Wealth & Risk Management Blog

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

Posts Tagged ‘Online Tax Degree’

New Generation of Tax Graduates – An Innovative Evolution

Posted by William Byrnes on March 7, 2016


Haven’t sat down with Kat in couple years (she’s the nation’s leading tax recruiter, all the big companies and Big 4 hiring partners know her), but she wrote this entertaining and highlyTax-connections-logodescriptive story yesterday to her 100,000 tax folks worldwide that leverage her tax recruitment site.

“… What I shall never forget was the experience that summer day in 2007 in an old dilapidated building. There I was sitting in a wobbly old chair to the right side of a scholarly, forward thinking tax law Professor sitting in front of a computer that looked like the very first “Lisa” computer that Steve Jobs built. Although it was probably not that one, it sure looked like it! The old computer had loose wires hooked up to another old computer with a video fixture added to the mix of wires and computer equipment. I sat there next to Professor Byrnes and experienced my very first distance course with students from Asia, South Africa, Brazil, Europe, U.S. and some other countries. It was fascinating to observe him teaching his tax students online from multiple countries. The experience in this old building with old computers hooked together with loose wires in what appeared to look like an old scientist experiment had me thinking privately… ”

https://www.taxconnections.com/taxblog/new-generation-of-tax-graduates-find-tax-jobs-an-innovative-evolution-by-taxconnections/

From when I started in 1994 until recently, technology and education had been totally disconnected, so much so that I had to build my own computers and servers from parts I scavenged from the computer lab discarded machines, like old Gateways and IBMs, because faculty administration would not budget for technology build out for a professor. Anyway – blast from the past that I thought may be interesting to anyone in tax education.

Posted in Education Theory, Uncategorized | Tagged: , , , | Leave a Comment »

National Underwriters Appoints New Leader of Financial Advisory Publications

Posted by William Byrnes on July 14, 2010


National Underwriters Establishes Go-To Service for Producers

Effective this summer, in order to embrace the changing landscape of the greatest wealth transfer in global history, National Underwriter/Summit Business Media is honored to announce that the renown professor, author, and financial services industry analyst William Byrnes will lead our financial advisory publications.  In an interview William Byrnes stated that “I will leverage community-comment blogging with innovative multimedia to deliver daily strategies for insurance producers and financial service regulatory updates for risk managers.  National Underwriters’ Advanced Underwriter Service®(AUS®) will emerge as the dominant go-to strategy service for the insurance/financial planning industry.” 

When asked how he intends to effectively connect AUS® strategic information with the needs of producers, Byrnes replied, “Through direct engagement with producers’ burning questions via the new AUS® Advisor blog, through my editorial panel of connected industry experts and enterprise-wide subscribers, and through feedback from the elected production leaders from the over 50,000 chartered wealth managers of the American Academy of Financial Management®.  National Underwriters will proactively educate the AUS subscribers about developing insurance and wealth management advisory strategies and sales techniques before the subscribers’ competitors hear about them via industry word of mouth.”

William Byrnes’ Background

Byrnes continued, “I have a lot of experience delivering cutting edge information to professionals seeking to better serve their clients and win business from the competition.  About twenty years ago, Dr. George Mentz and I pioneered residential executive training, and soon thereafter online degrees, for wealth managers seeking to become top producers.  Over time we trained these industry leading wealth managers with our executive programs for the likes of EuroMoney-Institutional Investor, IIR, and the Society of Trust and Estate Practitioners.  We even managed for the first time ever that the American Bar Association acquiesced to an online wealth management oriented graduate law degree being granted to both lawyers and non-lawyers alike by an accredited law school in the USA.”

“And in terms of executing multi-media publishing, I’ve written and edited 10 books and treatises and 17 chapters for best-of-class publishers like Lexis-Nexis, Wolters Kluwer, Thomson-Reuters, and Oxford University Press, whereas Dr. Mentz focused on wealth management techniques and soft skills books distributed international via the 120-country membership of the American Academy of Financial Management.  I have published my multi-media textbooks online since 1998!”

