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Gary A. Forster

Gary A. Forster

Gary Forster is the managing partner and co-founder of ForsterBoughman.  His practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.  Gary is the author of two books.  In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition.  In 2020, he finished the second edition of The U.S. Estate and Gift Tax and the Non-Citizen, which explains how resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax.  Gary writes and lectures nationally to state bar and CPA groups on the topics of asset protection, international tax and corporate law.  He has also instructed classes at the University of Florida (Levin College of Law) and Rollins College (Crummer Graduate School of Business).  Gary’s articles can be found in such publications as the Florida Bar Journal and the American Bar Association’s Probate and Property Magazine.  Gary earned a B.A. from Tufts University, graduating cum laude with majors in Economics and Spanish Literature.  He received his J.D. from the University of Florida College of Law, graduating with honors.  Gary continued his studies as a graduate fellow at the University of Florida College of Law, Masters of Taxation program, earning an LL.M.  His education also includes studies at the University of Madrid, Oxford University and Leiden University in the Netherlands.  Gary is rated AV-Preeminent by Martindale-Hubbell and speaks Spanish fluently.
Asset Protection and the Latest State Case Law
In this seminar, we discuss how U.S. courts have ruled on entity and trust protections in the various jurisdictions.  This section of the "LLC Rules Changes Guide 2024" program will equip attendees with the knowledge necessary to update appliable asset protection techniques and structures.

Wednesday, March 6th @ 2 PM ET
Visit the National Business Institute website for more information.
Asset Protection Pitfalls
In this seminar, we discuss how advisors and clients have unintentionally undermined asset protection strategies, both domestic and foreign. Attendees will learn about current cases and how to avoid weakening protective structures.

Tuesday, February 6th @ 12:45 PM ET
Visit the National Business Institute website for more information.
Tax & Tonic:  Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.

Thursday, January 18th @ 5 PM ET

La Terraza Cafe and Bar
1109 Brickell Avenue
Miami, FL 33131
Welcome to America: Immigration Tax Planning for the Wealthy using Foreign Trusts
In this seminar, we provide an overview of how the foreign trust may be used to shelter foreign income and assets from US estate and gift tax. Attendees will learn about the timing of funding a foreign structure, when to establish US residency, business entities, and how to abandon a plan without tax implications. We will also explore key topics such as jurisdiction selection and how best to handle foreign and US trust beneficiaries.

Thursday, December 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.

Article Written for:  the CPA Now, PICPA Pennsylvania Institute of Certified Public Accountants 

Foreign trusts generally incur taxable income similar to nonresident noncitizen (NRNC) individuals, with certain limitations on credits and deductions that are source income.1

Structuring and Funding the LLC: Advanced Asset Protection Strategies
In this seminar, we explore advanced asset protection strategies, including the protective aspects of LLCs and how to best combine the LLC with domestic and offshore asset protection trusts. We cover legal cases, domestic vs. foreign options, and the keys to effectiveness. This seminar is ideal for financial and legal professionals.

Friday, October 20th @ 11 AM ET
Visit the National Business Institute website for more information.
Family Limited Partnerships in Estate Planning Program
In this seminar, we explore a wide range of topics raised by the family investment structure. Included in the discussion will be estate and gift tax strategies, distribution and basis issues and how to best protect partnership assets for generations. Attendees will gain insight into selecting the right jurisdiction and how to blend partnership and trust strategies (foreign and domestic). Discussion includes nuances like partnership tax classification and "S" status for family businesses.

Monday, September 25th @ 2 PM ET
Visit the National Business Institute website for more information.

Article Written for:  the CPA Now, PICPA Pennsylvania Institute of Certified Public Accountants 

A foreign trust is generally treated as a nonresident noncitizen (NRNC) holding for U.S. income tax purposes. Therefore, foreign trusts are subject to U.S. income tax only on U.S. source income.[1]

Tax & Tonic:  Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.

Monday, August 28th @ 5 PM ET

The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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.
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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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Contact Info

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


Local:  (407) 255-2055

Toll-free:  (855) WP-GROUP

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.


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