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Attorneys


Education

LL.M., Taxation, University of Florida College of Law (Graduate Fellow), 2008
J.D., University of Florida College of Law (Honors), 2007
B.A., University of Florida (Honors), 2001


Contact

Office:  (407) 255-2055, ext. 105
Toll-free:  (855) WP-GROUP
Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.

J. Brian Page

Estate Planning, Taxation, Corporate Business Law, Probate and Trusts

Brian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.

Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families.  These plans are designed to reduce potential tax burdens within the context of each client’s overall estate-planning objectives.  To accomplish this task, Brian uses sophisticated planning vehicles — including specialized tax planning trusts, family-limited partnerships, limited liability companies, and private foundations — and tailors them to meet his clients' specific needs.  Brian also works with clients to create and implement effective estate plans that take advantage of the laws of foreign jurisdictions.  By utilizing this knowledge, clients may limit exposure to potential U.S. creditors, and when applicable, maximize or minimize, as the case may be, the effects of U.S. tax laws that are imposed upon U.S. residents, non-resident aliens, and non-resident family members that own U.S. assets.

Brian also advises clients on both domestic and international tax issues.  This includes planning for all federal tax issues that might arise for U.S. residents, non-resident aliens, green card holders, and their ownership interests in foreign trusts, corporations, or other entities.  It also encompasses the taxation of foreign trusts, pre-immigration tax planning for non-resident aliens, expatriation tax planning for US residents, the taxation of crypto-currency, and the analysis of federal income and transfer taxes on non-resident aliens, green card holders, and their families.

In his fiduciary administration practice, Brian works with clients regarding the administration and management of estates and trusts, and he counsels fiduciaries and beneficiaries regarding a wide range of administration and federal tax matters.  This includes preparing estate and fiduciary income tax returns and representing fiduciaries before the Internal Revenue Service.

In his tax controversy practice, Brian represents clients in all stages of tax controversy before the Internal Revenue Service and the Florida Department of Revenue.  From state sales tax audits to federal backup withholding issues, Brian has extensive experience resolving tax disputes for his clients.  This success includes successfully negotiating installment agreements with both federal and state authorities, enabling businesses to continue operation while satisfying tax obligations, and providing collection relief to individual taxpayers.

Brian writes and lectures frequently on the topics of estate planning, federal taxation, international taxation, foreign trusts, and pre-immigration planning.  He also produces a tax law blog.  For a listing of Brian’s recent speaking engagements, see below.

A native of Northeast Florida, Brian graduated with honors from the University of Florida in 2001 with a Bachelor of Arts degree in Classics (with an emphasis in Ancient Languages and Classical History).  Upon graduation, Brian returned to his hometown, Keystone Heights, Florida to teach and coach high school football.  After three years of teaching, Brian returned to the University of Florida to earn his law degree.  Brian graduated with honors from the University of Florida Levin College of Law in 2007.  He then proceeded to earn his Master of Laws (LL.M.) in Taxation from the Florida Graduate Tax Program in 2008.  While attending the Graduate Tax Program, Brian served as a Research Assistant to Professor Steven J. Willis.

Brian is admitted to practice in the State of Florida, the Middle District of Florida, Northern District of Florida, and the U.S. Tax Court.  He is a member of the Tax Section and the Real Property, Probate and Trust Law Section of the Florida Bar.
•  Member - Board of Trustees - Sweetwater Episcopal Academy (term 2019-2020)
•  Member - Finance Committee – Sweetwater Episcopal Academy (term 2019-2020)
•  Member - Alumni Advisory Board - Epsilon Zeta Chapter of Sigma Nu Fraternity at the University of Florida (2010-2018)

Brian grew up in Keystone Heights, Florida, and he currently resides in Longwood with his wife, Kristin and his sons, Patrick and Connor.  In his spare time, Brian enjoys reading Southern literature, traveling, attending Florida Gator football games, and spending time with family and friends.

