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Federal Taxation Certificate of

Achievement Program

This program provides an overall exposure to the main and key concepts in Federal Taxation and to most frequent situations encountered by tax professionals who practice in Puerto Rico.

You may choose any of the following alternatives:
   a. Enroll in the 7 required courses (45 CPE credits) and obtain the Certificate of

 Achievement.

   b. Enroll in all 10 courses (58 CPE credits) and obtain the Certificate of

 Achievement.

   c. Select individual courses according to your needs and interest.

Estate Planning (TX-EP) (1516-247)

Fundamentals of federal estate and gift taxes.  Legal aspects and issues.  The process of developing an estate plan.

Instructional Delivery Method: Group Live

CPE Credits: 6

P.R. Field of Study: Taxes

NASBA Field of Study: Taxes

Pre-requisite: Overview of the Federal Tax System, Tax Research, Individual Federal Income Tax, Federal Tax Treatment of Investment Income, Foreign Tax Credit, Property Transactions, Workshop: Preparing the Federal Income Tax Return.

Advance Preparation: None

Level: Intermediate

Category: Elective course

Date: March 7 & 8, 2016

Registration: 2:15pm - 3:00pm                                Seminar: 3:00pm - 6:00pm

Instructors:
Yolanda Varela Ayala, CPA, Esq., PFS, CWA; Manager & Senior Wealth Advisor, Banco Popular de Puerto Rico
CPA y abogado Antonio Bauzá Santos, Miembro, Morell Bauzá Cartagena & Dapena, LLC

General Information

Place: Colegio de CPA, Capital Center Building I, PH-2, Hato Rey

 

Cost:

 

Individual Courses:    CPA & Foundation Members 
   Others  
3 credits $40 $55
4 credits $54 $70
6 credits $84 $100
8 credits $105 $125
16 credits $185 $215

 

Discounts:

 

45 CPE credits required for the Certificate of Achievement   12%
All 58 CPE credits in the Program   15%

 

*Online registrations should use the code FTCAP for discounts*

 

Additional Charges:
 

Registration and payments received three days before the day of the seminar, $8pp


Notes:

   1. Discounts apply on individual courses price. Additional charges are not subject to discounts.
   2. Full payment is required before attending the first day of the cluster.
   3. Applications received without payment will not be considered.
   4. Enrollment subject to space.



 

 

Materials: This course will be paperless and the materials will be distributed electronically. Once you enroll in the course you can access and download them through “Mi Perfil”, on the Colegio’s website, within the 12 working hours prior to the start of the course, until midnight of the course’s date. Electronic devices may be brought to the classroom to access the downloaded materials.

Electronic evaluation: Once you have registered your entry to this educational activity, you can quickly and easily access and complete the evaluation through "Mi Perfil". On our website "Home" page you will find detailed instructions for completing the form.

Notice: The Colegio de CPA reserves the right to substitute instructors and suspend a course due to insufficient enrollment or other causes beyond our control. We reserve the right to refuse admission. Space is limited. Registration is subject to the available slots. The tuition price for CPA applies to those whose membership fee is up to date at the time of registration.

 

 


For registration, click here.

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Colegio de Contadores Públicos Autorizados de Puerto Rico
Edif. Capital Center Torre Sur, 239 Ave. Arterial Hostos, Ste. 1401, San Juan PR 00918