as are the revenue departments and the central bank staff interviewed.Chapter 1 of the book, “Background and Current Status of FATCA,” is available here for free download on SSRN, and also from LexisNexis. The full book is available for purchase from LexisNexis. See weblinks provided in attached PDF. Chapter 1 is primarily authored by Associate Dean William H. Byrnes, IV, of Thomas Jefferson School of Law’s Walter H. & Dorothy B. Diamond International Tax & Financial Services Program, with contributions by Professor Denis Kleinfeld and Dr. Alberto Gil Soriano. The lead author and editor of the overall book is Dean Byrnes (with Dr. Robert J. Munro).

The second edition of the book has been expanded from 25 to 34 chapters, with 150 new pages of regulatory and compliance analysis based upon industry feedback of internal challenges with systems implementation. The 25 chapters in the previous edition have been substantially updated, including many more practical examples, to assist a compliance officer in contextualizing the relevant regulations, provisions of inter-governmental agreements (IGAs), and national rules enacted pursuant to IGAs.

The nine new chapters in this second edition include, for example, an in-depth analysis of the categorization of trusts pursuant to the regulations and IGAs, operational specificity of the mechanisms of information capture, management, and exchange by firms and between countries, insights as to the application of FATCA, and the IGAs within new BRIC (Brazil, Russia, India, China) and European country chapters.

This second edition will provide the financial enterprise’s FATCA compliance officer with the tools needed for developing and maintaining a best practices compliance strategy, starting with determining what information is needed for planning the meetings with outside FATCA experts.

book coverPractical Compliance Aspects of FATCA and GATCA

Over 600 pages of in-depth analysis of the practical compliance aspects of financial service business providing for exchange of information of information about foreign residents with their national competent authority or with the IRS (FATCA), see Lexis Guide to FATCA Compliance, 2nd Edition just published!

 

free chapter download here —> http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2457671

Number of Pages in PDF File: 58

Posted in book, FATCA | Tagged: , , , , , , , , , | Leave a Comment »

check out my new blog

Posted by William Byrnes on May 23, 2014


http://professorwilliambyrnes.blogspot.com/

New design and layout using Google’s Blogger.  Please provide feedback that I may better tailor my writing for the subscribers.

Posted in book | Tagged: , | Leave a Comment »

OECD releases BEPS draft for Tax Challenges of the Digital Economy

Posted by William Byrnes on March 25, 2014


The OECD released Monday, March 24, a discussion draft on the Tax Challenges of the Digital Economy.

In July 2013, the OECD published its Action Plan on Base Erosion and Profit Shifting. The Action Plan identifies 15 actions to address BEPS in a comprehensive manner and sets deadlines to implement these actions. Excerpting from the Report, Action 1 reads as follows:

Action 1 Address the tax challenges of the digital economy

Identify the main difficulties that the digital economy poses for the application of existing international tax rules and develop detailed options to address these difficulties, taking a holistic approach and considering both direct and indirect taxation. Issues to be examined include, but are not limited to, the ability of a company to have a significant digital presence in the economy of another country without being liable to taxation due to the lack of nexus under current international rules, the attribution of value created from the generation of marketable location-relevant data through the use of digital products and services, the characterisation of income derived from new business models, the application of related source rules, and how to ensure the effective collection of VAT/GST with respect to the cross-border supply of digital goods and services. Such work will require a thorough analysis of the various business models in this sector.

The OECD’s March 24 discussion draft on the Tax Challenges of the Digital Economy, after surveying the elements of the new global digital economy, outlines the tax minimization techniques and then provides broad proposals to reduce the BEPS resulting therefrom. Below, I have excerpted and paraphrased the relevant aspects to provide an overview.

Section IV “Identifying Opportunities for BEPS in the Digital Economy” undertakes a general discussion of the common features of tax planning structures that raise BEPS concerns. Section IV then describes the core elements of BEPS strategies with respect to both direct and indirect taxation.  The common features of digital economy tax planning features include:

Eliminating or reducing tax in the market country

  • Avoiding a Taxable Presence
  • Minimizing Functions, Assets and Risks in Market Jurisdictions
  • Maximizing Deductions in Market Jurisdictions

Eliminating or reducing tax in the intermediate country

Eliminating or reducing tax in the country of residence of the ultimate parent

Avoiding withholding tax

Opportunities for BEPS with respect to VAT

  • Remote digital supplies to exempt businesses
  • Remote digital supplies to a multi-location enterprise (MLE)

Section V “Tackling BEPS in the Digital Economy” of the discussion draft examines how work on the actions of the BEPS Action Plan and in the area of indirect taxation will address BEPS issues arising in the digital economy. This section also highlights the particular characteristics of the digital economy that must be taken into account to ensure that the measures developed effectively address BEPS in the digital economy.

Restoring Taxation on Stateless Income

Measures that will restore taxation in the market jurisdiction

  • Prevent Treaty Abuse (Action 6)
  • Prevent the Artificial Avoidance of PE Status (Action 7)

Measures that will restore taxation in both market and ultimate parent jurisdictions

  • Neutralize the Effects of Hybrid Mismatch Arrangements (Action 2)
  • Limit Base Erosion via Interest Deductions and Other Financial Payments (Action 4 and Action 9)
  • Counter Harmful Tax Practices More Effectively (Action 5)

Assure that transfer pricing outcomes are in line with value creation (Actions 8-10)

  • Intangibles, including hard-to-value intangibles, and cost contribution arrangements
  • Business risks
  • Characterization of transactions
  • Base eroding payments
  • Global value chains and profit methods

Addressing BEPS Issues in the Area of Consumption Taxes

Section VI “Broader Tax Challenges Raised by the Digital Economy” discusses the challenges that the digital economy raises for direct taxation, with respect to nexus, the tax treatment of data, and characterization of payments made under new business models. Section VI also discusses the indirect tax challenges raised by the digital economy with respect to exemptions for imports of low-valued goods, and remote digital supplies to consumers. Thereafter, Section VI lists administrative challenges faced by tax administrations in applying the current rules.

