Expatriation Planning

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Tuesday, 07 February 2023 10:48

Gary presents for the FICPA Virtual Learning program. He provides a primer for CPAs on the latest tax laws and regulations surrounding the digital currency space.

Cryptos, Blockchains, and Taxation: A Primer for CPAs

In this seminar, we discuss cryptocurrencies and blockchains in the context of federal taxation and financial accounting. Attendees will learn about the taxation and practical uses of borderless digital assets. Compliance with current U.S. regulations is also discussed.

OnDemand Course Offering
Visit the FICPA website for more information.

Published in Press Releases

Tuesday, 24 January 2023 19:03

Gary discusses the practical impact of court rulings on asset protection and tax avoidance strategies, in his seminar "Protective Structuring and Tax Planning: Recent Court Decisions" via Live National Webinar

Protective Structuring and Tax Planning: Recent Court Decisions

In this seminar, we discuss how courts in different jurisdictions have recently interpreted both corporate and personal protective structuring. Applicable domestic and international tax issues will also be discussed.

Wednesday, January 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Published in Press Releases

Thursday, 15 December 2022 19:00

Gary presents at the FICPA South Florida Accounting Conference. He discusses the Inflation Reduction Act and its effect on domestic and international protective structuring.

The Inflation Reduction Act and its impact on Corporate and Personal Planning

In this seminar, we present an overview of the new Act and its effect on domestic and international protective structuring. Discussion will include relevant tax avoidance opportunities and the most effective asset protection options. Pre-immigration and expatriation planning are also discussed.

December 16th @ 3:10 PM ET
Visit the FICPA website for more information.

Published in Press Releases

Wednesday, 28 September 2022 17:23

Gary discusses asset protection and tax avoidance strategies, including the new Act, in his seminar "Modern Protective and Tax Planning Including overview of the Inflation Reduction Act" via Live National Webinar

Modern Protective and Tax Planning Including overview of the Inflation Reduction Act

In this seminar, we present an overview of the new Act and its impact on domestic and international protective planning. Discussion includes relevant tax avoidance strategies and related asset protection structuring. The tax impact of expatriation and immigration is also discussed.

Wednesday, September 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Published in Press Releases

Friday, 01 July 2022 15:44

Expatriation from the United States: The Inheritance Tax Under I.R.C. §2801

Article Written for: Florida Bar Journal

In addition to the Exit Tax, the Heart Act added a new federal transfer tax, which imposes an “Inheritance Tax” on certain gifts or bequests (testamentary dispositions) made by a “covered expatriate” to U.S. recipients.

Published in Publications

Wednesday, 13 April 2022 11:10

Gary discusses the U.S. tax impact of expatriation for citizens, permanent residents, and assets in his seminar, "Expatriation: Should I Stay Or Should I Go?" via Live National Webinar

Expatriation: Should I Stay Or Should I Go?

In this seminar, we discuss the U.S. tax impact of expatriation. Discussion covers the expatriation of U.S. citizens, permanent residents, and U.S. assets. The deemed sale imposed on expatriating individuals is explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.

Wednesday, April 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Published in Press Releases

Thursday, 16 December 2021 21:00

Expatriation from the United States, Part 2: The Inheritance Tax

Article Written for: Florida CPA Today, a publication by the Florida Institute of CPAs

In addition to the Exit Tax, the Heart Act added a new federal transfer tax, which imposes an "Inheritance" tax on certain gifts or bequests (testamentary dispositions) made by a "covered expatriate" to U.S. recipients. This is the second article in our two-part series on the expatriation tax.

Published in Publications

Thursday, 16 December 2021 20:00

Expatriation from the United States, Part 1: The Exit Tax

Article Written for: Florida CPA Today, a publication by the Florida Institute of CPAs

Abandonment of United States citizenship or long-term residency (by non-citizens) may trigger the United States “expatriation tax”. The expatriation tax consists of the “Exit Tax” and the “Inheritance Tax.” In this first of our two-part series, we explain the Exit Tax.

Published in Publications

Wednesday, 01 December 2021 09:42

Modern Asset Protection – An Introduction

Article Written for: TaxStringer, the NYSSCPA's publication for tax topics

Asset protection is a body of law that has developed as an amalgamation of business structures, trusts, titling and creditor exemptions. Asset protection planning insulates assets otherwise exposed to future unknown creditors. Prudent structuring uses widely accepted legal strategies to make clients unattractive to claimants.

Published in Publications

Tuesday, 21 September 2021 20:00

Gary and Brian discuss the tax impact of expatriation on U.S. citizens, permanent residents, and U.S. assets in their latest seminar, "Tax Expatriation of People and Assets" via Live National Webinar

Tax Expatriation of People and Assets

This seminar covers the U.S. tax impact of expatriation. Discussions will cover both the expatriation of (i) U.S. citizens and permanent residents and (ii) U.S. assets. The deemed sale imposed on expatriating individuals will be explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.

Wednesday, September 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Published in Press Releases

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Gary presents for the FICPA Virtual Learning program. He provides a primer for CPAs on the latest tax laws and regulations surrounding the digital currency space.

Gary discusses the practical impact of court rulings on asset protection and tax avoidance strategies, in his seminar "Protective Structuring and Tax Planning: Recent Court Decisions" via Live National Webinar

Gary presents at the FICPA South Florida Accounting Conference. He discusses the Inflation Reduction Act and its effect on domestic and international protective structuring.

Gary discusses asset protection and tax avoidance strategies, including the new Act, in his seminar "Modern Protective and Tax Planning Including overview of the Inflation Reduction Act" via Live National Webinar

Expatriation from the United States: The Inheritance Tax Under I.R.C. §2801

Gary discusses the U.S. tax impact of expatriation for citizens, permanent residents, and assets in his seminar, "Expatriation: Should I Stay Or Should I Go?" via Live National Webinar

Expatriation from the United States, Part 2: The Inheritance Tax

Expatriation from the United States, Part 1: The Exit Tax

Modern Asset Protection – An Introduction

Gary and Brian discuss the tax impact of expatriation on U.S. citizens, permanent residents, and U.S. assets in their latest seminar, "Tax Expatriation of People and Assets" via Live National Webinar

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