Wednesday, 21 February 2024 20:00
Thom presents for the Estate Planning Council on Estate Tax Exemption Sunset: risks, opportunities, planning techniques, legislative changes, in his seminar: "Estate Tax Exemption Sunset: Dangers & Opportunities" at ONE DAYTONA
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.
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Tuesday, 13 February 2024 19:00
Thom presents for the FICPA Volusia Chapter on Estate Tax Exemption Sunset: risks, opportunities, planning techniques, legislative changes, in his seminar: "Estate Tax Exemption Sunset: Dangers & Opportunities" at Embry-Riddle Aeronautical University
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.
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Wednesday, 26 April 2023 16:32
Gary & Thom head to Miami, where they present to the Estate Planning Council of Greater Miami, his seminar, "Should I Stay or Should I Go? International Tax Planning and Structuring" at the Hyatt Regency Miami
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.
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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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Tuesday, 07 February 2023 10:48
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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Tuesday, 07 February 2023 19:00
Thom presents for the FICPA Volusia Chapter on techniques CPAs can use to assist their clients with newly proposed IRA distribution regulations, in his seminar, "Shrinking the Estate Tax Target: What CPAs Need to Know" at the LPGA in Daytona Beach
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.
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Tuesday, 24 January 2023 19:03
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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Thursday, 15 December 2022 19:00
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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Wednesday, 07 December 2022 20:00
Brian presents at the FICPA Federal Tax Conference. He discusses blockchain and the taxation of Bitcoin and other cryptocurrencies.
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.
December 8th @ 1:50 PM ET
Visit the FICPA website for more information.
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