An overview of the tax challenges raised by the digital economy includes:

  • Nexus and the Ability to have a Significant Presence without Being Liable to Tax
  • Data and the Attribution of Value Created from the Generation of Marketable Location-Relevant Data through the Use of Digital Products and Services
  • Characterization of Income Derived from New Business Models
  • Collection of VAT in the Digital Economy

Section VII “Potential Options to Address The Broader Tax Challenges Raised by the Digital Economy” provides a brief framework for evaluating options to address the broader tax challenges raised by the digital economy. This section then provides an overview of potential options that have been received by the Task Force, along with a description of some of the issues that will need to be addressed in developing and evaluating those options.

Modifications to the Exemptions from Permanent Establishment Status

A New Nexus based on Significant Digital Presence

Virtual Permanent Establishment

Creation of a Withholding Tax on Digital Transactions

Consumption Tax Options

  • Exemptions for Imports of Low Valued Good
  • Remote digital supplies to consumers

Submitting Comments to OECD

Interested parties are invited to submit comments electronically in Word on this discussion draft, before 5.00pm on April 14, 2014 to CTP.BEPS@oecd.org.

Persons and organisations who intend to send comments on this discussion draft are invited to indicate by April 7 whether they wish to speak in support of their comments at a public consultation meeting on Action 1 (Address the tax challenges of the digital economy), which is scheduled to be held in Paris at the OECD Conference Centre on April 23, 2014. Persons wishing to attend this public consultation meeting should fill out their request for registration on line as soon as possible but by April 7, 2014.

This meeting will also be broadcast live on the internet and can be accessed on line. No advance registration is required for this internet access.

practical_guide_book

Lexis’ Practical Guide to U.S. Transfer Pricing (William Byrnes & the late Robert Cole (2013)) is designed to help multinationals cope with the U.S. transfer pricing rules and procedures, taking into account the international norms established by the Organisation for Economic Co-operation and Development (OECD). It is also designed for use by tax administrators, both those belonging to the U.S. Internal Revenue Service and those belonging to the tax administrations of other countries, and tax professionals in and out of government, corporate executives, and their non-tax advisors, both American and foreign.  Fifty co-authors contribute subject matter expertise on technical issues faced by tax and risk management counsel.

Posted in book, OECD, Transfer Pricing | Tagged: , , , , , | Leave a Comment »

LexisNexis FATCA compliance book released

Posted by William Byrnes on March 24, 2014


Associate Dean William Byrnes’ 2nd Edition of LexisNexis Guide to FATCA Compliance” was published February 3, 2014.  The 600+ page book of legal analysis features TJSL JD students Sean Livermore as the managing editor and Jason Miller as the co-author of the Turkey chapter with PwC Partner Umurcan Gago with whom Jason worked as his summer intern in Istanbul.

Sean Livermore opened up about why he chose Thomas Jefferson School of Law.  “It was a great opportunity to engage with partners of Big Law and the Big 4, made possible by the publication opportunities of Associate Dean Byrnes. The chance to be featured on LexisNexis fits nicely with my interests in pursuing an international legal career with several years of experience in Asia having studied in Japan and developed curricula for the Seoul Metropolitan Office of Education.”

book cover

“It was neat having the resources of PwC to help me write these articles,” related Jason Miller, who has now published in three LexisNexis publications and one for WoltersKluwer. “PwC has someone who specializes in every area, and everyone was always accommodating and eager to help me.”

Sean Livermore continued, “Professor Byrnes introduced me to an opportunity to work with an economic and tax study for a foreign government that opened my eyes to various types of tax work, as well as twenty hour work days.”

Professor William Byrnes interjected. “Over fifty of my students are currently involved in various LexisNexis, Wolters Kluwer, National Underwriter and Mertens publications.  It’s like a law review experience on steroids.”

“I undertook over thirty in-house workshops and interviews with tier 1 banks, firms, and government departments.  Through these I developed several new contributing authors, including Peter Cotorceanu who is the Head of UBS’ Product Management for Trusts and Foundations; Devang Ambavi, Rajul Jain, and Shinjini Kumar (PricewaterhouseCoopers experts for India), and Jinghua Liu and Qiguang Zhou (Baker McKenzie experts for China).”

“I look forward to having my new cohort students engage with these experts for the 2015 Edition that I may teach the students how to build an international network, and of course about international tax opportunities.  At the Tax Society lunch this week – Tuesday, March 25th – we are hosting renown European Court of Justice expert and author Dr. Dennis Weber of University of Amsterdam who will discuss ECJ tax jurisprudence that he analyzes in his publications.”

The 600 page LexisNexis Guide to FATCA Compliance will provide the financial enterprise’s FATCA compliance officer the tools for developing and maintaining a best practices compliance strategy.  This Guide may be leveraged in combination with the tools for identification of U.S. indicia of LexisNexis Risk Solutions (http://www.lexisnexis.com/risk/).

LexisNexis® Guide to FATCA Compliance

Posted in book | Tagged: , , | Leave a Comment »

Novel Ideas: Literary Agents, Writers, and the Law

Posted by William Byrnes on March 17, 2014


April 16 (Wednesday) presented by the Entertainment & Sports Law and Intellectual Property Law Sections of the San Diego County Bar Association

Featuring: Vincent F. Aiello, Esq.; William H. Byrnes; Leah Christensen; and Mary Wenzel

Are you a writer or do you represent writers? Join us and bring yourself up to date on the changes in law in the dramatically altered world of publishing and the distribution of the written word. This informative program will cover authorship, protecting books as property, obtaining and negotiating publishing deals.

The following will be addressed:
• Learn what literary agents do and how they help writers obtain and close publishing deals.
• Academic books: How you reach out to a publisher, the proposal process, and why you never really get paid.
• Alternative ways to grow your business via ghost writers for content on websites and blogs.
• How to consistently write intriguing blogicles that build a personal and professional brand that will develop client leads.

Click here to download the PDF flyer.         Click here to register for the remote internet Webcast.

