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Foreign Trust Tax Compliance and Diversification from the U.S. Dollar
This seminar provides 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). Attendees will learn about the advantages provided by a Swiss-based RIA and international diversification from the U.S. dollar. Focused investment strategies and current trends in international wealth planning are also provided.

Thursday, January 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in Press Releases
Agenda - November 12th
3 PM: Garden Tour (self-guided); Your opportunity to experience the garden at no cost.
4 PM: Seminar on The Future of Wealth Management in Switzerland.  Learn about the benefits of wealth management in Switzerland in a post-FATCA world, including advantages provided by the Swiss regulatory landscape, international diversification, and focused investment strategies.
5 PM: Happy Hour Celebration - Open Bar & Gourmet Hors d'oeuvres
Can't come to all of the day's events?  No problem. Come late and meet us just for Happy Hour.
We want to see you! Come on out and bring a friend.  See the event flyer for more info.
Harry P. Leu Gardens
1920 North Forest Ave.
Orlando, FL  32803

Register for this (no cost) event.  This is one you won't want to miss!
Published in Press Releases
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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Contact Info

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