Conference Name   Title   Date
ForsterBoughman National Webinar   2024 Asset Protection Update   Jan. 25, 2024
Global Tax Focus Podcast (Atlanta)   Foreign Tax Matters   Dec. 19, 2023
Estate Planning Council of Naples / Imperial Golf Club   Foreign Asset Protection and Tax Planning   Nov. 29, 2023
FICPA Summer Vacation Cluster Conference   2023 Domestic and International Asset Protection Update   Aug. 4, 2023
FICPA Federal Tax Conference   Crypto 101 for CPAs:  Taxation of Bitcoin and other Cryptocurrencies   Dec. 8, 2022
FICPA Fall Universities Accounting Conference   Foreign and Domestic Trusts and LLCs: Structuring and Tax Avoidance Strategies   Oct. 21, 2022
FICPA Summer Vacation Cluster Conference   2022 Asset Protection Update    Aug. 4, 2022
ForsterBoughman National Webinar   Foreign or Domestic:  Which Asset Protection Trust Is Right For You?   July 14, 2022
ForsterBoughman National Webinar   Restructuring Real Estate Investment for the NRNC   May 25, 2022
FICPA CFO and Controller Conference   Cryptocurrencies:  How they work, are taxed, and used in industry   Mar. 25, 2022
Central Florida Estate Planning Council   Foreign Asset Protection Trusts   Feb. 8, 2022
FICPA Federal Tax Conference   Taxation on the Purchase and Sale of Crypto-Currencies   Dec. 9, 2021
Probate and Pumpernickel / BNY Mellon Wealth Management   Corporate and Individual Structuring with LLCs and Trusts   Nov. 9, 2021
ForsterBoughman National Webinar   Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling   Oct. 14, 2021
ForsterBoughman National Webinar   Tax Expatriation of People and Assets   Sept. 22, 2021
New York State Society of Certified Public Accountants - Queens / Brooklyn   Domestic and International Asset Protection for the CPA   Aug. 30, 2021
FICPA Summer Vacation Cluster Conference   1)  Foreign v. Domestic Asset Protection Trusts – Protection and Taxation
2)  U.S. Taxation of Trusts - Domestic and International
3)  The Death Tax and Democrat Control
  Aug. 5, 2021
ForsterBoughman National Webinar   Tax Issues Raised by the Onset of U.S. Business Operations   May 26, 2021
ForsterBoughman National Webinar   Pre-Immigration Planning   Apr. 22, 2021
UBP Investment Advisors   Foreign Trust Tax Compliance and Diversification from the U.S. Dollar   Jan. 28, 2021
New York State Society of Certified Public Accountants - Queens / Brooklyn   1)  How Asset Protection Plans Fail
2)  You May Transfer Assets Freely (But Not Really)
  Jan. 19, 2021
ForsterBoughman National Webinar   The Death Tax and Democrat Control   Jan. 14, 2021
National Business Institute   Bitcoin and Cryptocurrency Taxation 101   Dec. 7, 2020
ForsterBoughman National Webinar   Foreign Asset Protection Trusts   Nov. 10, 2020
Orange Co. Bar Assn. / Bench Bar Conference   Foreign Taxation with Associated Asset Protection and the Impact of Cryptocurrencies   Oct. 2, 2020
BNY Mellon Wealth Management / Global Webcast   Market Outlook & Estate Tax Planning in an Election Year:  Estate Tax Planning for a Biden Administration   Sept. 10, 2020
ForsterBoughman National Webinar   Foreign Trust Tax Compliance   Sept. 8, 2020
ForsterBoughman National Webinar   Foreign vs. Domestic Asset Protection Trusts: Protection and Taxation   July 16, 2020
ForsterBoughman National Webinar   Expatriation and the Permanent Estate Tax Taint of Section 2801   June 25, 2020
ForsterBoughman National Webinar   U.S. Taxation of Trusts - Domestic and International   June 9, 2020
ForsterBoughman National Webinar   Expatriation Planning for U.S. Citizens and Residents   May 19, 2020
2020 Infusion - Florida Institute of Certified Public Accountants / Jacksonville Chapter   U.S. Taxation of Trusts - Domestic and International   Jan. 17, 2020
LawPracticeCLE   Tax Reduction with Trusts 
(Recorded session for national distribution)
  Jan. 10, 2020
LawPracticeCLE   The Taxation of Bitcoin and other Cryptocurrencies
(Recorded session for national distribution)
  Jan. 9, 2020
New York State Society of Certified Public Accountants - Westchester / Rockland   The Taxation of Bitcoin and other Cryptocurrencies   Dec. 2, 2019
University of Florida Accounting & Tax Conference   U.S. Taxation of Trusts - Domestic and International   Nov. 7, 2019