Entertainment & Sports Law Section Co- Chairs: Eric Eastham & D. Jonathan Hadaya, Vice Chair: Jeremy Evans
Intellectual Property Law Section Co-Chairs: Leah Strickland & Jing Liu

Location: SDCBA Conference Center, 401 West A St., Ste. 120 (1st Floor), San Diego, CA 92101
Sponsors: Entertainment & Sports Law Section; Intellectual Property Law Section

 

Byrnes book on Prospecting

The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors, agents, brokers, producers, sales managers or agency owners need to convert prospects into customers, win new business, and to grow sales.

The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.

Posted in book | 1 Comment »

2nd book released for Sales Essentials Series – Managing Your Agency!

Posted by William Byrnes on March 13, 2014


National Underwriter Sales Essentials: Managing Your Agency, the second book by Associate Dean William Byrnes in this soft skills series, released March 3rd.

“The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors need to convert prospects into customers, win new business, and to grow sales,” added Rick Kravitz Managing Director of the National Underwriter Professional Publishing Division. “The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.”  

Byrnes book Managing your Agency“While America is experiencing its greatest transfer of wealth, the senior level ‘baby boomer’ financial advisors are retiring out of the market,” explained Associate Dean William Byrnes.  “The next five years presents substantial opportunities for this generation of attorneys and financial advisors who exercise best networking and face-to-face practices.”

“Many young professionals unproductively spin their wheels when it comes to growing their client base,” interjected Robert Bloink. “The Walter H. Diamond Graduate Program, available online, is competitive because most faculty members like myself brings decades of business experience into the classroom and keep our students eye on the ball – developing their client books.”

William Byrnes added, “We invite our readers to the upcoming April 2 webinar wherein we will discuss topics such as How to Clone Your Clients, What`s Your Point of Difference?, The ‘Ben Franklin Method’ For Winning People Over, How to Cultivate a Network of Endless Referrals, and Marketing to the Millennials. Just email me to join the webinar.”

“For advisors that live in Southern California, I’ll be discussing ‘Prospecting in the Twenty-First Century’ on April 16 for a noon panel at the San Diego County Bar Association.”

For the April 2 (8am Pacific, 11am Eastern) > webinar link < or email williambyrnes@gmail.com

Posted in book, Courses | Tagged: , , , | Leave a Comment »

William Byrnes authors new book on Client Prospecting for Sales Essentials Series

Posted by William Byrnes on March 7, 2014


On February 10, 2014 National Underwriter released its book Sales Essentials: Prospecting by Associate Dean William Byrnes.

“The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors, agents, brokers, producers, sales managers or agency owners need to convert prospects into customers, win new business, and to grow sales,” related Rick Kravitz Managing Director of the Professional Publishing Division. “The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.”  

“My co-author Robert Bloink and I wanted to write from a different focus than our tax books” explained William Byrnes.  “We uncovered that many financial professionals, accountants and attorneys aren’t taught the necessary soft skills in business and law school to develop and manage a sustainable practice after graduation.  This book addresses the soft skills necessary to be the firm ‘rainmaker’ and build a client base.”

Robert Bloink added, “Most young professionals don’t understand that the most valuable skill is the ability to attract and maintain clients.  In the current legal market, there are twice as many graduates as good positions – it’s an employer’s market.  Byrnes book on Prospecting

“In this new book we cover such topics as How to Clone Your Clients, What`s your Point of Difference?, The ‘Ben Franklin Method’ For Winning People Over, How to Cultivate A Network of Endless Referrals, and Marketing to the Millennials,” said William Byrnes. 

“I invite my readers to attend a soft skills webinar based upon the book, sponsored by Advisys, where Robert and I will be speaking about obtaining and maintaining clients. Hundreds of professionals attended our March 5 webinar that focused on lead development.  April 2 will focus on client cloning, including: asking intriguing questionsC2C qualified introductionsrepeating your successful formulae and finally, client crowd sourcing

William Byrnes continued “Jeremy Evans (Thomas Jefferson ’11) invited me to discuss on April 16 at the San Diego County Bar Association ‘Prospecting in the Twenty-First Century’ for a noon panel.”

The book is available at National Underwriter Sales Essentials: Prospecting

To Join the no-cost April 2 Webinar, contact WilliamByrnes@gmail.com

Posted in book, Courses | Tagged: , , , , , | Leave a Comment »

LexisNexis releases next edition of Money Laundering, Asset Forfeiture and Recovery Global Guide

Posted by William Byrnes on March 6, 2014


book cover

Graduating Thomas Jefferson juris doctor candidate Emmanuel Rayes co-authored with Dr. David Utzke the chapter “Virtual-Currency Regulatory Developments” for LexisNexis new release of Money Laundering, Asset Forfeiture and Recovery and Compliance — A Global Guide (LexisNexis).  Ashley Paulson, currently working in a DEA internship position and also about to graduate from Thomas Jefferson, leveraged her professional network and work expertise to create three new compliance oriented chapters for banks, including one on politically exposed persons (‘PEPs’).

Emmanuel Rayes reported “Associate Dean William Byrnes provided many great resources in helping me prepare Emmanuel Rayesthis publication. He has valuable connections in the legal and business fields not only in the United States but all over the World. Dean Byrnes introduced me to Dr. Utzke who is the lead IRS agent for virtual currencies and offshore compliance. Dr. Utzke’s guidance and insight was pivotal in completing this publication.”

professionalpicture_Medium“At the DEA one of my supervisors was impressed that I was working with Associate Dean William Byrnes,” related Ashley Paulson. “With the experience gained from my government work and from consulting other expert attorneys in this area, I was able to analyze three areas of chief concern for financial institutions: suspicious activity reporting (‘SAR’), currency transaction reporting (‘CTR’) and PEPS.  My interest in PEP compliance grew after the International Consortium of Investigative Journalists exposed thousands of instance of major banks thwarting PEP guidelines, leading to corresponding allegations of corruption by those PEPs and their families.” 

