Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
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 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.