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  • Business Owners & Planning

    How to Protect Your Business Owner Clients’ Most Valuable Assets

    $25.00

    This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.

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

    Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.

    Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'

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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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