Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
March 9, 2017
Charitable Planning – Partnering with “Your” Charity
March 13, 2017What 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.
PREVIEW:
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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When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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