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Estate Tax Exemption Sunset: Dangers & Opportunities
In the seminar, we explore the imminent Estate Tax Exemption Sunset in 2026, assessing both the risks and strategic opportunities it presents. Covering the fundamentals of estate and gift tax, we delve into the implications of the impending exemption reduction and potential legislative changes. Attendees will gain crucial insights into advanced planning techniques, such as QPRTs, GRATs, CRTs, and IDGTs, empowering them to effectively maximize the full estate tax exclusion and adapt to the evolving landscape of estate planning. Attendees will be equipped with a concise yet comprehensive guide to sophisticated strategies, ensuring they are well-prepared to optimize their clients' estate planning efforts.

Thursday, February 22nd @ 8 AM ET
Visit the EPC website for more information.
Published in Press Releases
Estate Tax Exemption Sunset: Dangers & Opportunities
In the seminar, we explore the imminent Estate Tax Exemption Sunset in 2026, assessing both the risks and strategic opportunities it presents. Covering the fundamentals of estate and gift tax, we delve into the implications of the impending exemption reduction and potential legislative changes. Attendees will gain crucial insights into advanced planning techniques, such as QPRTs, GRATs, CRTs, and IDGTs, empowering them to effectively maximize the full estate tax exclusion and adapt to the evolving landscape of estate planning. Attendees will be equipped with a concise yet comprehensive guide to sophisticated strategies, ensuring they are well-prepared to optimize their clients' estate planning efforts.

Wednesday, February 14th @ 6 PM ET
Visit the FICPA website for more information.
Published in Press Releases
Should I Stay or Should I Go? International Tax Planning and Structuring
In this seminar, we provide an overview of international tax and protective planning strategies for high-net-worth clients. Topics include potential pitfalls and planning for expatriation and pre-immigration as well as implementation of the most protective and complementary trust and LLC structures.

Wednesday, April 26th @ 5:30 PM ET
Visit the Estate Planning Council website for more information.
Published in Press Releases
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.
Published in Press Releases
Shrinking the Estate Tax Target: What CPAs Need to Know
In this seminar, we discuss using the full estate tax exclusion before it is reduced in 2026. Attendees will learn techniques that can reduce overall estate taxes for their clients. These techniques include using QPRTs, GRATs, CRTs, and IDGTs. IRA planning and provisions that provide flexibility for future changes in the law are also discussed.

Wednesday, February 8th @ 5 PM ET
Visit the FICPA website for more information.
Published in Press Releases
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.
Published in Press Releases
Crypto 101 for CPAs: Taxation of Bitcoin and other Cryptocurrencies
In this seminar, we present an overview of how cryptocurrencies and blockchains work and are taxed. Cryptocurrencies are hot topics in today's business environment. This seminar also includes a general analysis of cryptocurrencies income tax planning and compliance.

December 8th @ 1:50 PM ET
Visit the FICPA website for more information.
Published in Press Releases
New SECURE Act Changes For CPAs: Maximize Client IRA Planning
In this seminar, we provide CPAs with approaches to assist their clients in reducing the impact and maximizing the benefits under the proposed SECURE Act IRA distribution regulations. Topics include RMDs, eligible designated beneficiaries, which trusts work best, and inherited IRAs. Attendees will learn how to assist their clients with IRA planning and avoid income tax surprises.

December 8th @ 11 AM ET
Visit the FICPA website for more information.
Published in Press Releases
Protect Your IRA Planning from the New SECURE Act Proposed Regulation
In this seminar, we review the impact of the latest proposed IRA distribution regulations under the SECURE Act. Topics include RMDs, Eligible Designated Beneficiaries, which Trusts still work, and inherited IRAs. Attendees will learn some (unsettling) surprises that could re-write their IRA planning.

Wednesday, November 16th @ 12 Noon  ET
Register for this Live (no cost) seminar.
Published in Press Releases
Preparing for the Reconciliation Act: An Estate & Gift Tax Update
The proposed estate and gift tax changes will be dramatic. Now is the time to act. Clients need to take action to reduce exposure to estate taxes. In this seminar, we discuss the changes to estate and gift tax laws being proposed in the Reconciliation Act.

Wednesday, Oct. 20th @ 12 Noon ET
Register for this Live (no cost) seminar.
Published in Press Releases
Forster Boughman & Lefkowitz

Our mission is to serve as a resource for complex domestic and international business transactions, tax, health law, asset protection, and related litigation.

Our firm is an approachable and economic alternative to large national and international law firms.  Se habla español.



 

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ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida  32751


Local:  (407) 255-2055

Toll-free:  (855) WP-GROUP

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Office hours:  Open weekdays
from 8:30 AM to 5:30 PM