•  Info@ForsterBoughman.com
  •  Call Us: (407) 255-2055
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.
Published in Press Releases
Estate Tax Exemption Sunset: Dangers & Opportunities
In the seminar, we explore the imminent Estate Tax Exemption Sunset in 2026, assessing both the risks and strategic opportunities it presents. Covering the fundamentals of estate and gift tax, we delve into the implications of the impending exemption reduction and potential legislative changes. Attendees will gain crucial insights into advanced planning techniques, such as QPRTs, GRATs, CRTs, and IDGTs, empowering them to effectively maximize the full estate tax exclusion and adapt to the evolving landscape of estate planning. Attendees will be equipped with a concise yet comprehensive guide to sophisticated strategies, ensuring they are well-prepared to optimize their clients' estate planning efforts.

Wednesday, February 14th @ 6 PM ET
Visit the FICPA website for more information.
Published in Press Releases
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.
Published in Press Releases
Did your IRA Planning Survive the 2019 SECURE Act?
Learn about IRA distribution rule changes affecting both owners and named beneficiaries. Actionable measures for salvaging a stretch-out for beneficiaries in light of the new 10-year limit are also discussed.

Thursday, December 10th @ 8 AM ET
Visit the FICPA website for more info.
Published in Press Releases
Hottest Tools and Techniques for the Protection of Assets

Learn about the latest in domestic and foreign asset protection trusts and LLCs offered world-wide.  Attendees also learn techniques for strategic structuring by choosing the most  protective entities.  The discussion includes the  considerations for entity formation, choosing jurisdictions, choice of governing law and common misconceptions.

Friday, October 30th @ 10:45 AM ET
Visit the FICPA website for more information.
Published in Press Releases
Asset Protection Update and Domestic and Off-Shore Trusts and LLCs

Earn 2 CPE credits in Technical Business

Gary Forster is the managing partner and co-founder of ForsterBoughman.  His practice includes domestic and international corporate, asset protection, tax and estate planning law.  Gary handles a variety of corporate and personal planning matters.

Thursday, October 1st @ 4:30 PM ET
Visit the FICPA website for more information.
Published in Press Releases
U.S. Taxation of Trusts - Domestic and International
In this seminar, we explain the U.S. tax impact of creating, funding and operating both U.S. and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include the tax impact of a change in status of the grantor, trustee and beneficiaries. Planning strategies presented include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.

Tuesday, June 9th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in Press Releases
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.

Marriott Jacksonville
4670 Salisbury Rd
Jacksonville, FL 32256

For more information, please contact the FICPA Jacksonville Chapter.
Published in Press Releases
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.

Hilton University of Florida
1714 SW 34th St
Gainesville, FL  32607


For more information, please contact the FICPA.
Published in Press Releases
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.

Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL  33928


For more information, please contact the FICPA.
Published in Press Releases
Page 1 of 2
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.



 

Twitter Feed

Contact Info

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


Local:  (407) 255-2055

Toll-free:  (855) WP-GROUP

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.


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