Gary & Brian
Wednesday, 21 April 2021 20:00
Gary and Brian discuss how best to limit the tax impact (both present and at death) of immigration to the United States in their seminar, "Pre-Immigration Planning" via Live National Webinar
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
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Wednesday, 27 January 2021 19:00
Gary and Brian present with Swiss-based Registered Investment Advisors, Nick Frick and Sabina Weber Sauser from UBP Investment Advisors, their seminar, "Foreign Trust Tax Compliance and Diversification from the U.S. Dollar" via Live National Webinar
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
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Wednesday, 13 January 2021 19:00
Gary and Brian discuss current estate planning opportunities due to the shift in government control and the on-going pandemic, in their seminar, "The Death Tax and Democrat Control" via Live Webinar
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
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Monday, 09 November 2020 19:00
Gary and Brian examine different jurisdictional options and federal taxation pertaining to U.S. resident and non-resident grantors, trustees, and beneficiaries in their seminar, "Foreign Asset Protection Trusts" via Live National Webinar
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.
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Saturday, 31 October 2020 20:00
Expatriation from the United States: The Exit Tax
Monday, 07 September 2020 20:00
Gary and Brian present an overview of compliance rules regarding the administration of foreign trusts and foreign accounts, in their seminar, "Foreign Trust Tax Compliance" via Live National Webinar
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
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Wednesday, 15 July 2020 20:00
Gary and Brian present an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law, in their seminar "Foreign vs. Domestic Asset Protection Trusts: Protection and Taxation" via Live National Webinar
Foreign vs. Domestic Asset Protection Trusts
This seminar presents 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 original form of asset protection. Discussions include how to effectively plan using both foreign and domestic trusts for different protective and tax strategies.
Thursday, July 16th @ 12 Noon ET
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Wednesday, 24 June 2020 20:00
Gary and Brian examine expatriation by U.S. citizens and U.S. residents and analyze the estate and gift tax taint of expatriation in their seminar "Expatriation and the Permanent Estate Tax Taint of Section 2801" via Live National Webinar
Expatriation and the Permanent Estate Tax Taint of Section 2801
In this seminar, we present an overview of expatriation by U.S. citizens and U.S. residents under section 877A of the Internal Revenue Code. We also examine the potentially permanent estate and gift tax taint of expatriation under section 2801.
Thursday, June 25th @ 12 Noon ET
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Monday, 08 June 2020 20:00
Gary and Brian present on the U.S. tax impact of creating, funding, and operating both U.S. and foreign trusts, in their seminar "U.S. Taxation of Trusts Domestic and International" via Live National Webinar
U.S. Taxation of Trusts - Domestic and International
In this seminar, we explain the U.S. tax impact of creating, funding and operating both U.S. and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include the tax impact of a change in status of the grantor, trustee and beneficiaries. Planning strategies presented include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.
Tuesday, June 9th @ 12 Noon ET
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Monday, 18 May 2020 20:00
Gary and Brian present on the U.S. tax impact of expatriation in their newest seminar "Expatriation Planning for U.S. Citizens and Residents" via Live National Webinar
Expatriation Planning for U.S. Citizens and Residents
This seminar presents an overview of the U.S. tax impact of expatriation. Discussions include the “exit tax” triggering the deemed sale of assets world-wide, as well as, the emigrant’s estate and gift tax obligations. Participants will learn how both U.S. citizens and non-citizen residents may avoid triggering the expatriation tax.
Tuesday, May 19th @ 12 Noon ET
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