Gary & Brian
Friday, 26 July 2024 00:00
Gary and Brian head into the recording studio for the FICPA. They will present their seminar: "Understanding Expatriation and Exit Tax"
Florida Institute of Certified Public Accountants (FICPA)
Gary and Brian head into the recording studio with the FICPA to present their seminar: "Understanding Expatriation and Exit Tax." In this seminar, we explore the income tax consequences of expatriation for U.S. citizens, permanent residents, and their assets. We discuss the development and unravel the intricacies of the deemed sale rules. Attendees will learn effective strategies for minimizing tax and ensuring tax compliance.
This seminar will be released on July 26, 2024.
Wednesday, July 10th @ 10 AM ET
Visit the FICPA website for more information.
This seminar will be released on July 26, 2024.
Wednesday, July 10th @ 10 AM ET
Visit the FICPA website for more information.
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Thursday, 16 May 2024 00:00
Gary and Brian explore expatriation tax rules for residents, assets, and tax reduction, in their seminar: "How to Avoid Exit Tax When Returning Home: The Resident Foreign National and Worldwide U.S. Income Tax" via Live National Webinar
How to Avoid Exit Tax When Returning Home: The Resident Foreign National and Worldwide U.S. Income Tax
Resident foreign nationals face potential taxation upon permanent exit from the U.S. In this seminar, we explore the income tax consequences of expatriation by permanent residents (and U.S. citizens), and their assets. We discuss the nuances of the deemed sale rules, examining their evolution and implications. Attendees will learn effective strategies for reducing tax and ensuring compliance.
Thursday, May 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, May 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 04 March 2024 19:00
Pre-Immigration Planning with the Foreign Trust: The Intersection of Income and Estate Tax
Wednesday, 24 January 2024 19:00
Gary and Brian explore entity/trust strategies, jurisdiction, tax insights, international planning, in their seminar: "2024 Asset Protection Update" via Live National Webinar.
2024 Asset Protection Update
In this seminar, we provide an asset protection update for 2024. We discuss considerations for entity and trust formation, choosing jurisdictions, choice of governing law and international expatriation and pre-immigration planning. Attendees will learn techniques for effectively structuring assets through LLCs, trusts, titling, and applicable exemptions, along with a practical discussion on new cases and prudent asset protection practices and misconceptions. The discussion also includes a comprehensive tax overview of the practice.
Thursday, January 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, January 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 18 December 2023 19:00
Gary and Brian head into the recording studio for the Global Tax Focus Podcast. They will be interviewed on: "Foreign Tax Matters."
Global Tax Focus Podcast (Atlanta)
Gary and Brian head into the recording studio for the Global Tax Focus Podcast. They will be interviewed on: "Foreign Tax Matters". This podcast released in January 2024.
Tuesday, December 19th @ 2 PM ET
Visit the Global Tax Focus website for more information.
Tuesday, December 19th @ 2 PM ET
Visit the Global Tax Focus website for more information.
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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, 03 August 2023 20:00
Gary and Brian present their 2023 asset protection update at the FICPA's Summer Vacation Conference at Disney's Grand Floridian Resort.
2023 Domestic and International Asset Protection Update
In this seminar, we present our 2023 overview of the foundational issues and recent changes to the statutes and cases forming domestic and international asset protection planning. Discussion includes relevant structuring and tax avoidance strategies. The tax impact of expatriation and immigration is also discussed.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
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Friday, 21 October 2022 15:34
Gary and Brian discuss strategies for asset protection and tax avoidance in their seminar, "Foreign and Domestic Trusts and LLCs: Structuring and Tax Avoidance Strategies" at the Florida Institute of Certified Public Accountants (FICPA)
Foreign and Domestic Trusts and LLCs: Structuring and Tax Avoidance Strategies
In this presentation, Gary and Brian provide an overview of the most effective asset protection trusts and LLCs, available both in the US and abroad. Discussion will include the pros and cons of domestic vs. offshore planning and how to avoid US tax.
Thursday, October 21st @ 1:45 PM ET
Visit the FICPA website for more information.
Thursday, October 21st @ 1:45 PM ET
Visit the FICPA website for more information.
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Thursday, 04 August 2022 12:57
Gary and Brian are featured speakers for the FlCPA's Summer Vacation Conference, where they present their 2022 Asset Protection Update at Disney's Boardwalk Resort in Orlando
2022 Asset Protection Update
FICPA Summer Vacation Cluster
Disney's Boardwalk Resort
Walt Disney World
Orlando, FL 32830
Thursday, August 4th @ 1:30 PM ET
For more information, please contact the FICPA Summer Vacation Cluster
FICPA Summer Vacation Cluster
Disney's Boardwalk Resort
Walt Disney World
Orlando, FL 32830
Thursday, August 4th @ 1:30 PM ET
For more information, please contact the FICPA Summer Vacation Cluster
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Friday, 01 July 2022 15:44
Expatriation from the United States: The Inheritance Tax Under I.R.C. §2801
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ForsterBoughman
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Orlando (Maitland), Florida 32751
2200 Lucien Way, Suite 405
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