Wednesday, 16 October 2024 00:00
Gary covers LLCs, trust cases, SCOTUS tax rulings, exposures, and strategies to limit IRS power, in his seminar: "Tax Planning and Asset Protection Update (including 2024 U.S. Supreme Court Decisions)" via Live National Webinar
Tax Planning and Asset Protection Update (including 2024 U.S. Supreme Court Decisions)
In this seminar, we discuss both (i) the LLC and trust cases that govern protective structuring and (ii) the three 2024 SCOTUS cases that shape tax policy in the U.S. Attendees will learn about new exposures and insulating strategies (both domestic and international) as well as the limits on IRS power.
Wednesday, October 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, October 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 12 September 2024 00:00
Gary explores asset protection trusts, their tax implications, and how to implement effective strategies, in his seminar: "Foreign and Domestic Asset Protection Trusts" via Live National Webinar
Foreign and Domestic Asset Protection Trusts
In this seminar, we explain the historical path, from ancient trusts to modern asset protection trusts, including their protective characteristics and taxation under U.S. law. Attendees will learn the critical differences between domestic and offshore asset protection trusts and how and when to implement effective on-shore and off-shore strategies.
Thursday, September 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, September 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
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.
Published in
Press Releases
Wednesday, 20 December 2023 19:00
Gary covers foreign trust benefits, tax strategies, and practical considerations, in his seminar: "Welcome to America: Immigration Tax Planning for the Wealthy using Foreign Trusts" via Live National Webinar.
Welcome to America: Immigration Tax Planning for the Wealthy using Foreign Trusts
In this seminar, we provide an overview of how the foreign trust may be used to shelter foreign income and assets from US estate and gift tax. Attendees will learn about the timing of funding a foreign structure, when to establish US residency, business entities, and how to abandon a plan without tax implications. We will also explore key topics such as jurisdiction selection and how best to handle foreign and US trust beneficiaries.
Thursday, December 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, December 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
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.
Published in
Press Releases
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.
Published in
Press Releases