“Virtual currencies are changing the perception of what money is and what money can do,” Emmanuel Rayes described.  “The amount of excitement and interest surrounding this topic is comparable to the introduction of the Internet or the Smartphone.”

 “After passing the Bar, I plan to stay involved with this publishing as a Thomas Jefferson alumni,” declared Ashley Paulson.  “I encourage students to attend William Byrnes’ lectures and learn about these unique opportunities for his students to engage with experts to assist them in authoring articles on current topics.”  

Mr. Rayes added, “I think that being a featured author in a major LexisNexis publication that so many lawyers and banks rely upon is a career game changer.  It’s already opening doors.”

“I agree”, said Ms. Paulson, “Having been an author for chapters that banks are referencing, and my experience with the DEA, has distinguished me from other graduates for career opportunities.”

“I match my Thomas Jefferson students with co-authorship opportunities in my graduate publication seminar that they may connect with professionals and begin to build a network,” explained William Byrnes.  “I am hosting a Tax Society lunch on March 25th featuring renown European Court of Justice expert and author Dr. Dennis Weber and will discuss the next set of networking opportunities with those attending.”

Money Laundering, Asset Forfeiture and Recovery and Compliance — A Global Guide

William H. Byrnes, IV,

Posted in book | Tagged: , , , , | Leave a Comment »

Sales Essentials: Prospecting and Referrals on Wednesday March 5

Posted by William Byrnes on February 27, 2014


Byrnes book on ProspectingOn Wednesday March 5 (Prof. Robert Bloink) and on Wednesday April 2 (Assoc. Dean William Byrnes) are presenting on 2 soft skills topics about obtaining and maintaining clients.  March 5 will focus on lead development (see below).  April 2 will focus on client cloning, including: asking intriguing questions, C2C qualified introductionsrepeating your successful  formulae and finally, client crowd sourcing.

The webinars, kindly sponsored (thus no cost to attendees) by our friends at Advisys and its Back Room Technician platform, are based on the content from our newly released book in the National Underwriter Sales Essentials series: http://www.nationalunderwriter.com/national-underwriter-sales-essentials-life-health-prospecting-1.html (National Underwriter Sales Essentials: Prospecting)

Complicated products and financial strategies make the need for intelligent financial guidance more important than ever before. However, providing effective guidance is now more time consuming than ever. You must be both knowledgeable and service oriented to advise clients successfully. 

Wednesday, March 5th at
11:00 AM ET / 10:00 AM CT / 8:00 AM PT

“Sales Essentials: Prospecting and Referrals”  Enroll now >>

Robert is co-author of The National Underwriter Company’s soon to be published book, Sales Essentials: Prospecting, along with William H. Byrnes, Esq., LL.M, CWM. In the past five years, Robert worked to put in force in excess of $2 billion of death benefit for insurance industry producers. His financial products practice incorporates sophisticated wealth transfer techniques as well as counseling institutions about their insurance portfolios. He is a professor of tax for the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of Law.
Robert joins us through special arrangements with the National Underwriter Company, the industry’s leading publisher of expert authored reference materials
for insurance, tax and financial planning professionals.

A few of the important topics we’ll cover include:

  • Phases of relationship building to cultivate a web of clients and referrals.
  • In-person networking: cultivating prospects and referrals through meetings at local events.
  • How to build relationships by adding value to the prospect’s business in the initial stages of the relationship.
  • The importance of focusing on the prospect and leaving detailed discussions of the financial professional’s business goals for later.
  • How to recognize when it’s time to close the deal. (Hint: when the prospect or referral knows, likes and trusts the advisor.)

Register Now – Click Here

This 45-minute webinar will be loaded with content and suggestions that can be used immediately with your next customer appointment or prospect. Learn the best practices of today’s top producers and advisors. Create success with a small-time commitment.

Posted in book, Courses | Tagged: , , , , , , | Leave a Comment »

The National Underwriter Company Publishes Tax Facts on Individuals & Small Business

Posted by William Byrnes on February 4, 2014


Tax and financial advisors will now have a new tool for helping individuals and small businesses navigate today’s toughest tax questions

NEW YORK, /PRNewswire/ — In order to aid professionals faced with complicated, confusing tax questions, National Underwriter has released the newest addition to its highly popular Tax Facts library, Tax Facts on Individuals & Small Business, an essential tax reference for financial advisors & planners, insurance professionals, CPAs, attorneys, and other practitioners advising small businesses and individuals.

For more than half a century, Tax Facts has been an essential resource designed to meet the real-world tax-guidance needs of professionals in both the insurance and investment industries.

2014_tf_on_individuals_small_businesses-m_1Due to a number of recent changes in the law, taxpayers are currently facing many questions connected to important issues such as healthcare, home office use, capital gains, investments, and whether an individual is considered an employee or a contractor. Financial advisors are continually looking for updated tax information that can help them provide the right answers to the right people at the right time. This brand-new resource provides fast, clear, and authoritative answers to pressing questions, and it does so in the convenient, timesaving, Q&A format for which Tax Facts is famous.

“Our brand-new Tax Facts title is exciting in many ways,” says Rick Kravitz, Vice President & Managing Director of Summit Professional Network’s Professional Publishing Division. “First of all, it fills a huge gap in the resources available to today’s advisors. Small business is a big market, and this book enables advisors to get up-and-running right away, with proven guidance that will help them serve their clients’ needs. Secondly, it addresses the biggest questions facing all taxpayers and provides absolutely reliable answers that help advisors solve today’s biggest problems with confidence.”

The company also points out that the expert authors—Robert Bloink, Esq., LL.M., and William H. Byrnes, Esq., LL.M., CWM®—are delivering real-life guidance based on decades of experience.

“The authors’ knowledge and experience in tax law and practice provides the expert guidance for National Underwriter to once again deliver a valuable resource for the financial advising community,” added Kravitz.tax-facts-online_medium

Anyone interested can try Tax Facts on Individuals & Small Business, risk-free for 30 days, with a 100% guarantee of complete satisfaction.  For more information, please go to www.nationalunderwriter.com/TaxFactsIndividuals or call 1-800-543-0874.