New Community-Collaborative Technology

When asked how he transitioned from practitioner to education-pioneer, Byrnes reminisced “I never imagined when I was an associate director of international tax of the big 6 audit firm Coopers & Lybrand, now known as PwC, that I would move from serving high net wealth families to helping wealth managers better serve their clients via my role as the Associate Dean of an ABA accredited law school, Thomas Jefferson.  This year Thomas Jefferson School of Law will open its new $130 million dollar state-of-the-technology new campus in San Diego that will be able deliver via innovative ways interactive training and education to wealth managers across the nation, and the globe.  Over the coming year I will combine the cutting-edge technology of Thomas Jefferson law school, my online training expertise, and the National Underwriters best-of-class information services to deliver real-time fresh strategy and sales approaches to AUS subscribers, with followup webinars and training where subscriber interests warrants.”

Delivering the Competitive Advantage to Producers

Byrnes added, “National Underwriters/Summit Business Media wants to deliver an information service that will place its subscribers in a better competitive advantage.”  To this end National Underwriters has allowed me to assemble the industry’s finest editorial team in Investment Advisory, Wealth Management, and Risk Management.  I already have commitments from the two well known industry experts, investment-advisory attorney Robert Bloink, and the chair of the American Academy of Financial Management®, Dr. George Mentz, who will underpin this team”.

Robert Bloink’s Background

“I think it is critical for National Underwriters subscribers to know that Robert Bloink, one of two underpinning editorial team members, put in force in excess of $2B of longevity pegged portfolios for the insurance industry’s producers in the past five years.  Robert Bloink’s insurance practice incorporates sophisticated wealth transfer techniques, as well as counseling institutions in the context of their insurance portfolios and other mortality based exposures.  His success proves that he really has an unparalleled knowledge of the advanced insurance markets.”

“And in terms of risk management editorial expertise, I previously met Robert Bloink when he had just finished serving as Senior Attorney in the IRS Office of Chief Counsel, Large and Mid-Sized Business Division, where he litigated many cases in the U.S. Tax Court, served as Liaison Counsel for the Offshore Compliance Technical Assistance Program, coordinated examination programs audit teams on the development of issues for large corporate taxpayers and taught continuing education seminars to Senior Revenue Agents involved in Large Case Exams.  In his governmental capacity, Mr. Bloink became recognized as an expert in the taxation of financial structured products, and was responsible for the IRS’ first FSA addressing variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting some of the biggest corporate tax shelters in the history or our country.”

Chartered Wealth Managers Endorse 

“It is also critical for National Underwriters subscribers who serve middle America to know that the editorial team has Dr. George Mentz, chair of the 50,000 affiliated members of the American Academy of Financial Management® (AAFM®), Byrnes said.”  In an interview with Dr. Mentz, he stated that “I am excited to introduce our membership of Chartered Wealth Managers to the competitive client advisory strategies of Advanced Underwriter Service® and Tax Facts®.”  The AAFM® has endorsed National Underwriters’ Advanced Underwriter Service® as the information service of choice for its board designation CWM®s (Chartered Wealth Manager) in all of its 150 countries of membership.

Panel of Experts

In describing the newly formed editorial team, Byrnes said “To provide AUS® subscriber examples of other experts who will round out various aspects of the new editorial team, let me introduce you to three others, Mike Rodman, Don Goode and Robert Stuchiner.  Mike Rodman is a three time qualifier for Top of The Table, MDRT’s highest honor, as well as a four-year member of the International Forum, and the Association of Advanced Underwriters (AALU). Rodman served as past president of NAIFA-San Diego as well as an active member of The Financial Planning Association (FPA), The Society of Financial Service Professionals (SFSP) and The National Association of Independent Life Brokerage Agencies (NAILBA).  He founded Advanced Planning Services, Inc. (APS) as “the Premier Advanced Sales and Advanced Underwriting organization” serving the entire industry, including producers, producer groups, and other agencies and carriers, for which it has been a two-time INC 500 winner.”

“Don Goode joined Potomac West, where he was instrumental in building their large case department.  Along with his partner, Don successfully designed and negotiated the Power Play program for American General, and most importantly to National Underwriter subscribers, his team lent support to the first agent in the history of the industry to ever receive more than $100mm in a single calendar year.  When he stepped down from partner status at Potomac West, Don accepted a one year contract to lead the sales and marketing department for the esteemed Producer’s Group.  Thereafter Don Goodman joined the Advanced Planning Division of the public company-Bisys-Potomac where he consistently produced individual policy transactions that were more than 20 times the company average.”

“Robert Stuchiner worked for some of the largest insurance companies, most recently AIG where he was Senior Vice President in charge of market development and strategy for the AIG Affluent Markets Group. He has also worked for consumers of insurance products ranging from large corporations (North American Phillips) to a major law firm (Davis, Polk & Wardwell).  Robert Stuchiner has published articles on life insurance products in “Trusts & Estates” magazine as well as “CCH” professional publications. He is a frequent speaker to the insurance industry associations. Robert is the winner of the “National Career Achievement Award” granted by the Lighthouse for the Blind.  

