Thursday, 23 March 2023 19:02
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 18:56
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 16:12
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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Monday, 30 January 2023 00:00
Estate and Gift Tax Rules for Noncitizens
Article Written for:
Tuesday, 07 February 2023 15:48
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.
OnDemand Course Offering
Visit the FICPA website for more information.
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Wednesday, 25 January 2023 00:03
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.
Wednesday, January 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 22 August 2022 21:12
Take a Close Look at LLCs when Asset Protection Planning
Thursday, 01 December 2022 13:13
Tax Reporting of Foreign Assets
Article Written for: TaxStringer, the NYSSCPA's (New York Society of Certified Public Accountants)
U.S. citizens and residents are subject to a number of IRS reporting requirements regarding assets held outside the U.S. Foreign situs assets and interests in offshore trusts significantly complicate tax reporting. Several such filing requirements are outlined below.
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Friday, 16 December 2022 00:00
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.
December 16th @ 3:10 PM ET
Visit the FICPA website for more information.
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Tuesday, 29 November 2022 02:51
Eric discusses the elements of the payer audit process, how it starts and the steps to take if an audit notification letter is receive in his seminar, "Payment Audits" Featured Healthcare Speaker at SkillAcquire Online Learning
Payment Audits
The United States has a unique hybrid, multi-payer healthcare system, made up of public payors, including federal, state, and local government agencies, and private payors, including commercial health plans and individuals. In this seminar, Eric addresses the fundamentals of healthcare payers and reimbursement, payment and delivery systems, public and private payers, and alternative payment models and options. Laws and regulations related to payment audits and the payer auditing process are also discussed.
Tuesday, November 29th @ 1 PM ET
Visit SkillAcquire for website for more information.
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ForsterBoughman
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Orlando (Maitland), Florida 32751
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida 32751
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