Thursday, 14 July 2022 00:00
Gary and Brian discuss the advantages of foreign and domestic trusts, in their seminar "Foreign or Domestic: Which Asset Protection Trust Is Right For You?" via Live National Webinar
Foreign or Domestic: Which Asset Protection Trust Is Right For You?
In this seminar, we present an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law. Attendees will learn the pros and cons of domestic vs. offshore trust planning. The discussion will include how to best implement the unique advantages of both foreign and domestic law.
Thursday, July 14th @ 12 Noon ET
Register for this (no cost) live seminar.
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Wednesday, 09 February 2022 00:00
Thom presents on "The Ever-Changing Estate and Gift Tax: What CPAs Need to Know" for the FICPA's Volusia Chapter
The Ever-Changing Estate and Gift Tax: What CPAs Need to Know
If the Build Back Better reconciliation act is passed in pieces, the estate and gift tax changes could be dramatic. Now is the time to act. Clients need to take steps to reduce their exposure to estate taxes. In this seminar, we discuss the proposed changes to estate and gift tax laws and ways to plan no matter what happens.
Wednesday, February 9th @ 5 PM ET
Visit the FICPA website for more information.
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Tuesday, 04 May 2021 00:00
Eric discusses "The Importance of Timing with Asset Protection" with financial advisor Michael Clark from Raymond James Financial via Live National Webinar
The Importance of Timing with Asset Protection
Thursday, May 4th @ 5 PM ET
No registration necessary for this (no cost) event. Simply enter the Zoom Meeting slightly before the start time.
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Thursday, 17 December 2020 00:00
Eric discusses "5 Things New Physicians Need to Understand about Law and Finance" with financial advisor Michael Clark from Raymond James Financial via Live National Webinar
5 Things New Physicians Need to Understand about Law and Finance
Thursday, December 17th @ 12 Noon ET
No registration necessary for this (no cost) event. Simply enter the Zoom Meeting slightly before the start time.
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Tuesday, 08 September 2020 00:00
Gary and Brian present an overview of compliance rules regarding the administration of foreign trusts and foreign accounts, in their seminar, "Foreign Trust Tax Compliance" via Live National Webinar
Foreign Trust Tax Compliance
In this seminar, we present an overview of federal compliance rules regarding the administration of foreign trusts, foreign accounts owned by both domestic and foreign trusts, and required filings under the Internal Revenue Code, Financial Crimes Enforcement Network (FinCEN), and Foreign Account Tax Compliance Act (FATCA). This seminar also provides an overview of the applicable forms required to remain compliant under federal law.
Tuesday, September 8th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 27 August 2020 00:00
Eric discusses "The Election, Your Money, and How to Protect Your Assets" with financial advisor Michael Clark from Raymond James Financial via Live National Webinar
The Election, Your Money, and How to Protect Your Assets
Thursday, August 27th @ 12 Noon ET
No registration necessary for this (no cost) event. Simply enter the Zoom Meeting slightly before the start time.
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Wednesday, 19 August 2020 00:00
Gary kicks-off his Virtual Book Tour with this first seminar in his book tour series "An Overview / Intro to: The U.S. Estate and Gift Tax and the Non-Citizen" via Live Webinar
Virtual Book Tour Kick-Off
This latest book publication from author and attorney Gary A. Forster explains how both resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. Foreign professionals, investors and entrepreneurs (and their financial and legal advisors) will gain insight into such topics as the implications of foreign investment and immigration to the U.S.
Wednesday, August 19th @ 12 Noon ET
Register for this (no cost) live seminar.
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Thursday, 16 July 2020 00:00
Gary and Brian present an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law, in their seminar "Foreign vs. Domestic Asset Protection Trusts: Protection and Taxation" via Live National Webinar
Foreign vs. Domestic Asset Protection Trusts
This seminar presents an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law. Attendees will learn the pros and cons of domestic vs. offshore trust planning, the original form of asset protection. Discussions include how to effectively plan using both foreign and domestic trusts for different protective and tax strategies.
Thursday, July 16th @ 12 Noon ET
Register for this (no cost) live seminar.
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Wednesday, 01 July 2020 00:00
Gary releases the second edition of his book, "The U.S. Estate and Gift Tax and the Non-Citizen." Gary welcomes the opportunity to visit your office to share the highlights of this informative book, if interested, just send us an email
The U.S. Estate and Gift Tax and the Non-Citizen
Gary explains how both resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. The book expands on the tax traps and complexities exposing non-citizens and highlights a myriad of tax saving strategies. Foreign professionals, investors and entrepreneurs (and their financial and legal advisors) will gain insight into such topics as the implications of foreign investment and immigration to the U.S.
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Thursday, 25 June 2020 00:00
Gary and Brian examine expatriation by U.S. citizens and U.S. residents and analyze the estate and gift tax taint of expatriation in their seminar "Expatriation and the Permanent Estate Tax Taint of Section 2801" via Live National Webinar
Expatriation and the Permanent Estate Tax Taint of Section 2801
In this seminar, we present an overview of expatriation by U.S. citizens and U.S. residents under section 877A of the Internal Revenue Code. We also examine the potentially permanent estate and gift tax taint of expatriation under section 2801.
Thursday, June 25th @ 12 Noon ET
Register for this (no cost) live seminar.
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