Florida Gulf Coast University Accounting & Tax Conference   U.S. Taxation of Trusts - Domestic and International   Oct. 24, 2019
University of Florida / Levin College of Law   Foreign and Domestic Asset Protection Trusts and Associated Taxation   Oct. 22, 2019
ForsterBoughman National Webinar   The Taxation of Foreign Trusts and the Foreign Grantor - U.S. Estate and Gift Tax Avoidance   Oct. 10, 2019
Florida Institute of Certified Public Accountants - Gulf Coast Chapter / Sarasota   U.S. Taxation of Trusts - Domestic and International   Oct. 1, 2019
ForsterBoughman National Webinar   The Taxation of Foreign Trusts and the American Grantor - Lifetime Transfers and Deemed Sales   Sept. 19, 2019
National Business Institute   1)  Initial Coin Offerings / Token Generation Events
2)  Tax Considerations, Preparation and Current Issues
  Aug. 29, 2019
New York State Society of Certified Public Accountants - Queens / Brooklyn   Foreign Taxation with Associated Asset Protection and the Impact of Cryptocurrencies   Aug. 27, 2019
Fast Forward Academy   Business Entity Selection:  Pros, Cons, and Considerations (Orlando / recorded event for national distribution)    July 22, 2019
National Business Institute   Cryptocurrency, Bitcoin, Blockchain and More:  A Legal Guide (Wisconsin / recorded event for national distribution)    July 15, 2019
Florida Institute of Certified Public Accountants - Mid-Florida   1)  2019 Asset Protection Update and the LLC
2)  Cryptocurrency Law:  Bitcoin and More 
  June 26, 2019
Florida Institute of Certified Public Accountants - Volusia   1)  2019 Asset Protection Update
2)  The Taxation of Foreign Trusts
  Apr. 17, 2019
ForsterBoughman National Webinar   The Taxation of Foreign Trusts and Related Issues   Feb. 21, 2019
Florida Institute of Certified Public Accountants - Sandspur Chapter   Foreign and Domestic Asset Protection Trusts and Associated Taxation   Dec. 17, 2018
Florida Institute of Certified Public Accountants - Mid-Florida Chapter   Foreign and Domestic Asset Protection Trusts and Associated Taxation   Dec. 13, 2018
Fast Forward Academy   Taxation of Bitcoin ​and other Cryptocurrencies   Oct. 25, 2018
LawPracticeCLE   Digital Compliance:  Cryptocurrency Law (Bitcoin and More)   Oct. 19, 2018
National Business Institute   Tax Reduction with Trusts (Jacksonville, FL)   Sept. 20, 2018
Florida Institute of Certified Public Accountants - Central Florida   International Tax Compliance / Taxation of Foreign Trusts   Aug. 21, 2018
National Business Institute   Cryptocurrency Law:  Bitcoin and More (Live Teleconference)   June 20, 2018
National Business Institute   Handling Creditor Claims and Debt (Jacksonville, FL)   May 8, 2018
National Business Institute   Tax Reporting and Post-Mortem Tax Measures (Gainesville, FL)   Mar. 19, 2018
Volusia County Medical Society and Volusia-Flagler Dental Society Workshop / Halifax Hospital   Tax Reform - Retirement/Pension Funding Impact   Mar. 16, 2018
National Business Institute   Tax Reduction with Trusts (Daytona Beach, FL)   Nov. 14, 2017
CrossLife Church / Senior Luncheon   Are You a Good Steward?  Preserving a Legacy, Understanding Probate, and Using Estate Planning Strategies to Maximize Wealth (Oviedo, FL)   Sept. 7, 2017
National Business Institute   Tax Reduction with Trusts (Orlando, FL)   Aug. 15, 2017
National Business Institute   Basic Tax Planning   Dec. 13, 2016
National Business Institute   Planning for Unmarried and Remarried Couples   Dec. 13, 2016

Brian's Published Articles

Forster Boughman & Lefkowitz

Our mission is to serve as a resource for complex domestic and international business transactions, tax, health law, asset protection, and related litigation.

Our firm is an approachable and economic alternative to large national and international law firms.  Se habla español.



 

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Contact Info

ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida  32751


Local:  (407) 255-2055

Toll-free:  (855) WP-GROUP

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.


Office hours:  Open weekdays
from 8:30 AM to 5:30 PM