Monday, 07 September 2020 20:00
Gary and Brian present an overview of compliance rules regarding the administration of foreign trusts and foreign accounts, in their seminar, "Foreign Trust Tax Compliance" via Live National Webinar
Foreign Trust Tax Compliance
In this seminar, we present an overview of federal compliance rules regarding the administration of foreign trusts, foreign accounts owned by both domestic and foreign trusts, and required filings under the Internal Revenue Code, Financial Crimes Enforcement Network (FinCEN), and Foreign Account Tax Compliance Act (FATCA). This seminar also provides an overview of the applicable forms required to remain compliant under federal law.
Tuesday, September 8th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Wednesday, 26 August 2020 20:00
Eric discusses "The Election, Your Money, and How to Protect Your Assets" with financial advisor Michael Clark from Raymond James Financial via Live National Webinar
The Election, Your Money, and How to Protect Your Assets
Thursday, August 27th @ 12 Noon ET
No registration necessary for this (no cost) event. Simply enter the Zoom Meeting slightly before the start time.
Published in
Press Releases
Tuesday, 18 August 2020 20:00
Gary kicks-off his Virtual Book Tour with this first seminar in his book tour series "An Overview / Intro to: The U.S. Estate and Gift Tax and the Non-Citizen" via Live Webinar
Virtual Book Tour Kick-Off
This latest book publication from author and attorney Gary A. Forster explains how both resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. Foreign professionals, investors and entrepreneurs (and their financial and legal advisors) will gain insight into such topics as the implications of foreign investment and immigration to the U.S.
Wednesday, August 19th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Monday, 10 August 2020 20:00
Eric presents two of his newest seminars "Marijuana Businesses Law in Florida" and "Obtaining a Florida Cannabis Business License" for the National Business Institute's Marijuana Business Law program
Marijuana Business Law in Florida
National Business Institute - Program #86238
National Business Institute - Program #86238
The legalization of marijuana for medical use has created multiple business opportunities, but it has also created many questions and uncertainties for health care professionals and their advisors, particularly due to the position of the federal government. Learn about obtaining a medical marijuana business license, regulatory, operational, and marketing restrictions, and the legal issues that advisors and medical professionals should be aware of before venturing into this field.
Tuesday, August 11th
@ 10:55 AM ET -- Marijuana Businesses Law in Florida
@ 12:45 PM ET -- Obtaining a Florida Cannabis Business License
Get more info about this program from the National Business Institute.
Published in
Press Releases
Wednesday, 29 July 2020 20:00
Teresa explains how Florida law deals with financial exploitation, with a specific focus on senior citizens, in her seminar "Protecting Senior Citizens from Financial Exploitation Scams: Prevention and Remedies" via Live National Webinar
Protecting Senior Citizens from Financial Exploitation Scams: Prevention and Remedies
In this seminar, we review Florida law as it relates to financial exploitation with a specific focus on senior citizens. We discuss current trends and scams known to be targeting older Floridians. We also identify legal remedies available to victims and their loved ones. Attendees will learn about preventive planning and receive both legal and practical advice to avoid becoming a victim.
Thursday, July 30th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Tuesday, 21 July 2020 20:00
Gary and Kathryn explain the key aspects of selling a healthcare business to a private equity firm, in their seminar "Preparation and Sale of a Healthcare Business to Private Equity" via Live Webinar
Preparation and Sale of a Healthcare Business to Private Equity
In this seminar, attendees will learn about the key aspects of selling a healthcare business to a private equity firm, common issues confronted by healthcare sellers, and practical advice for navigating through the sale process, from the letter of intent stage through post-closing matters.
Wednesday, July 22nd @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Wednesday, 15 July 2020 20:00
Gary and Brian present an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law, in their seminar "Foreign vs. Domestic Asset Protection Trusts: Protection and Taxation" via Live National Webinar
Foreign vs. Domestic Asset Protection Trusts
This seminar presents 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 original form of asset protection. Discussions include how to effectively plan using both foreign and domestic trusts for different protective and tax strategies.
Thursday, July 16th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Tuesday, 30 June 2020 20:00
Gary releases the second edition of his book, "The U.S. Estate and Gift Tax and the Non-Citizen." Gary welcomes the opportunity to visit your office to share the highlights of this informative book, if interested, just send us an email
The U.S. Estate and Gift Tax and the Non-Citizen
Gary explains how both resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. The book expands on the tax traps and complexities exposing non-citizens and highlights a myriad of tax saving strategies. Foreign professionals, investors and entrepreneurs (and their financial and legal advisors) will gain insight into such topics as the implications of foreign investment and immigration to the U.S.
Published in
Press Releases
Wednesday, 24 June 2020 20:00
Gary and Brian examine expatriation by U.S. citizens and U.S. residents and analyze the estate and gift tax taint of expatriation in their seminar "Expatriation and the Permanent Estate Tax Taint of Section 2801" via Live National Webinar
Expatriation and the Permanent Estate Tax Taint of Section 2801
In this seminar, we present an overview of expatriation by U.S. citizens and U.S. residents under section 877A of the Internal Revenue Code. We also examine the potentially permanent estate and gift tax taint of expatriation under section 2801.
Thursday, June 25th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Tuesday, 23 June 2020 20:00
Thom discusses estate planning opportunities due to lower asset values and lower interest rates in his seminar "The Time to Act is Now: Estate Planning in a Pandemic" via Live National Webinar
The Time to Act is Now: Estate Planning in a Pandemic
As the pandemic grinds on, there are estate planning opportunities in the short run because of lower asset values and lower interest rates. These allow clients to reduce estate taxes by transferring assets out of their estates at a reduced gift tax cost. More likely, greater appreciation will also be removed from their estates in the future as the economy rebounds.
Wednesday, June 24th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
