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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.
Published in Press Releases
The U.S. Estate and Gift Tax and the Non-Citizen
Gary explains how both resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. The book expands on the tax traps and complexities exposing non-citizens and highlights a myriad of tax saving strategies. Foreign professionals, investors and entrepreneurs (and their financial and legal advisors) will gain insight into such topics as the implications of foreign investment and immigration to the U.S.
Published in Press Releases
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
Register for this (no cost) live seminar.
Published in Press Releases
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
Register for this (no cost) live seminar.
Published in Press Releases
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.
Published in Press Releases
The Limits of Asset Protection
In this seminar, we explain how and when the courts uphold or reject comprehensive planning.  The effectiveness of protective structures usually hinges on such factors are the timing of transfers, existing claims, the intentions of the client and applicable law.  Attendees will learn how best to implement planning under the circumstances presented.

Register for this (no cost) live seminar.
Published in Press Releases
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.

Marriott Jacksonville
4670 Salisbury Rd
Jacksonville, FL 32256

For more information, please contact the FICPA Jacksonville Chapter.
Published in Press Releases
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.
Published in Press Releases
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.
Published in Press Releases
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.
Published in Press Releases
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Forster Boughman & Lefkowitz

Our mission is to serve as a resource for complex domestic and international business transactions, tax, health law, data privacy, asset protection, and related litigation.

Our firm is an approachable and economic alternative to large national and international law firms.  Se habla español.



 

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Contact Info

ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida  32751


Local:  (407) 255-2055

Toll-free:  (855) WP-GROUP

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Office hours:  Open weekdays
from 8:30 AM to 5:30 PM