Tuesday, 19 May 2020 00:00
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
Register for this (no cost) live seminar.
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Friday, 17 January 2020 00:00
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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Monday, 02 December 2019 00:00
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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Thursday, 07 November 2019 00:00
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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Thursday, 24 October 2019 00:00
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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Tuesday, 22 October 2019 00:00
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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Thursday, 10 October 2019 00:00
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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Tuesday, 01 October 2019 00:00
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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Tuesday, 24 September 2019 00:00
Eric and Gary present 2 seminars from their popular Eleven Commandments of Asset Protection series, "Commandment #3: Avoid 'Late Stage' and "Commandment #8: Planning Need Not Be Complicated" for AdventHealth Orlando
September 24th @ 9:30 AM
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
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Thursday, 19 September 2019 00:00
Gary and Brian present their seminar "The Taxation of Foreign Trusts and the American Grantor - Lifetime Transfers and Deemed Sales" via Live National Webinar
September 19th @ 12 Noon ET
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
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