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  • Business Owners & Planning

    Welcome to America – Can You Spare a Buck For the Government?

    $25.00

    When assisting foreign nationals with investing in the U.S., one of the most important discussions will inevitably be the one about taxes. Whether a client or his/her business will be exposed to U.S. taxation and to what extent will depend on the residence of the client. The client might be subject to U.S. taxation on his/her worldwide income – or he/she may be subject to income tax only with respect to “U.S. source income” and income that is “effectively connected” with a U.S. trade or business. The session will highlight some of the areas of U.S. taxation to consider when planning for your inbound investor clients.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Max Riederer von Paar, Esq. & Steven Garmo, Esq. 

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  • Asset Protection

    In the Brave New World of FATCA & Co: Is Offshore Planning Dead?

    $25.00

    Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.

    Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’

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