Tuesday, 21 April 2020 20:00
Thom deciphers recent rule updates for IRA distributions in his seminar "Is Your IRA Ready for This Brave New World?" via Live National Webinar
Is Your IRA Ready for This Brave New World?
The 2020 CARES Act and the 2019 SECURE Act have changed the rules for IRA distributions - both for you as owner and for your named beneficiaries. Join us as attorney Thom Shaw discusses the new coronavirus rules for distributions and how to salvage a stretch-out for your beneficiaries in light of the new 10-year limit.
Register for this (no cost) live seminar.
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Wednesday, 15 April 2020 20:00
Gary shifts Asset Protection gears and takes you to the limits in his seminar "The Limits of Asset Protection" via Live National Webinar
The Limits of Asset Protection
In this seminar, we explain how and when the courts uphold or reject comprehensive planning. The effectiveness of protective structures usually hinges on such factors are the timing of transfers, existing claims, the intentions of the client and applicable law. Attendees will learn how best to implement planning under the circumstances presented.
Register for this (no cost) live seminar.
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Thursday, 16 January 2020 19:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" at the 2020 Infusion Conference in cooperation with the FICPA Jacksonville Chapter
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.
For more information, please contact the FICPA Jacksonville Chapter.
Marriott Jacksonville
4670 Salisbury Rd
Jacksonville, FL 32256
For more information, please contact the FICPA Jacksonville Chapter.
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Sunday, 01 December 2019 19:00
Gary and Brian head to the New York State Society of CPAs Westchester & Rockland Chapters Tax Conference to present their seminar "The Taxation of Bitcoin and other Cryptocurrencies" at the Doral Arrowwood Resort in Westchester County, NY
Learn about foreign taxation and associated asset protection and the impact of cryptocurrencies.
Doral Arrowwood Resort
975 Anderson Hill Road
Rye Brook, NY 10573
For more information, please contact the NYSSCPA.
Doral Arrowwood Resort
975 Anderson Hill Road
Rye Brook, NY 10573
For more information, please contact the NYSSCPA.
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Monday, 18 November 2019 19:00
Gary and Kathryn are back by popular demand to present their latest seminar "Incentivizing Key Employees: Alternatives to Equity Participation" via Live National Webinar
Incentivizing Key Employees: Alternatives to Equity Participation
Owners of small growing businesses face an inherent tension between the need to incentivize key employees to further growth and the desire to preserve autonomy over their business. In this seminar, we explore phantom equity and equity appreciation rights as alternatives.
Register for this (no cost) event!
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Wednesday, 06 November 2019 19:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" at the University of Florida Accounting & Tax Conference in cooperation with the FICPA
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.
Hilton University of Florida
1714 SW 34th St
Gainesville, FL 32607
For more information, please contact the FICPA.
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Wednesday, 23 October 2019 20:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" at the Florida Gulf Coast University Accounting & Tax Conference in cooperation with the FICPA
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.
Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL 33928
For more information, please contact the FICPA.
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Monday, 21 October 2019 20:00
Gary and Brian go Live on campus and present their seminar "Foreign and Domestic Asset Protection Trusts and Associated Taxation" to faculty and students at the University of Florida Levin College of Law in Gainesville
Attending faculty and students will learn about cutting-edge legal issues on domestic asset protection trusts and foreign trust structures (and associated taxation). Pros and cons of each option are compared and contrasted from both a protective and tax perspective.
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
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Wednesday, 09 October 2019 20:00
Gary and Brian present their seminar "The Taxation of Foreign Trusts and the Foreign Grantor - U.S. Estate and Gift Tax Avoidance" via Live National Webinar
October 10th @ 12 Noon ET
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
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Monday, 30 September 2019 20:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" to the FICPA Gulf Coast Chapter at the Sarasota Yacht Club
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.
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
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