Community Calibration

Byrnes concluded the interview stating, “To bring AUS to the next level of becoming the industry’s leader for strategic information, this next six months is going to be about collaboration with AUS subscribers and calibration of the new information service to align to the feedback received from them.  John Frey, Head of National Underwriters Institutional Relationships, and I will reach out to establish a focus group of the enterprise-wide subscribers, as well as a focus group of the producers.” 

“Via my community-based feedback approach, the subscribers will drive AUS’ topic approach to strategic information, even receiving direct answers to ‘questions for the authors’ so that the producer may better address client questions either in the living room or in the board room.  AUS will be a subscriber-focused service, tailored to the needs of the producer to place more product with customers”.  Byrnes said that he welcomed feedback from current AUS subscribers and would provide his direct National Underwriters telephone number and email address on the AUS subscriber site.

Posted in Compliance, Courses, Insurance, Taxation, Wealth Management | Tagged: , , , , , , , , , , | 3 Comments »

Immigration, Tax Planning, & AML Compliance for High Net Wealth Families & Executives

Posted by William Byrnes on June 6, 2010


The course instructors will “bridge the gap” between the often complex and quite intricate realm of international tax, estate planning, and immigration law. There is an obvious “nexus” between working professional immigrants, “high net worth immigrants,” and their financial dealings as to taxation and estate planning.  The course will first provide a survey of the foundational principles of U.S. international tax and estate planning.  The course will then provide a survey of relevant immigration visa categories, their status requirements, and “triggers” that have international tax and/or estate planning consequences.  Then the course will apply the legal principles with US case scenarios in order to establish a greater understanding between the “nexus” of international tax and immigration laws.

Next the instructors will lecture on the international movement of high net wealth executives and families: tax and immigration issues and strategies.  Finally the instructors will analyze the often overlooked overlap amongst financial reporting requirements, with a particular emphasis on the Patriot Act and related requirements.

Instructors: Prof. Fred Ongcapin is an Adjudications Officer (Policy) for the Policy and Regulation Management Division, Citizenship and Immigration Services, U.S. Department of Homeland Security, Headquarters Office, Washington D.C. In his current position he has authored and led to the publishing of numerous national policy guidance memos and formal regulations as to immigration law for the U.S. Department of Homeland Security. He also provides regular statutory and policy guidance concerning immigration policy for Citizenship and Immigration Services field offices throughout the country due to his subject matter expertise in immigration law. On several occasions, Fred has represented Citizenship and Immigration Services before senior policy level liaison meetings with the U.S. Department of State, U.S. Department of Justice, and certain Congressional Committees on Immigration.

Prof. Marshall Langer, the globally renown international tax author, lecturer and practitioner. Famed for Langer’s Practical International Tax Planning and for Rhoades & Langer U.S. International Tax and Treaties. Prof. Langer retired Of Counsel at the firm of Shutts & Bowen, London, England, and Miami, Florida.

Prof. William Byrnes has been an author and editor of 10 books and treatises and 17 chapters for Lexis-Nexis, Wolters Kluwer, Thomson-Reuters, Oxford University Press, Edward Elgar, and Wilmington. He is currently working on several Concept Maps for Lexis-Nexis Tax Law Center. This year he takes over as the author of National Underwriters’ Advanced Underwriting Service – the dominant information service in the insurance/financial planning industry with tens of thousands of subscribers.

In professional practice William Byrnes was a senior manager, then associate director of international tax for Coopers and Lybrand which subsequently amalgamated into PricewaterhouseCoopers, practicing in Africa, Europe, Asia, and the Caribbean. He has been commissioned and consulted by a number of governments on their tax and fiscal policy from policy formation to regime impact.

Delivery: 14 hours of live lecture and case studies via WIMBA web-conferencing – requires no download and works on PC/Mac.

Dates:  June 8, 15, 22 (Tues) 9pm-10pm (Eastern); June 29 (Tues) 9pm – midnight (Eastern); July 22 & 29 (Thurs) 10am-11am (Eastern); Aug. 5, 12, 19, 26 (Thurs) 9pm – 10pm (Eastern); Sept. 2 (Thurs) 9pm – 11pm (Eastern)

Recordings: all lectures are made available within 1 hour after class – on-demand video streaming and MP4 download until September 5th.

