Wednesday, 16 October 2024 00:00
Gary covers LLCs, trust cases, SCOTUS tax rulings, exposures, and strategies to limit IRS power, in his seminar: "Tax Planning and Asset Protection Update (including 2024 U.S. Supreme Court Decisions)" via Live National Webinar
Tax Planning and Asset Protection Update (including 2024 U.S. Supreme Court Decisions)
In this seminar, we discuss both (i) the LLC and trust cases that govern protective structuring and (ii) the three 2024 SCOTUS cases that shape tax policy in the U.S. Attendees will learn about new exposures and insulating strategies (both domestic and international) as well as the limits on IRS power.
Wednesday, October 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, October 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 12 September 2024 00:00
Gary explores asset protection trusts, their tax implications, and how to implement effective strategies, in his seminar: "Foreign and Domestic Asset Protection Trusts" via Live National Webinar
Foreign and Domestic Asset Protection Trusts
In this seminar, we explain the historical path, from ancient trusts to modern asset protection trusts, including their protective characteristics and taxation under U.S. law. Attendees will learn the critical differences between domestic and offshore asset protection trusts and how and when to implement effective on-shore and off-shore strategies.
Thursday, September 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, September 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
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Wednesday, 20 December 2023 19:00
Gary covers foreign trust benefits, tax strategies, and practical considerations, in his seminar: "Welcome to America: Immigration Tax Planning for the Wealthy using Foreign Trusts" via Live National Webinar.
Welcome to America: Immigration Tax Planning for the Wealthy using Foreign Trusts
In this seminar, we provide an overview of how the foreign trust may be used to shelter foreign income and assets from US estate and gift tax. Attendees will learn about the timing of funding a foreign structure, when to establish US residency, business entities, and how to abandon a plan without tax implications. We will also explore key topics such as jurisdiction selection and how best to handle foreign and US trust beneficiaries.
Thursday, December 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, December 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
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