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