ABOUT NATIONAL UNDERWRITER
For over 110 years, National Underwriter has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions. With respected resources available in print, online, and in eBook formats, National Underwriter remains at the forefront of the evolving insurance industry, delivering the thorough and easy-to-use resources you rely on for success. National Underwriter is a Summit Professional Network.

ABOUT SUMMIT PROFESSIONAL NETWORKS
Summit Professional Networks supports the growth and vitality of the insurancefinancial services and legalcommunities by arming professionals with the knowledge and education they need to succeed at every stage of their careers. We provide face-to-face and digital events, websites, mobile sites and apps, online information services, and magazines giving professionals multi-platform access to our critical resources, including Professional Development; Education & Certification; Prospecting & Data Tools; Industry News & Analysis; Reference Tools and Services; and Community Networking Opportunities.

Using all of our resources across each community we serve, we deliver measurable ROI for our sponsors through a range of turnkey services, including Research, Content Development, Integrated Media, Creative & Design, and Lead Generation.

For more information, go to http://www.summitprofessionalnetworks.com/.

Press Contact:
Marcia Mermelstein
Summit Professional Networks
201-526-2340
mmermelstein@SummitProNets.com

Posted in book | Tagged: , , , , | Leave a Comment »

Assoc. Dean Byrnes’ Book “Tax Facts on Individuals and Small Business” Published | Thomas Jefferson School of Law

Posted by William Byrnes on December 30, 2013


Read about > Assoc. Dean Byrnes’ Book “Tax Facts on Individuals and Small Business” Published | Thomas Jefferson School of Law <

Posted in book | Tagged: | Leave a Comment »

NationalUnderwriter.com is celebrating throughout the month of December with two FREE Shipping offers! (No coupon necessary)

Posted by William Byrnes on December 12, 2013


NationalUnderwriter.com is celebrating throughout the month of December with two FREE Shipping offers! (No coupon necessary; links provided below.)  Also, in preparing for the new year, NationalUnderwriter.com has the book titles for January 2014 that students need!2014_tf_on_individuals_small_businesses-m_1

Now through 12/14/2013, shoppers enjoy FREE Shipping on Insurance, Finance, and Legal bookstore purchases of $100 or more at NationalUnderwriter.com!

And then, from 12/15/2013 through 12/31/2013, shoppers to enjoy FREE Shipping on any Insurance, Finance, or Legal bookstore purchase at NationalUnderwriter!

1. FREE Shipping on Insurance, Finance & Legal bookstore purchases of $100 or more through 12/14/2013 at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=552046&u=756813&m=40955&urllink=&afftrack=

2. FREE Shipping on any Insurance, Finance, or Legal bookstore purchase from 12/15/2013 through 12/31/2013 at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=552047&u=756813&m=40955&urllink=&afftrack=

3. “The Tools & Techniques of Investment Planning, 3rd Edition” (SKU: 2730003) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554145&u=756813&m=40955&urllink=&afftrack=

4. “The Tools & Techniques of Estate Planning for Modern Families” (SKU: 2890000) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554146&u=756813&m=40955&urllink=&afftrack=

5. “Principles of Estate Planning, First Edition, Updated for 2013” (SKU: 9110001B) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554179&u=756813&m=40955&urllink=&afftrack=

6. “The Tools & Techniques of Employee Benefit and Retirement Planning, 13th Edition” (SKU: 2710013B) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554180&u=756813&m=40955&urllink=&afftrack=

7. “The Tools & Techniques of Estate Planning, 16th Edition” (SKU: 2850016B) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554181&u=756813&m=40955&urllink=&afftrack=

8. “The Tools & Techniques of Life Insurance Planning, 5th edition” (SKU: 2700005B) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554182&u=756813&m=40955&urllink=&afftrack=

9. “Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, 2nd Ed.” (SKU 7200002B) IN STOCK at Nat’l Underwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554183&u=756813&m=40955&urllink=&afftrack=

10. “The Process of Financial Planning: Developing a Financial Plan, 2nd Edition” (SKU: 7190002B) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554184&u=756813&m=40955&urllink=&afftrack=

11. “The Tools & Techniques of Financial Planning, 10th Edition” (SKU: 2770010B) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554185&u=756813&m=40955&urllink=&afftrack=

12. The Tools & Techniques of Life Insurance Planning & Risk Management for Financial Planners (SKU: 8080003) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554186&u=756813&m=40955&urllink=&afftrack=

13. “Income Tax Planning, 3rd Edition” (SKU: 2740003B) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554229&u=756813&m=40955&urllink=&afftrack=

14. “Tools & Techniques of Risk Management & Insurance” (SKU: 2960000) IN STOCK at NationalUnderwriter – ORDER NOW!
http://www.shareasale.com/r.cfm?b=554230&u=756813&m=40955&urllink=&afftrack=

Posted in book | Tagged: , , , , , , , , | Leave a Comment »

tax planning for Individuals & Small Business … new book

Posted by William Byrnes on November 8, 2013


Check out the new title at http://www.nationalunderwriter.com/tax-facts-on-individuals-small-business.html

2014_tf_on_individuals_small_businesses-m_1

 

Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules.

Rick Kravitz It is an honor to be your publisher. Rick Kravitz, Vice president, Executive director, Premium content, Summit Professional Network.” Excellent work.” 

Available at > National Underwriter <

 

Posted in book | Leave a Comment »

LexisNexis Publishes William H. Byrnes “International Withholding Tax Treaty Guide – 2nd Edition”

Posted by William Byrnes on October 24, 2013


IMG_1956 (1)

LexisNexis released in September 2013 the new and expanded 2nd Edition of its International Withholding Tax Treaty Guide.  Thomas Jefferson’s Associate Dean of Graduate & Distance Education William Byrnes is the co-author with Dr. Robert J. Munro, retired law librarian of University of Florida. This is William Byrnes and Robert Munro’s sixth book together.

