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.
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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.
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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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Wednesday, 06 March 2024 19:00
Gary presents for National Business Institute's LLC Rules Changes Guide 2024 Program. He discusses U.S. court rulings on entity and trust protections across multiple jurisdictions, in his seminar, "Asset Protection and the Latest State Case Law."
Asset Protection and the Latest State Case Law
In this seminar, we discuss how U.S. courts have ruled on entity and trust protections in the various jurisdictions. This section of the "LLC Rules Changes Guide 2024" program will equip attendees with the knowledge necessary to update appliable asset protection techniques and structures.
Wednesday, March 6th @ 2 PM ET
Visit the National Business Institute website for more information.
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Monday, 05 February 2024 19:00
Gary presents for the Single-Member LLCs: Attorneys' Guide program an overview of legal traps and hazards potentially hindering asset protection strategies, in his seminar: "Asset Protection Pitfalls" for the National Business Institute.
Asset Protection Pitfalls
In this seminar, we discuss how advisors and clients have unintentionally undermined asset protection strategies, both domestic and foreign. Attendees will learn about current cases and how to avoid weakening protective structures.
Tuesday, February 6th @ 12:45 PM ET
Visit the National Business Institute website for more information.
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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.
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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, 19 October 2023 20:00
Gary explains how to best choose and implement the use of LLCs in protective structuring in his seminar, "Structuring and Funding the LLC: Advanced Asset Protection Strategies" for the National Business Institute.
Structuring and Funding the LLC: Advanced Asset Protection Strategies
In this seminar, we explore advanced asset protection strategies, including the protective aspects of LLCs and how to best combine the LLC with domestic and offshore asset protection trusts. We cover legal cases, domestic vs. foreign options, and the keys to effectiveness. This seminar is ideal for financial and legal professionals.
Friday, October 20th @ 11 AM ET
Visit the National Business Institute website for more information.
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Sunday, 24 September 2023 20:00
Gary explores partnership tax considerations for family structures, asset protection, jurisdiction choices, and trust strategies in his seminar, "Family Limited Partnerships in Estate Planning Program" for the National Business Institute.
Family Limited Partnerships in Estate Planning Program
In this seminar, we explore a wide range of topics raised by the family investment structure. Included in the discussion will be estate and gift tax strategies, distribution and basis issues and how to best protect partnership assets for generations. Attendees will gain insight into selecting the right jurisdiction and how to blend partnership and trust strategies (foreign and domestic). Discussion includes nuances like partnership tax classification and "S" status for family businesses.
Monday, September 25th @ 2 PM ET
Visit the National Business Institute 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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