Showing all 3 results

  • Charitable Planning – Partnering with “Your” Charity

    $25.00

    Clients understand passion, intent, and transformational charitable giving. R..J. and Elise will review the technical options as well as the soft side that drives client satisfaction and implementation in the balance of your plan. Learn and understand the financial, tax, legal, and client impact of today’s charitable giving options.

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

    Presented by R.J. Kelly and Elise Webster.

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  • Financial Planning

    What Every Estate Planner Should Know About International Planning

    $25.00

    The U.S. is currently the “Switzerland” of years past, and more and more wealthy non-U.S. persons are investing in moving to the U.S. However, absent planning, these individuals will be unnecessarily subject to significant U.S. income and transfer tax. Jonathan will discuss the increasing importance of the rules surrounding typical international client scenarios, planning options, and traps for the unwary.

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

    Presented by Jonathan A. Mintz, 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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