When asked about how Dr. Munro and he started writing together, William Byrnes replied: “When I met him in 1998, Dr. Robert Munro was Co-Director of the Center for International Financial Crimes Studies at University of Florida’s College of Law, focusing on anti money laundering and anti terrorism financing, whereas I focused on international taxation and multinational behavior.  We explored several overlapping areas of interest, approaching each from our very different perspectives.  Dr. Munro brings to the table his experience as a national security expert and his research into undocumented marketplaces whereas I bring my experience with multinational organization decision making and risk management.”

“Dr. Munro, after retiring from University of Florida, actively teaches anti money laundering for the Thomas Jefferson graduate program and provides its graduate and juris doctorate students with publication opportunities through the publication course to promote their professional careers.  He has been particularly helpful with assisting students seek national security careers.”

Regarding the 2nd edition International Withholding Tax Treaty Guide published this month, Robert Munro added: “The second edition of International Withholding Tax Treaty Guide includes a new binder with new chapter structures of completely rewritten tax information and analysis.  The International Withholding Tax Treaty Guide has been expanded to include many new countries to match the robust list of 110 countries of Foreign Tax & Trade Briefs.  Moreover, International Withholding Tax Treaty Guide subscribers will receive new chapters of analysis and planning based on the OECD Model DTA articles and major trading country jurisprudence that are most relevant to corporate tax counsel, addressing topics such as capital gains, dividends, interest, rents, leasing income, royalties, and permanent establishment.  Corporate counsel may combine the Foreign Tax & Trade Brief publications with Tax Havens of the World to form an international tax planning and risk management library at substantially less cost than competitive product suites.”

William Byrnes explained the history of this Lexis publication: “During the Second World War, Walter H. Diamond, then a banker, was tasked by the federal government to analyze and report on the investment and tax laws of each country and territory of which the Allies held confiscated Axis assets.  Walter Diamond ventured though out the continents and Pacific meticulously collecting the local tax and investment laws and regulations applicable to the Allies new assets, and transcribed them into an understandable brief by country for the U.S. Treasury.  In 1948, Matthew Bender published his country briefs in the first edition of Foreign Tax & Trade Briefs.  Since 1948, the quarterly updated country briefs have been leveraged by thousands of multinational corporate counsel subscribers as part of their foreign tax and investments risk management best practices.”

“In 1974, Matthew Bender added a third binder to Foreign Tax & Trade Briefs, International Withholding Tax Treaty Guide, to specifically address the important role of tax treaties in tax risk management that had developed in the sixties.  By 1975, nearly 1,000 tax treaties had been signed between countries based on the OECD’s Model with an additional 200 treaties in force based on the League of Nations Models.  There are now more than 3,200 tax related treaties.”

When asked their next project together, Dr. Munro stated: “We are looking at tackling the rewrite of all three binders of Lexis’ Tax Havens of the World, with a new table of contents, new chapters, and a more modern ‘post-OECD reports’ approach.”  William Byrnes added, “Yes, this major re-do should keep us creatively busy another couple years.”

Posted in book, Taxation | Tagged: , , , , , , , | Leave a Comment »

William Byrnes author of 2 tax titles published September 2013

Posted by William Byrnes on October 21, 2013


IMG_1962

Summit Professional Network’s National Underwriter published two books authored by Associate Dean William Byrnes and Robert Bloink: 2014 Tax Facts on Investments and 2014 Tax Facts on Insurance & Employee Benefits

William Byrnes explained National Underwriter Company’s place in the market: “National Underwriter has been the leading publisher for over 110 years to the insurance industry.  Tax Facts was first published over 60 years ago and has become in the words of Michael E. Kitces, Director of Financial Planning of Pinnacle Advisory Group:

“…  THE benchmark standard that all other resources are measured by, for financial planners that might need to look up a question about any kind of tax-related issue involving a client. The Tax Facts series sits on a bookshelf right next to my desk for easy and regular access, and only leaves when I replace it with each year’s update!”  (source: http://pro.nuco.com/Pages/AboutUs.aspx)

William Byrnes added “Tax Facts has built strong a subscriber base of over 20,000 financial planning professionals.  I think financial planning professionals relate to the approach of contextualizing client problems in a Question – Answer format.  Clients don’t come with neatly packaged issues, but instead want to tell their stories and ask questions.  Thus, Tax Facts takes that approach, by example leveraging case studies and typical client questions in the expanding online version.”

William Byrnes continued “Robert Bloink’s experience as a former IRS Counsel and national insurance markets advisor combines well with my big 4 and publication background.”

When asked “What is new about the 2014 edition?” Robert Bloink replied “We have included a new section on cross border employment and estate tax issues, captive insurance and alternative risk transfer, reverse mortgages, DOMA, Affordable Care Act, and REITs as well as expanding coverage of annuities, structured settlements, retirement planning and deferred compensation.”

Alexis Long worked with Thomas Jefferson joint degree juris doctorate and LLM alumnus, Marcus Threats, on the REIT Q&A section which sprung from his senior writing project.  Mr. Threats said that “I obtained a legal education to address challenges that I had experienced in the property investments markets.  While the opportunity for a dual degree at Thomas Jefferson attracted me to the law school, the authorship with a renown professional publisher has really made my Thomas Jefferson education stand out.”

William Byrnes interjected: “This Thursday Adjunct Professor Alexis Long begins the next Publications course via the online LLM and interested students should contact her or myself.  We are already planning the 2014 year and about to complete our JD and LLM publication teams.”

William Byrnes continued: “By the way, in November Robert and I expect to announce the publication of our third Tax Facts title addressing entrepreneur’s income tax and small business tax issues and hope it gains market traction in line with these two titles.”

Posted in book, Estate Tax, Retirement Planning, Taxation, Wealth Management | Tagged: , , , , | Leave a Comment »

20% discount code for 400 page analysis of FATCA Compliance

Posted by William Byrnes on October 11, 2013


To purchase LexisNexis® Guide to FATCA Compliance and save 20%, visit the LexisNexis Store.  The link for the 20% discount is:

book coverhttp://www.lexisnexis.com/store/catalog/booktemplate/productdetail.jsp?pageName=relatedProducts&skuId=sku8140237&catId=cat2370006&prodId=prod19190327&couponId=FATCA13&utm_campaign=1-FATCA13_Author+Byrnes&utm_medium=digital+non-LN&utm_source=partner&utm_content=blog_link2_20pct&utm_term=Print

Over 400 pages of compliance analysis !! now available with the 20% discount code link in this flier –> LN Guide to FATCA_flier.

