Friday, 04 October 2024 11:47
Pre-Immigration Planning and the Foreign Trust
Monday, 04 March 2024 19:00
Pre-Immigration Planning with the Foreign Trust: The Intersection of Income and Estate Tax
Tuesday, 28 November 2023 19:00
Gary and Brian present for the Estate Planning Council of Naples, discussing offshore structures, tax strategies, and best practices in asset protection, in their seminar: "Foreign Asset Protection and Tax Planning."
Foreign Asset Protection and Tax Planning
In this seminar, we discuss protective offshore structures and related tax strategies. Attendees will learn how best to establish and fund foreign trusts and business entities while maintaining U.S. tax efficiency. The advantages of offshore vs. domestic trust planning will also be discussed. Topics will include choosing jurisdictions, choice of governing law, expatriation, and pre-immigration planning.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
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Wednesday, 13 July 2022 20:00
Gary and Brian discuss the advantages of foreign and domestic trusts, in their seminar "Foreign or Domestic: Which Asset Protection Trust Is Right For You?" via Live National Webinar
Foreign or Domestic: Which Asset Protection Trust Is Right For You?
In this seminar, we present 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 discussion will include how to best implement the unique advantages of both foreign and domestic law.
Thursday, July 14th @ 12 Noon ET
Register for this (no cost) live seminar.
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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.
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Sunday, 29 August 2021 20:00
Gary and Brian return to New York City to present their seminar, "Domestic & International Asset Protection for the CPA" for the New York State Society of CPAs at St. John's University
Domestic and International Asset Protection for the CPA
In this seminar, we discuss which domestic and international jurisdictions best protect business owners and investors and how the U.S. courts have interpreted such protections. Related tax issues are also discussed. Attendees will learn about the strengths and weaknesses of LLCs and trusts available domestically and abroad.
LIVE from the St. John's University Campus
Tobin School of Business Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
LIVE from the St. John's University Campus
Tobin School of Business Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
Monday, August 30th @ 6 PM ET
Visit the NYSSCPA website for more information.
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Monday, 28 June 2021 20:47
Gary and Paige discuss the GILTI tax and how to limit this new income tax for US-controlled foreign corporations, in their seminar, "Understanding the GILTI Tax (Global Intangible Low-Taxed Income)" via Live National Webinar
Understanding the GILTI Tax (Global Intangible Low-Taxed Income)
The US Tax Reform Act broadened the regulatory net on deferral of offshore income and introduced a new category of income, known as GILTI. In this seminar, we discuss who may be exposed to the GILTI tax and how to limit its impact.
Tuesday, June 29th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 22 June 2021 20:39
Eric and Gary discuss asset protection strategies tailored to insulate physicians & the interplay of professional liability insurance & protective planning, in their seminar, "Asset Protection for Physicians" via Live National Webinar
Asset Protection for Physicians
Physicians are particularly exposed to professional liability claims and face unique complexities in protecting their assets. In this seminar, we discuss asset protection strategies tailored to insulate physicians, including exemption and entity planning, both domestic and offshore. Attendees will also learn about the interplay of professional liability insurance and protective planning.
Wednesday, June 23rd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 16 June 2021 20:25
Gary and Eric discuss the legal challenges of asset protection structuring for unmarried and couples living in states not offering titling by the entireties, in their seminar, "Asset Protection for the Single Person" via Live National Webinar
Asset Protection for the Single Person
In Florida and other states which protect assets jointly titled to married couples, such titling is often the foundation of asset protection. In this seminar, we discuss the legal challenges of structuring protections for unmarried individuals. Attendees will learn about protective options available to single people and couples living in states not offering titling by the entireties.
Thursday, June 17th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 25 May 2021 20:00
Gary and Brian present with international business & tax advisor Jim Dawson from Global Tax Focus on international corporate tax concerns, in their seminar, "Tax Issues Raised by the Onset of U.S. Business Operations" via Live National Webinar
Tax Issues Raised by the Onset of U.S. Business Operations
In this seminar, we discuss the tax issues relevant to (i) businesses considering U.S. operations and (ii) their owners and executives. Attendees will learn about cross-border corporate tax concerns, pre-immigration planning, and the U.S. estate and gift tax.
Jim Dawson is CEO of Global Tax Focus, an international tax strategy and compliance practice based in Atlanta. He is a Certified Public Accountant and an international business and tax advisor to global enterprises. He can be reached at (404) 855-0795.
Jim Dawson is CEO of Global Tax Focus, an international tax strategy and compliance practice based in Atlanta. He is a Certified Public Accountant and an international business and tax advisor to global enterprises. He can be reached at (404) 855-0795.
Wednesday, May 26th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida 32751
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida 32751
Local: (407) 255-2055
Toll-free: (855) WP-GROUP
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