Contact: Prof. William Byrnes, Associate Dean – wbyrnes@tjsl.edu +1 (619) 297-9700 x 6955 for a registration form. Payments are only made by credit card to Thomas Jefferson School of Law. The fee is $49 per lecture hour ($686 for 14 hours) and includes electronic course materials.

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Certified International Tax Analyst

Posted by William Byrnes on May 14, 2010


Professional Designation: American Academy of Financial Management

Exam preparation: International Tax Planning & Risk Management course

Topics: Treaty Structures, Transfer Pricing, Risk Score Cards, Offshore Strategies and Compliance amongst others – taught via case studies

Delivery: 40 hours of live lecture and case studies – audio headsets for web conferencing

Start: May 24 (Monday) – end August 13 (Friday)

When: New York 11am – 12:30 pm (Eastern Time)

Recordings: all lectures are made available within 1 hour on-demand

Contact: Prof. William Byrnes, Associate Dean – wbyrnes@tjsl.edu   +1 (619) 297-9700 x 6955

Materials: tuition includes full Westlaw, Lexis, CCH, IBFD, Checkpoint, Orbitax and 20 other professional databases

Accreditation: applies toward the Legum Magister (LL.M.), Juris Scientiae Magister (J.S.M),  Scientiae Juridicae  Doctor (JSD) of Thomas Jefferson School of Law (San Diego)

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International Estate Planning & Immigration (summer course)

Posted by William Byrnes on May 2, 2010


Topics: Executive Compensation, High Net Wealth Families, Immigration, Estate Planning strategies and compliance

Delivery: 36 hours of live lecture and discussions – audio headsets required (online)

Start: May 28 (Friday) – end August 6 (Friday) – 11 weeks

When: most lectures’ times are weekdays at New York 11am / London 4pm / Paris 5pm / Dubai 7pm / Mumbai 8:30pm / Hong Kong 11pm

Recordings: all lectures are made available within 24 hours on-demand until August 27  

Instructors include: Richard Duke, Marshall Langer, Alfred Ongcapin, and others

Contact: Prof. William Byrnes, Associate Dean – wbyrnes@tjsl.edu to enroll

Enrollment: either as continuing education or as graduate program credit (graduate program credit includes full Westlaw, Lexis, CCH, IBFD, Checkpoint, Orbitax and 20 other professional databases)

Certification: applies toward the CTEP professional designation of the American Academy of Financial Management as disclosed for FINRA.

Accreditation: applies toward the Legum Magister, Juris Scientiae Magister, Scientiae Juridicae Doctor of Thomas Jefferson School of Law (San Diego) as disclosed for the American Bar Association.

Posted in Courses, Teaching Opportunities | Tagged: , , , , , | 2 Comments »

International Offshore Tax Planning – online lectures

Posted by William Byrnes on December 13, 2009


Course period: January 19th – April 9th (2 lectures weekly)

Lectures: 42 lecture hours using webcams / headsets with sharing of applications – also recorded for later on-demand viewing

Online Databases & Library: full access included to all international tax databases (IBFD, CCH, BNA, Checkpoint) and Westlaw/LexisNexis

International Tax Planning Software access and training included free to all delegates

Professional Designation: Certified International Tax Analyst™ (CITA) by the American Academy of Financial Management®

Contact: Assoc. Dean William Byrnes  wbyrnes@tjsl.edu  (619) 374-6955

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Chartered Anti Money Laundering Consultant™ (CAMC)

Posted by William Byrnes on December 8, 2009


Lecture Period: January 19th – April 9th 2010

Lectures: 42 lecture hours over 12 weeks using webcams / headsets (www.wimba.com) with sharing of applications – also recorded for later on-demand viewing.

Online Databases & Library: full access included

Course book: online

Professional Designation: by the American Academy® (www.aafm.us)

Contact: Assoc. Dean William Byrnes wbyrnes@tjsl.edu (619) 374-6955

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Chartered Wealth Manager® (CWM)

Posted by William Byrnes on December 7, 2009


Course length: January 18th – April 9th 2010

Lectures: 42 lecture hours over 12 weeks using webcams / headsets (www.wimba.com) with sharing of applications – also recorded for later on-demand viewing.

