Boris Rosen, CPA, is a principal in the Tax and Accounting Department at MBAF. Boris has been in the public accounting profession since 1972.
Boris has experience working in public accounting as well as coordinating the planning and execution of various continuing client engagements for high net worth individuals and closely held companies. His areas of expertise include individual tax planning and domestic and offshore voluntary compliance programs, international tax consulting, U.S. taxation of international transactions, taxation of mergers, acquisitions, and reorganizations, cross border business operations and multi-state income tax planning and compliance as well as pre-immigration tax planning, transfer price studies and accounting, tax compliance and business advisory services for international firms and individuals wishing to do business in the US.
Boris has extensive experience in working with clients and their attorneys on participation in the Federal OVDI, offshore voluntary disclosure initiative programs. He provides assistance to foreign sellers of US real property interests in obtaining elimination or reduction of FIRPTA (Foreign Investment in Real Property Tax Act) withholding prior to closings. Boris advises foreigners in the acquisition of US real estate holdings. He also assists foreigners in restructuring their real estate acquisitions to protect them from exposure to potential estate taxes. Boris works with foreigners to bring them into compliance with US tax obligations on real estate investment.
Before joining MBAF, Boris practiced as Boris Rosen, CPA and with Rosen Filloy and Company, PA from 1974 to 1993. In 1993, he started his own company, Rosen and Company, PA, which he managed until his merger with another local firm.
- American Institute of Certified Public Accountants
- Cuban American CPAs Association
- Florida Institute of Certified Public Accountants
- Jewish Museum of South Florida – Board Member
- University of Miami – Bachelor of Business Administration
Certain taxpayers need to acquire an Individual Taxpayer Identification Number (ITIN), for filing their income taxes. Generally speaking, ITINs are obtained and used in circumstances where a person who is filing income taxes, or is included on a tax ...Explore
On June 7, 2017, Canadian officials announced that they had entered into a new “competent authority agreement” (CAA) with the US to exchange country-by-country (CbC) reports. CbC reports are designed to help both the IRS and its Canadian ...Explore
While everyone is waiting to see what the results of President Trump’s tax reform plan will bring, we would like to remind taxpayers, particularly high net worth taxpayers, that a significant “Tax Cut” was implemented last year that ...Explore
The IRS has warned employers and employees who participate in “self-funded” health plans, that some of the benefits of certain plans are being misrepresented as “tax-free.” The type of plans in question, which are usually self ...Explore