Wednesday, 09 October 2019 20:00
Gary and Brian present their seminar "The Taxation of Foreign Trusts and the Foreign Grantor - U.S. Estate and Gift Tax Avoidance" via Live National Webinar
October 10th @ 12 Noon ET
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
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Monday, 30 September 2019 20:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" to the FICPA Gulf Coast Chapter at the Sarasota Yacht Club
Learn about the tax impact of creating, funding and operating both national and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
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Monday, 23 September 2019 20:00
Eric and Gary present 2 seminars from their popular Eleven Commandments of Asset Protection series, "Commandment #3: Avoid 'Late Stage' and "Commandment #8: Planning Need Not Be Complicated" for AdventHealth Orlando
September 24th @ 9:30 AM
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
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Wednesday, 18 September 2019 20:00
Gary and Brian present their seminar "The Taxation of Foreign Trusts and the American Grantor - Lifetime Transfers and Deemed Sales" via Live National Webinar
September 19th @ 12 Noon ET
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
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Monday, 26 August 2019 20:00
Gary and Brian present their seminar "Foreign Taxation with Associated Asset Protection and the Impact of Cryptocurrencies" from the St. John's University campus in New York City
St. John's University Campus
Tobin School of Business
Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
Please contact the NYSSCPA Queens / Brooklyn Chapter for more info.
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Tuesday, 25 June 2019 20:00
Gary and Brian present their seminar "2019 Asset Protection Update and the LLC" to the FICPA Mid-Florida Chapter at the Ocala CEP Building in Ocala
FICPA Mid-Florida Chapter
Ocala CEP Building
310 SE 3rd Street
Ocala, Florida 34471
For more information, please contact the FICPA Mid-Florida Chapter
Ocala CEP Building
310 SE 3rd Street
Ocala, Florida 34471
For more information, please contact the FICPA Mid-Florida Chapter
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Click here to register.
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Tuesday, 16 April 2019 20:00
Gary and Brian present 2 of their newest seminars "2019 Asset Protection Update" and "The Taxation of Foreign Trusts" to the FICPA Volusia Chapter at the LPGA International in Daytona
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Monday, 18 February 2019 19:00
Gary and Brian present their seminar on "The Taxation of Foreign Trusts and Related Issues" via Live National Webinar
Click here to register.
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