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Monday, 09 December 2024 11:55

SCOTUS Addresses Constitutional Challenge to Mandatory Repatriation Tax

SCOTUS Addresses Constitutional Challenge to Mandatory Repatriation Tax

Article Written for:  TaxStringer, the NYSSCPA's (New York Society of Certified Public Accountants)

In Moore v. U.S. (36 F. 4th 930), the U.S. Supreme Court ruled on a constitutional challenge of IRC section 965, the mandatory repatriation tax (MRT).

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Friday, 04 October 2024 11:47

Pre-Immigration Planning and the Foreign Trust

Pre-Immigration Planning and the Foreign Trust

Article Written for:  Florida CPA Today Magazine, FICPA Florida Institute of Certified Public Accountants

For U.S. income tax purposes, foreign trusts are treated as non-resident/non-citizens (NRNC), subject to U.S. income tax only on U.S. source income.[1]

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Thursday, 11 April 2024 00:00

Thom discusses the massive reduction in the Estate Tax Exclusion, offering advanced planning techniques for maximizing benefits and adapting, in his seminar, "Estate Tax Exclusion Transition: A Strategic Approach" via Live National Webinar

Thom discusses the massive reduction in the Estate Tax Exclusion, offering advanced planning techniques for maximizing benefits and adapting, in his seminar, "Estate Tax Exclusion Transition: A Strategic Approach" via Live National Webinar
Estate Tax Exclusion Transition: A Strategic Approach
In this seminar, we explore the massive reduction in the Estate Tax Exclusion, assessing risks and opportunities. Attendees will learn advanced planning techniques like QPRTs, GRATs, CRTs, SLATs, and IDGTs to maximize the full exclusion and adapt to changing legislation. Gain crucial insights and equip yourself with a concise yet comprehensive guide to sophisticated strategies.

Thursday, April 11th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 04 March 2024 19:00

Pre-Immigration Planning with the Foreign Trust: The Intersection of Income and Estate Tax

Pre-Immigration Planning with the Foreign Trust: The Intersection of Income and Estate Tax

Article Written for:  Florida Bar Journal

A foreign trust is generally treated as a non-resident/non-citizen (NRNC) for U.S. tax purposes. Foreign trusts are therefore subject to U.S. income tax only on U.S. source income.[1]

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Wednesday, 13 January 2021 19:00

Gary and Brian discuss current estate planning opportunities due to the shift in government control and the on-going pandemic, in their seminar, "The Death Tax and Democrat Control" via Live Webinar

Gary and Brian discuss current estate planning opportunities due to the shift in government control and the on-going pandemic, in their seminar, "The Death Tax and Democrat Control" via Live Webinar
The Death Tax and Democrat Control
The shift in government control coupled with the global pandemic present estate planning opportunities, due to lower asset valuations and interest rates. Federal transfer taxes may be avoided by moving assets at a reduced gift tax. The imminent risk of increases in U.S. transfer taxes calls for urgency in such planning.

Thursday, January 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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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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