Expatriation Planning

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Call Us: (407) 255-2055

Wednesday, 28 September 2022 21:23

Gary discusses asset protection and tax avoidance strategies, including the new Act, in his seminar "Modern Protective and Tax Planning Including overview of the Inflation Reduction Act" via Live National Webinar

Modern Protective and Tax Planning Including overview of the Inflation Reduction Act

In this seminar, we present an overview of the new Act and its impact on domestic and international protective planning. Discussion includes relevant tax avoidance strategies and related asset protection structuring. The tax impact of expatriation and immigration is also discussed.

Wednesday, September 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Published in Press Releases

Friday, 01 July 2022 19:44

Expatriation from the United States: The Inheritance Tax Under I.R.C. §2801

Article Written for: Florida Bar Journal

In addition to the Exit Tax, the Heart Act added a new federal transfer tax, which imposes an “Inheritance Tax” on certain gifts or bequests (testamentary dispositions) made by a “covered expatriate” to U.S. recipients.

Published in Publications

Wednesday, 13 April 2022 15:10

Gary discusses the U.S. tax impact of expatriation for citizens, permanent residents, and assets in his seminar, "Expatriation: Should I Stay Or Should I Go?" via Live National Webinar

Expatriation: Should I Stay Or Should I Go?

In this seminar, we discuss the U.S. tax impact of expatriation. Discussion covers the expatriation of U.S. citizens, permanent residents, and U.S. assets. The deemed sale imposed on expatriating individuals is explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.

Wednesday, April 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Published in Press Releases

Friday, 17 December 2021 02:00

Expatriation from the United States, Part 2: The Inheritance Tax

Article Written for: Florida CPA Today, a publication by the Florida Institute of CPAs

In addition to the Exit Tax, the Heart Act added a new federal transfer tax, which imposes an "Inheritance" tax on certain gifts or bequests (testamentary dispositions) made by a "covered expatriate" to U.S. recipients. This is the second article in our two-part series on the expatriation tax.

Published in Publications

Friday, 17 December 2021 01:00

Expatriation from the United States, Part 1: The Exit Tax

Article Written for: Florida CPA Today, a publication by the Florida Institute of CPAs

Abandonment of United States citizenship or long-term residency (by non-citizens) may trigger the United States “expatriation tax”. The expatriation tax consists of the “Exit Tax” and the “Inheritance Tax.” In this first of our two-part series, we explain the Exit Tax.

Published in Publications

Wednesday, 01 December 2021 14:42

Modern Asset Protection – An Introduction

Article Written for: TaxStringer, the NYSSCPA's publication for tax topics

Asset protection is a body of law that has developed as an amalgamation of business structures, trusts, titling and creditor exemptions. Asset protection planning insulates assets otherwise exposed to future unknown creditors. Prudent structuring uses widely accepted legal strategies to make clients unattractive to claimants.

Published in Publications

Wednesday, 22 September 2021 00:00

Gary and Brian discuss the tax impact of expatriation on U.S. citizens, permanent residents, and U.S. assets in their latest seminar, "Tax Expatriation of People and Assets" via Live National Webinar

Tax Expatriation of People and Assets

This seminar covers the U.S. tax impact of expatriation. Discussions will cover both the expatriation of (i) U.S. citizens and permanent residents and (ii) U.S. assets. The deemed sale imposed on expatriating individuals will be explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.

Wednesday, September 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Published in Press Releases

Sunday, 01 November 2020 00:00

Expatriation from the United States: The Exit Tax

Article Written for: Florida Bar Journal

Abandonment of U.S. citizenship or long-term residency (by non-citizens) may trigger U.S. income tax. The “expatriation tax” consists of two components: the “exit tax” and the “inheritance tax.” Both may be triggered upon abandonment of citizenship or (for non-citizens) abandonment of a green card by a long-term resident. In this first of our two-part series, we explain some of the principal terms of the exit tax.

Published in Publications

Tuesday, 19 May 2020 00:00

Gary and Brian present on the U.S. tax impact of expatriation in their newest seminar "Expatriation Planning for U.S. Citizens and Residents" via Live National Webinar

Expatriation Planning for U.S. Citizens and Residents

This seminar presents an overview of the U.S. tax impact of expatriation. Discussions include the “exit tax” triggering the deemed sale of assets world-wide, as well as, the emigrant’s estate and gift tax obligations. Participants will learn how both U.S. citizens and non-citizen residents may avoid triggering the expatriation tax.

Tuesday, May 19th @ 12 Noon ET
Register for this (no cost) live seminar.

Published in Press Releases

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.

Gary discusses asset protection and tax avoidance strategies, including the new Act, in his seminar "Modern Protective and Tax Planning Including overview of the Inflation Reduction Act" via Live National Webinar

28 September 2022

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ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida 32751

Local: (407) 255-2055

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Office hours: Open weekdays
from 8:30 AM to 5:30 PM

Gary discusses asset protection and tax avoidance strategies, including the new Act, in his seminar "Modern Protective and Tax Planning Including overview of the Inflation Reduction Act" via Live National Webinar

Expatriation from the United States: The Inheritance Tax Under I.R.C. §2801

Gary discusses the U.S. tax impact of expatriation for citizens, permanent residents, and assets in his seminar, "Expatriation: Should I Stay Or Should I Go?" via Live National Webinar

Expatriation from the United States, Part 2: The Inheritance Tax

Expatriation from the United States, Part 1: The Exit Tax

Modern Asset Protection – An Introduction

Gary and Brian discuss the tax impact of expatriation on U.S. citizens, permanent residents, and U.S. assets in their latest seminar, "Tax Expatriation of People and Assets" via Live National Webinar

Expatriation from the United States: The Exit Tax

Gary and Brian present on the U.S. tax impact of expatriation in their newest seminar "Expatriation Planning for U.S. Citizens and Residents" via Live National Webinar

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