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Gary & Brian

Gary & Brian

2022 Asset Protection Update

FICPA Summer Vacation Cluster

Disney's Boardwalk Resort
Walt Disney World
Orlando, FL 32830

Thursday, August 4th @ 1:30 PM ET
For more information, please contact the FICPA Summer Vacation Cluster

Article Written for:  Florida Bar Journal

In addition to the Exit Tax, the Heart Act added a new federal transfer tax, which imposes an “Inheritance Tax” on certain gifts or bequests (testamentary dispositions) made by a “covered expatriate” to U.S. recipients.

Foreign or Domestic: Which Asset Protection Trust Is Right For You?
In this seminar, we present an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law.  Attendees will learn the pros and cons of domestic vs. offshore trust planning.  The discussion will include how to best implement the unique advantages of both foreign and domestic law.

Thursday, July 14th @ 12 Noon ET
Register for this (no cost) live seminar.
Restructuring Real Estate Investment for the NRNC
In this seminar, we discuss the tax traps and solutions associated with U.S. real estate investment by NRNCs.  Topics include foreign trusts, inversions, and strategic gifting.

Wednesday, May 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Article Written for:  Florida CPA Today, a publication by the Florida Institute of CPAs

In addition to the Exit Tax, the Heart Act added a new federal transfer tax, which imposes an "Inheritance" tax on certain gifts or bequests (testamentary dispositions) made by a "covered expatriate" to U.S. recipients. This is the second article in our two-part series on the expatriation tax.

Article Written for:  Florida CPA Today, a publication by the Florida Institute of CPAs

Abandonment of United States citizenship or long-term residency (by non-citizens) may trigger the United States “expatriation tax”. The expatriation tax consists of the “Exit Tax” and the “Inheritance Tax.” In this first of our two-part series, we explain the Exit Tax.

Corporate and Individual Structuring with LLCs and Trusts
In this seminar, we provide insight into the latest judicial guidance and legislative trends pertaining to asset protection and tax mitigation. Attendees will learn the latest strategies for entity formation, choosing jurisdictions, and choice of governing law.

Tuesday, Nov. 9th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling
In this seminar, we reveal how protections available through LLCs, trusts, titling and statutory exemptions may be combined to fortify protective structures. Tax efficient strategies to integrate these techniques are also discussed.

Thursday, October 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Tax Expatriation of People and Assets
This seminar covers the U.S. tax impact of expatriation. Discussions will cover both the expatriation of (i) U.S. citizens and permanent residents and (ii) U.S. assets. The deemed sale imposed on expatriating individuals will be explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.

Wednesday, September 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Domestic and International Asset Protection for the CPA
In this seminar, we discuss which domestic and international jurisdictions best protect business owners and investors and how the U.S. courts have interpreted such protections. Related tax issues are also discussed. Attendees will learn about the strengths and weaknesses of LLCs and trusts available domestically and abroad.

LIVE from the St. John's University Campus
Tobin School of Business Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439

Monday, August 30th @ 6 PM ET
Visit the NYSSCPA website for more information.
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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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ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida  32751


Local:  (407) 255-2055

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Office hours:  Open weekdays
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