The LexisNexis® Guide to FATCA Compliance was designed in consultation, via numerous interviews and meetings, with government officials, NGO staff, large financial institution compliance officers, investment fund compliance officers, and trust companies,  in consultation with contributors who are leading industry experts. The contributors hail from several countries and an offshore financial center and include attorneys, accountants, information technology engineers, and risk managers from large, medium and small firms and from large financial institutions.  A sample chapter from the 25 is available on LexisNexis: http://www.lexisnexis.com/store/images/samples/9780769853734.pdf

Analysis by FATCA Experts – 

Kyria Ali, FCCA is a member of the Association of Chartered Certified Accountants (“ACCA”) of Baker Tilly (BVI) Limited.

Michael Alliston, Esq. is a solicitor in the London office of Herbert Smith Freehills LLP.

Ariene d’Arc Diniz e Amaral, Adv.  is a Brazilian tax attorney of Rolim, Viotti & Leite Campos Advogados.

Maarten de Bruin, Esq. is a partner of Stibbe Simont.

Jean-Paul van den Berg, Esq.  is a tax partner of Stibbe Simont.

Amanda Castellano, Esq. spent three years as an auditor with the Internal Revenue Service.

Luzius Cavelti, Esq. is an associate at Tappolet & Partner in Zurich.

Bruno Da Silva, LL.M.  works at Loyens & Loeff, European Direct Tax Law team and is a tax treaty adviser for the Macau special administrative region of the People’s Republic of China.

Prof. J. Richard Duke, Esq. is an attorney admitted in Alabama and Florida specializing over forty years in income and estate tax planning and compliance, as well as asset protection, for high net wealth families.  He served as Counsel to the Ludwig von Mises Institute for Austrian Economics 1983-1989.

Dr. Jan Dyckmans, Esq. is a German attorney at Flick Gocke Schaumburg in Frankfurt am Main.

Arne Hansen is a legal trainee of the Hanseatisches Oberlandesgericht (Higher Regional Court of Hamburg), Germany.

Mark Heroux, J.D. is a Principal in the Tax Services Group at Baker Tilly who began his career in 1986 with the IRS Office of Chief Counsel.

Rob. H. Holt, Esq. is a practicing attorney of thirty years licensed in New York and Texas representing real estate investment companies.

Richard Kando, CPA (New York) is a Director at Navigant Consulting and served as a Special Agent with the IRS Criminal Investigation Division where he received the U.S. Department of Justice – Tax Division Assistant Attorney General’s Special Contribution Award.

Denis Kleinfeld, Esq., CPA. is a renown tax author over four decades specializing in international tax planning of high net wealth families.  He is Of Counsel to Fuerst Ittleman David & Joseph, PL, in Miami, Florida and was employed as an attorney with the Internal Revenue Service in the Estate and Gift Tax Division.

Richard L. Knickerbocker, Esq.  is the senior partner in the Los Angeles office of the Knickerbocker Law Group and the former City Attorney of the City of Santa Monica.

Saloi Abou-Jaoude’ Knickerbocker Saloi Abou-Jaoude’ Knickerbocker is a Legal Administrator in the Los Angeles office of the Knickerbocker Law Group concentrated on shari’a finance.

Jeffrey Locke, Esq.  is Director at Navigant Consulting.

Josh Lom works at Herbert Smith Freehills LLP.

Prof. Stephen Polak is a Tax Professor at Thomas Jefferson School of Law’s International Tax & Financial Services Graduate Program where he lectures on Financial Products, Tax Procedure and Financial Crimes. As a U.S. Senior Internal Revenue Agent, Financial Products and Transaction Examiner he examined exotic financial products of large multi-national corporations. Currently, Prof. Polak is assigned to U.S. Internal Revenue Service’s three year National Research Program’s as a Federal State and Local Government Specialist where he examines states, cities, municipalities, and other governmental entities.

Dr. Maji C. Rhee is a professor of Waseda University located in Tokyo.

Jean Richard, Esq.  a Canadian attorney, previously worked for the Quebec Tax Department, as a Senior Tax Manager with a large international accounting firm and as a Tax & Estate consultant for a pre-eminent Canadian insurance company.  He is currently the Vice President and Sr. Wealth Management Consultant of the BMO Financial Group.

Michael J. Rinaldi, II, CPA. is a renown international tax accountant and author, responsible for the largest independent audit firm in Washington, D.C.

Edgardo Santiago-Torres, Esq., CPA, is also a Certified Public Accountant and a Chartered Global Management Accountant, pursuant to the AICPA and CIMA rules and regulations, admitted by the Puerto Rico Board of Accountancy to practice Public Accounting in Puerto Rico, and an attorney.

Hope M. Shoulders, Esq. is a licensed attorney in the State of New Jersey whom has previously worked for General Motors, National Transportation Safety Board and the Department of Commerce.

Jason Simpson, CAMS is the Director of the Miami office for Global Atlantic Partners, overseeing all operations in Florida, the Caribbean and most of Latin America. He has worked previously as a bank compliance employee at various large and mid-sized financial institutions over the past ten years.  He has been a key component in the removal of Cease and Desist Orders as well as other written regulatory agreements within a number of Domestic and International Banks, and designed complete AML units for domestic as well as international banks with over three million clients.

Dr. Alberto Gil Soriano, Esq.  worked at the European Commission’s Anti-Fraud Office in Brussels, and most recently at the Legal Department of the International Monetary Fund’s Financial Integrity Group in Washington, D.C. He currently works at the Fiscal Department of Uría Menéndez Abogados, S.L.P in Barcelona (Spain).

Lily L. Tse, CPA. is a partner of Rinaldi & Associates (Washington, D.C.).

