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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 as well as special discount.
   c. Select individual courses according to your needs and interest.

1040 PR
(TX-1040PR) (1617-287)

Self-employment tax: filing requirements for residents of Puerto Rico; the “Additional Medicare Tax” and Form 8959; allowable income, expenses and deductions; expenses related to offices located “at home”. Additional Child Tax Credit for residents of Puerto Rico. How to claim Social Security paid in excess.


Instructional Delivery Method: Group Live

CPE Credits: 4

P. R. Field of Study: Tax

NASBA Field of Study: Tax

Category: Required Course

Pre-requisite: Basic knowledge on Puerto Rico income tax applicable to self-employed individuals.

Advance Preparation: None

Level: Basic

Date: March 2, 2017

Registration: 12:45pm – 1:30pm                Seminar: 1:30pm – 5:30pm

Instructor: Margaret Valentín Montalvo, CPA, Senior Tax Manager, PSV & Co, PSC

Federal Income Tax Planning
(TX-FITP) (1617-288)

Review of wealth management best practices. Alternatives for minimizing and/or deferring taxation. Investments and their tax impact. Retirement tax planning. Fundamentals of estate and gift taxes. Ways to reduce the gross estate. Legal aspects. The process of developing an estate plan.


Instructional Delivery Method: Group Live

CPE Credits: 3

P. R. Field of Study: Tax

NASBA Field of Study: Tax

Category: Elective Course

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.

Advance Preparation: None

Level: Advanced

Date: March 13, 2017

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

Instructors:
   Yolanda Rosich Clemente, CPA, PFS, CFP; Vicepresident Senior and Investment Consultant, Popular

       Securities
   Zaida Montalvo Díaz, CPA, CPWA; Vicepresident, Senior Wealth Management Advisor, Popular One /        Wealth Management Division / Banco Popular de PR

Estate Planning
(TX-EP) (1617-289)

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: Tax

NASBA Field of Study: Tax

Category: Required / Elective Course

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

Advance Preparation: None

Level: Intermediate

Date: March 20 & 21, 2017

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

Instructors:
   Zaida Montalvo Díaz, CPA, CPWA; Vicepresident, Senior Wealth Management Advisor, Popular One /

      Wealth Management Division / Banco Popular de PR
   Antonio Bauzá Santos CPA, Esq.; Member, Morell Bauzá Dapena & Cartagena, LLC

General Information

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

 

Costs:

 Individual Courses  CPA & Foundation Members
 Others
3 credits $40 $46
4 credits $52 $60
6 credits $84 $97
8 credits $106 $122
16 credits $185 $213

 

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.

To register:
   • Click on the tittle of the event; or
   • Through “Calendario” at the CCPA-go mobile app.

Este correo fue enviado a ggonzalez@colegiocpa.com
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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