Thursday, 22 April 2021 00:00
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
Register for this LIVE (no cost) seminar.
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Wednesday, 10 March 2021 00:00
Gary and Eric present for the National Business Institute and discuss the single-member LLC structure, with an emphasis on asset protection, in their seminar, "Protecting Assets with Single-Member LLCs" via Live Webinar
Protecting Assets with Single-Member LLCs
Learn the pitfalls and protections of single-member LLCs. Topics include: Understanding veil piercing and related exposures. Updates on recent court rulings regarding single-member LLCs and understanding how the Tax Cuts and Jobs Act of 2017 affects these LLCs for tax purposes are also discussed.
Wednesday, March 10th @ 3 PM ET
Visit the National Business Institute website for more information.
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Thursday, 28 January 2021 00:00
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
Register for this LIVE (no cost) seminar.
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Thursday, 14 January 2021 00:00
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
Register for this LIVE (no cost) seminar.
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Thursday, 17 December 2020 00:00
Eric discusses "5 Things New Physicians Need to Understand about Law and Finance" with financial advisor Michael Clark from Raymond James Financial via Live National Webinar
5 Things New Physicians Need to Understand about Law and Finance
Thursday, December 17th @ 12 Noon ET
No registration necessary for this (no cost) event. Simply enter the Zoom Meeting slightly before the start time.
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Tuesday, 10 November 2020 00:00
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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Thursday, 10 September 2020 00:00
Thom, Gary, and Brian are special guests at BNY Mellon's Market Outlook & Estate Tax Planning in an Election Year webcast, to present their seminar, "Estate Tax Planning for a Biden Administration" via Global Webcast
Estate Tax Planning for a Biden Administration
Learn how the pandemic and presidential election will affect estate planning, including estate planning opportunities during the pandemic and the imminent risks associated with a more onerous estate tax arising from a change in presidential administration.
Thursday, September 10th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 08 September 2020 00:00
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
Register for this LIVE (no cost) seminar.
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Thursday, 27 August 2020 00:00
Eric discusses "The Election, Your Money, and How to Protect Your Assets" with financial advisor Michael Clark from Raymond James Financial via Live National Webinar
The Election, Your Money, and How to Protect Your Assets
Thursday, August 27th @ 12 Noon ET
No registration necessary for this (no cost) event. Simply enter the Zoom Meeting slightly before the start time.
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Thursday, 16 July 2020 00:00
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
Register for this (no cost) live seminar.
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