In this seminar we cover all of the tax and non-tax issues that a U.S. business must consider before entering into a joint venture overseas, including due diligence checklist; legal structuring issues; negotiating and operating the joint venture; dealing with language and cultural barriers; and tax considerations in the U.S. and abroad.
Determine issues common to cross-border business transactions.
Identify tax planning opportunities.
Determine impact of cultural and language barriers.
Chronology of an international joint venture
Due diligence: The key to a successful deal
Crossing the cultural divide
Cross-border tax planning
Accountants, business managers and CFOs.
Advanced Prep: None
Speaker: Jacob Stein Esq., JD, LLM
Field of Study: Business Law
CPE Credit: 1 hour
Meet the Speaker:
Jacob Stein, ESQ, is a partner with the law firm Klueger and Stein, LLP, in Los Angeles. The firm's practice is limited to asset protection, domestic and international income and estate tax planning and structuring complex business transactions. Mr. Stein received his law degree from the University of Southern California, and his Master's of Law in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated (highest possible rating) by Martindale-Hubbell. Mr. Stein is an author of numerous tax and asset protection articles and technical manuals and a frequent lecturer to various attorney, CPA and other professional groups. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.