Friday, 02 August 2024 00:00
Gary presents his 2024 asset protection update at the FICPA's Summer Vacation Conference at Disney's Yacht & Beach Club
2024 Asset Protection Update
In this seminar, we provide an asset protection update for 2024. We discuss considerations for entity and trust formation, choosing jurisdictions, choice of governing law and international expatriation and pre-immigration planning. Attendees will learn techniques for effectively structuring assets through LLCs, trusts, titling, and applicable exemptions, along with a practical discussion on new cases and prudent asset protection practices and misconceptions. The discussion also includes a comprehensive tax overview of the practice.
Friday, August 2nd @ 1:30 PM ET
Visit the FICPA website for more information.
Friday, August 2nd @ 1:30 PM ET
Visit the FICPA website for more information.
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Wednesday, 12 June 2024 00:00
Gary heads to Las Vegas to discuss the Corporate Transparency Act (CTA) and Beneficial Ownership Information Reporting (BOIR) for "Tax & Tonic: Practical advice for sophisticated CPAs" at The Tipsy Robot Bar at The Venetian Las Vegas
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.
Wednesday, June 12th @ 5 PM PT
The Venetian Las Vegas
3377 Las Vegas Blvd S
Las Vegas, NV 89109
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Monday, 10 June 2024 00:00
Gary heads to San Francisco to discuss recent trends in International Taxation for "Tax & Tonic: Practical advice for sophisticated CPAs" at the Laurel Court Restaurant & Bar at the Fairmont San Francisco in Nob Hill
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.
Monday, June 10th @ 1 PM PT
Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108
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Thursday, 02 May 2024 00:00
Gary and Thom speak at the Monthly Orlando Tax & Estate Planning Breakfast, where they will discuss: The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Monthly Orlando Tax & Estate Planning Breakfast is an opportunity for CPAs, Tax Lawyers, and Trust Officers to stay informed about important legal matters. These events are invaluable for keeping up with changes in tax laws, learning about estate planning strategies, and networking with professionals in the field.
Thursday, May 2nd @ 7:30 AM ET
Thursday, May 2nd @ 7:30 AM ET
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Wednesday, 17 January 2024 19:00
Gary heads to Downtown Miami to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at La Terraza Cafe and Bar (first floor of the JW Marriott Miami.)
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.
Thursday, January 18th @ 5 PM ET
La Terraza Cafe and Bar
1109 Brickell Avenue
Miami, FL 33131
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Tuesday, 28 November 2023 19:00
Gary and Brian present for the Estate Planning Council of Naples, discussing offshore structures, tax strategies, and best practices in asset protection, in their seminar: "Foreign Asset Protection and Tax Planning."
Foreign Asset Protection and Tax Planning
In this seminar, we discuss protective offshore structures and related tax strategies. Attendees will learn how best to establish and fund foreign trusts and business entities while maintaining U.S. tax efficiency. The advantages of offshore vs. domestic trust planning will also be discussed. Topics will include choosing jurisdictions, choice of governing law, expatriation, and pre-immigration planning.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
Published in
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Sunday, 27 August 2023 20:00
Gary meets with New York City CPAs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The New Yorker Hotel in Midtown Manhattan.
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.
Monday, August 28th @ 5 PM ET
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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Thursday, 03 August 2023 20:00
Gary and Brian present their 2023 asset protection update at the FICPA's Summer Vacation Conference at Disney's Grand Floridian Resort.
2023 Domestic and International Asset Protection Update
In this seminar, we present our 2023 overview of the foundational issues and recent changes to the statutes and cases forming domestic and international asset protection planning. Discussion includes relevant structuring and tax avoidance strategies. The tax impact of expatriation and immigration is also discussed.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
Published in
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Tuesday, 23 May 2023 20:00
Gary meets with Atlanta area CPAs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Café Intermezzo in Midtown Atlanta.
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international corporate and estate tax matters.
Wednesday, May 24th @ 5 PM ET
Café Intermezzo
1065 Peachtree St NE
Atlanta, GA 30309
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Monday, 29 August 2022 13:26
Gary meets with New York City CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The New Yorker Hotel in Manhattan/NYC
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on corporate, international, and asset protection tax matters.
Monday, August 29th @ 5 PM ET
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
Published in
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