Dr. Oliver Untersander, Esq. is partner at Tappolet & Partner in Zurich.

Mauricio Cano del Valle, Esq. is a Mexican attorney who previously worked for the Mexican Ministry of Finance (Secretaría de Hacienda) and Deloitte and Touche Mexico.  He was Managing Director of the Amicorp Group Mexico City and San Diego offices, and now has his own law firm.

John Walker, Esq. is an accomplished attorney with a software engineering and architecture background.

Bruce Zagaris, Esq. is a partner at the Washington, D.C. law firm Berliner, Corcoran & Rowe, LLP.

Prof. William Byrnes was a Senior Manager then Associate Director at Coopers & Lybrand, before joining academia wherein he became a renowned author of 38 book and compendium volumes, 93 book & treatise chapters and supplements, and 800+ articles.  He is Associate Dean of Thomas Jefferson School of Law’s International Taxation & Financial Services Program.

Dr. Robert J. Munro is the author of 35 published books is a Senior Research Fellow and Director of Research for North America of CIDOEC at Jesus College, Cambridge University, and head of the anti money laundering studies of Thomas Jefferson School of Law’s International Taxation & Financial Services Program.

Posted in book, FATCA | Tagged: , , , | Leave a Comment »

Second Edition of Lexis’ International Withholding Tax Treaty Guide released

Posted by William Byrnes on August 26, 2013


Associate Dean William Byrnes is also pleased to announce the publication of International Withholding Tax Treaty Guide, Second Edition by LexisNexis.

The second edition of International Withholding Tax Treaty Guide, authored by Professor William H. Byrnes and Dr. Robert J. Munro, includes new binders with new chapter structures of completely rewritten tax information and analysis. The second edition of Foreign Tax & Trade Briefs includes a new structure for all 110 country chapters to reflect the evolution of national tax systems since 1948. The International Withholding Tax Treaty Guide has been expanded to include many new countries to match the robust list of Foreign Tax & Trade Briefs, and its footnote numbering has been amended for brevity and modern coherence.

Moreover, International Withholding Tax Treaty Guide subscribers will receive new chapters of analysis and planning based on the OECD Model DTA articles and major trading country jurisprudence that are most relevant to corporate tax counsel, addressing topics such as capital gains, dividends, interest, rents, leasing income, royalties, and permanent establishment, as well as developing topics such as new standards of information exchange. Corporate counsel may combine these publications with the LexisNexis Matthew Bender publication Tax Havens of the World to form a complete international tax planning and risk management library.

Associate Dean William Byrnes said “The Second Edition completes my re-write process of this book to re-structure the citation architecture for a modern approach to tax treaty analysis,”  Over the next two years I will author an in-depth, comparative analysis of tax treaty articles, to provide practitioners and arbitrators a go-to treatise for global corporate planning.”

William Byrnes continued “In 1974, Matthew Bender added a third binder to Foreign Tax & Trade Briefs, the International Withholding Tax Treaty Guide, to specifically address the important role of tax treaties in tax risk management that had developed in the sixties. By 1975, nearly one thousand tax treaties had been signed between countries based on the OECD’s Model with an additional 200 treaties in force based on the League of Nations Models. Moreover, many (former) territories had become independent, developing countries with the ability to establish their own tax treaties. There are now more than 3,200 tax treaties, of which 2,900 are signed and in effect with the remaining 300 yet to become effective by official legislative approval.”

Posted in book, Taxation | Tagged: , , , , , , | Leave a Comment »

2 New Tax Facts Books Released

Posted by William Byrnes on August 23, 2013


National Underwriters published 2014 editions of Tax Facts books authored by William Byrnes and Robert Bloink of the graduate tax program.

2014 Tax Facts on Investments

2014 Tax Facts on Insurance & Employee Benefits

“We have included a new section on cross border employment and estate tax issues, captive insurance and alternative risk transfer, reverse mortgages, DOMA, as well as the previously expanding sections on ETFs and on precious metals & collectibles,” William Byrnes said.  “Moreover, we hope to soon announce the newest title of Tax Facts addressing entrepreneurs and their small business tax issues.” 

“Tax Facts Books and the Tax Facts Online portal have built strong following of many thousand of financial planning professionals.  I think financial planning professionals relate to National Underwriter’s approach of contextualizing client problems in a Question – Answer format.”

Both publications are now available as e-books, as an alternative or in combination with print.

Posted in book, Retirement Planning, Taxation, Wealth Management | Tagged: , , , , , , , , , | Leave a Comment »

Practical Guide to U.S. Transfer Pricing coordinating author speaks …

Posted by William Byrnes on August 1, 2013


practical_guide_bookWilliam Byrnes has been appointed a primary author for his sixth Lexis title.  

Read Professor Byrnes’ comments at http://www.tjsl.edu/news-media/2013/9861

 

For the 2013 OECD policy initiative regarding multinational’s transfer pricing, see “Addressing Base Erosion and Profit Shifting” available at http://www.keepeek.com/Digital-Asset-Management/oecd/taxation/addressing-base-erosion-and-profit-shifting_9789264192744-en

 

and the more recently published “Action Plan on Base Erosion and Profit Shifting”: http://www.oecd.org/ctp/BEPSActionPlan.pdf

Posted in book, Transfer Pricing | Tagged: , , , | Leave a Comment »

FREE SHIPPING on any purchase through 06/30/2013 at NationalUnderwriter – SHOP NOW!

Posted by William Byrnes on June 24, 2013


Readers stay updated and informed with good ol’ fashioned BOOKS that SHIP FREE this week only, Monday, June 24th – Sunday, June 30th at NationalUnderwriter!

Check out my Tax Facts series (banners on the left and right column of my blog) and for free shipping click below….

FREE SHIPPING on any purchase through 06/30/2013 at NationalUnderwriter – SHOP NOW!

2013_tf_on_investments_cover-m_2

Posted in book, Estate Tax, Taxation | Tagged: , , , | Leave a Comment »

 
%d bloggers like this: