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Gary & Brian

Gary & Brian

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.
1)  LLC Structuring

2)  Foreign v. Domestic Asset Protection Trusts – Protection and Taxation

3)  U.S Taxation of Trusts – Domestic & International

4)  The Death Tax and Democrat Control

FICPA Summer Vacation Cluster

Disney’s Yacht Club Resort
Walt Disney World
Orlando, FL 32830

Tomorrow / Thursday, August 5th @ 8:30 AM ET
For more information, please contact the FICPA Summer Vacation Cluster
Tax Issues Raised by the Onset of U.S. Business Operations
In this seminar, we discuss the tax issues relevant to (i) businesses considering U.S. operations and (ii) their owners and executives. Attendees will learn about cross-border corporate tax concerns, pre-immigration planning, and the U.S. estate and gift tax.

Jim Dawson is CEO of Global Tax Focus, an international tax strategy and compliance practice based in Atlanta. He is a Certified Public Accountant and an international business and tax advisor to global enterprises. He can be reached at (404) 855-0795.

Wednesday, May 26th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Pre-Immigration Planning
Learn how to employ the most relevant tax avoidance strategies during foreign residency and upon immigration.

Thursday, April 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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.
The Death Tax and Democrat Control
The shift in government control coupled with the global pandemic present estate planning opportunities, due to lower asset valuations and interest rates. Federal transfer taxes may be avoided by moving assets at a reduced gift tax. The imminent risk of increases in U.S. transfer taxes calls for urgency in such planning.

Thursday, January 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Foreign Asset Protection Trusts
In this seminar, we present an overview of foreign asset protection trusts, examination of different jurisdictional options, and federal taxation for U.S. resident and non-resident grantors, trustees, and beneficiaries, and related compliance issues.

Tuesday, November 10th @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Article Written for:  Florida Bar Journal

Abandonment of U.S. citizenship or long-term residency (by non-citizens) may trigger U.S. income tax. The “expatriation tax” consists of two components: the “exit tax” and the “inheritance tax.” Both may be triggered upon abandonment of citizenship or (for non-citizens) abandonment of a green card by a long-term resident. In this first of our two-part series, we explain some of the principal terms of the exit tax.

Foreign Trust Tax Compliance
In this seminar, we present 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). This seminar also provides an overview of the applicable forms required to remain compliant under federal law.

Tuesday, September 8th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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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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Contact Info

ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida  32751


Local:  (407) 255-2055

Toll-free:  (855) WP-GROUP

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Office hours:  Open weekdays
from 8:30 AM to 5:30 PM