Friday, 09 May 2025 00:00
Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles"
National Business Institute (NBI)
Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles." In this seminar, we explore essential trust terminology, taxation, the responsibilities of grantors, trustees, and beneficiaries, as well as the legal framework of trust creation. The program will also address revocable vs. irrevocable trusts, funding techniques, asset protection, and client suitability.
Friday, May 9th @ 8:30 AM ET
Visit the NBI website for more information.
Friday, May 9th @ 8:30 AM ET
Visit the NBI website for more information.
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Tuesday, 12 November 2024 00:00
Gary heads into the recording studio with the FICPA to present his seminar: "Asset Protection Trusts: Domestic and International"
Florida Institute of Certified Public Accountants (FICPA)
Gary heads into the recording studio with the FICPA to present his seminar: "Asset Protection Trusts: Domestic and International." In this seminar, we explain the evolution of the trust and how to best implement modern asset protection trusts. Attendees will learn both the protective characteristics of trusts and taxation under U.S. law. Discussion will include the differences between domestic and offshore protections and tax planning strategies.
This seminar will be released on November 19, 2024.
Tuesday, November 12th @ 8 AM ET
Visit the FICPA website for more information.
This seminar will be released on November 19, 2024.
Tuesday, November 12th @ 8 AM ET
Visit the FICPA website for more information.
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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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Friday, 26 July 2024 00:00
Gary and Brian head into the recording studio for the FICPA. They will present their seminar: "Understanding Expatriation and Exit Tax"
Florida Institute of Certified Public Accountants (FICPA)
Gary and Brian head into the recording studio with the FICPA to present their seminar: "Understanding Expatriation and Exit Tax." In this seminar, we explore the income tax consequences of expatriation for U.S. citizens, permanent residents, and their assets. We discuss the development and unravel the intricacies of the deemed sale rules. Attendees will learn effective strategies for minimizing tax and ensuring tax compliance.
This seminar will be released on July 26, 2024.
Wednesday, July 10th @ 10 AM ET
Visit the FICPA website for more information.
This seminar will be released on July 26, 2024.
Wednesday, July 10th @ 10 AM ET
Visit the FICPA website for more information.
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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.
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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.
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