Tuesday, 22 August 2023 20:00
Foreign Trusts: Income Tax and the U.S. Grantor
Article Written for:
Tuesday, 11 July 2023 20:00
Gary discusses asset protection trusts and LLCs, exploring domestic and offshore options, advantages, disadvantages, and tax strategies in his seminar, "Global and Domestic Asset Protection Options: A Worldwide Comparison" via Live National Webinar.
Global and Domestic Asset Protection Options: A Worldwide Comparison
In this seminar, we present an overview of asset protection trusts and LLCs, offered domestically and offshore. Discussion will include advantages of foreign statutes and case law over similar domestic asset protection tools (and vice versa). Tax strategies will also be discussed.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 08 June 2023 12:41
The Inheritance Tax under IRC §2801
Article Written for: TaxStringer, the NYSSCPA's (New York Society of Certified Public Accountants)
The Heart Act added a new federal Inheritance Tax on certain lifetime and testamentary dispositions to U.S. recipients, made by a “covered expatriate.” This is the second article in our two-part series on the expatriation tax.
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Thursday, 18 May 2023 20:00
Gary presents on the advantages and pitfalls of DAPTs and Foreign Asset Protection Trusts. Judicial perspective and notable cases are also discussed in his seminar, "Domestic Asset Protection Trusts (DAPTs)" for the National Business Institute.
Domestic Asset Protection Trusts (DAPTs)
In this seminar, we discuss trusts designed to protect assets from creditors while allowing individuals to maintain some level of control over trust asset. We explain the various types of trusts, and the differences between them. We discuss the increasing popularity of DAPTs and provide an overview of the factors to consider when forming one. Lastly, we provide examples of notable cases related to DAPTs, and compare DAPTs with Foreign Asset Protection Trusts.
Friday, May 19th @ 2:45 PM ET
Visit the National Business Institute 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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Wednesday, 01 February 2023 11:12
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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Sunday, 29 January 2023 19:00
Estate and Gift Tax Rules for Noncitizens
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, 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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ForsterBoughman
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Orlando (Maitland), Florida 32751
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida 32751
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Toll-free: (855) WP-GROUP
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