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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Thursday, 19 October 2023 20:00
Gary explains how to best choose and implement the use of LLCs in protective structuring in his seminar, "Structuring and Funding the LLC: Advanced Asset Protection Strategies" for the National Business Institute.
Structuring and Funding the LLC: Advanced Asset Protection Strategies
In this seminar, we explore advanced asset protection strategies, including the protective aspects of LLCs and how to best combine the LLC with domestic and offshore asset protection trusts. We cover legal cases, domestic vs. foreign options, and the keys to effectiveness. This seminar is ideal for financial and legal professionals.
Friday, October 20th @ 11 AM ET
Visit the National Business Institute website for more information.
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Sunday, 24 September 2023 20:00
Gary explores partnership tax considerations for family structures, asset protection, jurisdiction choices, and trust strategies in his seminar, "Family Limited Partnerships in Estate Planning Program" for the National Business Institute.
Family Limited Partnerships in Estate Planning Program
In this seminar, we explore a wide range of topics raised by the family investment structure. Included in the discussion will be estate and gift tax strategies, distribution and basis issues and how to best protect partnership assets for generations. Attendees will gain insight into selecting the right jurisdiction and how to blend partnership and trust strategies (foreign and domestic). Discussion includes nuances like partnership tax classification and "S" status for family businesses.
Monday, September 25th @ 2 PM ET
Visit the National Business Institute website for more information.
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Tuesday, 22 August 2023 20:00
Foreign Trusts: Income Tax and the U.S. Grantor
Article Written for:
Tuesday, 11 July 2023 20:00
Gary discusses asset protection trusts and LLCs, exploring domestic and offshore options, advantages, disadvantages, and tax strategies in his seminar, "Global and Domestic Asset Protection Options: A Worldwide Comparison" via Live National Webinar.
Global and Domestic Asset Protection Options: A Worldwide Comparison
In this seminar, we present an overview of asset protection trusts and LLCs, offered domestically and offshore. Discussion will include advantages of foreign statutes and case law over similar domestic asset protection tools (and vice versa). Tax strategies will also be discussed.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 08 June 2023 12:41
The Inheritance Tax under IRC §2801
Article Written for: TaxStringer, the NYSSCPA's (New York Society of Certified Public Accountants)
The Heart Act added a new federal Inheritance Tax on certain lifetime and testamentary dispositions to U.S. recipients, made by a “covered expatriate.” This is the second article in our two-part series on the expatriation tax.
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Thursday, 18 May 2023 20:00
Gary presents on the advantages and pitfalls of DAPTs and Foreign Asset Protection Trusts. Judicial perspective and notable cases are also discussed in his seminar, "Domestic Asset Protection Trusts (DAPTs)" for the National Business Institute.
Domestic Asset Protection Trusts (DAPTs)
In this seminar, we discuss trusts designed to protect assets from creditors while allowing individuals to maintain some level of control over trust asset. We explain the various types of trusts, and the differences between them. We discuss the increasing popularity of DAPTs and provide an overview of the factors to consider when forming one. Lastly, we provide examples of notable cases related to DAPTs, and compare DAPTs with Foreign Asset Protection Trusts.
Friday, May 19th @ 2:45 PM ET
Visit the National Business Institute website for more information.
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Thursday, 23 March 2023 15:02
Gary discusses strategic structuring and protective planning for high-net-worth individuals, in his seminar "International Tax Planning and Structuring for High-Net-Worth Individuals" via Live National Webinar
International Tax Planning and Structuring for High-Net-Worth Individuals
In this seminar, we provide an overview of international tax and protective planning for high-net-worth individuals, including strategies for properly structuring and avoiding the expatriation tax and minimizing estate and gift tax obligations. Attendees will also learn about tax-efficient asset transfer strategies and offshore investment considerations.
Thursday, March 23th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, March 23th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 16 March 2023 14:56
Thom discusses advanced techniques and recently proposed changes in estate planning, in his seminar "Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients" via Live National Webinar
Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients
In this seminar, we explore advanced estate planning techniques for maximizing tax efficiency and minimizing estate tax liability. Attendees will learn about the latest developments in estate and gift tax planning, including newly proposed changes. This seminar also covers strategies for using QPRTs, GRATs, CRTs, and IDGTs, as well as other tax-efficient asset transfer strategies.
Thursday, March 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, March 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 01 February 2023 11:12
Expatriation from the United States Part 1: The Exit Tax
Article Written for: TaxStringer, the NYSSCPA's (New York Society of Certified Public Accountants)
The U.S. imposes an Expatriation Tax on U.S. citizens who abandon citizenship and on or long-term U.S. residents (non-citizens) who surrender their green card. The expatriation tax consists of the Exit Tax and the Inheritance Tax. This article explains the Exit Tax.
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