Online Databases & Library: full access included Course book: online Professional Designation: by the American Academy® (www.aafm.us)

Contact: Assoc. Dean William Byrnes wbyrnes@tjsl.edu (619) 374-6955

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Certified Risk Manager™ (CRM)

Posted by William Byrnes on December 7, 2009


Course date: January 18th – April 9th 2010

Lectures: 42 lecture hours using webcams / headsets (see www.wimba.com) with sharing of applications – also recorded for later on-demand viewing

Online Databases & Library: full access included

Course book: online

Professional Designation: by the American Academy® (www.aafm.us)

Contact: Assoc. Dean William Byrnes  wbyrnes@tjsl.edu  (619) 374-6955

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Certified International Tax Analyst™ (CITA)

Posted by William Byrnes on December 7, 2009


Course period: January 18th – April 9th 2010

Lectures: 42 lecture hours using webcams / headsets (see www.wimba.com) with sharing of applications – also recorded for later on-demand viewing

Online Databases & Library: full access included

Course book: online

Professional Designation: Certified International Tax Analyst™ (CITA) by the American Academy (www.aafm.us)

Contact: Assoc. Dean William Byrnes  wbyrnes@tjsl.edu  (619) 374-6955

Posted in Courses, Uncategorized | Tagged: , , , , , | 4 Comments »

Certifications starting Jan 18

Posted by William Byrnes on November 30, 2009


  1. ® CAM Chartered Asset Manager – Certification Course – ITX 604 International Financial Services with Expert Speaker – Dr. George Salis (Vertex)
  2. ® RFS Registered Financial Specialist Course – ITX 605 International Anti-Avoidance Legislation & Jurisprudence with Expert Speaker – Kithsri DeSilva (New Zealand Revenue)
  3. ® CITA Certified International Tax Analyst Course – ITX 608 European Union Taxation 3
  4. ® CWM Chartered Wealth Manager – ITX 613 Advanced Wealth Management – With Expert Speaker – George Mentz, JD, MBA, CWM (Chair, American Academy ® )
  5. ® CCA Chartered Compliance Analyst – Certification Course – ITX 616 Anti Money- Laundering and Compliance 2 – Expert Speaker – Dr. Robert J. Munro
  6. ® CAMC Certified Anti Money Laundering Consultant – Course – ITX 618 Financial Crimes & Security lead instructor Phillips Gay (CEO, National Assoc. Bank Security)
  7. ® CITA Certification International Tax – ITX 626 Advanced Income Tax (US) Expert Speaker – Robert Bloink, Esq. (prev. 7 years IRS Counsel)
  8. ® CAPA Certified Asset Protection Analyst Course – ITX 627 Civil Tax Procedure (US) Expert Speaker – Larry Fedro, Esq (prev. 37 years IRS Appeals Manager)
  9. ® CITA Certified International Tax Analyst Course – ITX 628 Corporation Tax (US) Expert Speaker – Hannah Bible J.D., LL.M.
  10. ® CTEP Chartered Trust and Estate Planner Certification – ITX 630 Estate & Gift (US) lead instructor Richard Duke, J.D., LL.M.
  11. ® CBA Chartered Bankruptcy Analyst Certification – ITX 638 Bankruptcy Procedure
  12. ® CBA Chartered Bankruptcy Analyst Certification – ITX 641 Bankruptcy Taxation, Accounting and Financial Reporting
  13. ® CIB Chartered International Banker – ITX 642 Law of Banking and Financial Institutions – Certified International Banker Programme
  14. ® CPM Chartered Portfolio Manager – ITX 643 Equity Investments and Strategies lead instructor Stephen Polak, MSA, CPA/PFS, CFE, CFF (25 years IRS LMSB)
  15. ® CLA Chartered Loan Analyst – ITX 644 Loan Workouts, Debt Collection and Foreclosure
  16. ® AAPM – CPC Certified Project Consultant – ITX PM – Contingent upon demand/enrollment – Experts C. Thong & Mentz. Contracts & Scope

Collaboration each course is 42 lecture hours  webcam-online for with showing and sharing of applications – recorded for on-demand viewingGlobal network built amongst students, faculty, and returning alumni.

Knowledge & Efficiency Stand out from peers with full access and training on the industry tax and financial services databases, Westlaw and Lexis, CCH, Checkpoint, IBFD, Tax Analysts, BNA, Westlaw Business, Westlaw China, Complinet, and Butterworths, amongst the others.

Technology Confidence with planning and compliance software such as Orbitax, CCH compliance, Compliance Resource Network, and tax risk management enterprise systems e.g. Vertex.

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