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Gulf Coast Chapter: Breaking Down The New Tax Law & Domestic and International Tax and Asset Protection Planning for CPAs

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Sarasota Yacht Club

1100 John Ringling Blvd
Sarasota, FL 34236

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2.0 Credits

Member Price $55.00

Non-Member Price $85.00

Overview

 

Join the FICPA Gulf Coast Chapter for an informative session: “Breaking Down the New Tax Law & Domestic and International Tax and Asset Protection Planning for CPAs.” This program will provide timely insights into recent tax law changes and practical strategies for protecting assets in both domestic and international contexts.


Breaking Down The New Tax Law
Credit(s) and Type: 1 Technical Business 
Speakers Name: Bruce Johnson


The One Big, Beautiful Bill Act (OB3) is transforming tax rules on bonus depreciation, R&D amortization, energy incentives, and more. In this session, Bruce Johnson will outline key provisions, planning opportunities, and industry impacts, giving attendees strategies to maximize benefits and reduce risks.


Domestic and International Tax and Asset Protection Planning for CPAs
Credit(s) and Type: 1 Technical Business
Speaker Name: Gary Forster


In this seminar, Gary Forster will discuss tax options and protective strategies relevant to CPAs. Topics include tax structures, modern conglomerates, domestic and international trusts, jurisdictional choices, cross-border planning, tax changes in the One Big Beautiful Bill Act, and recent Supreme Court decisions. Attendees will gain practical approaches to refine client personal and business structures for stronger creditor protection and improved tax efficiency.

Member Cost: $55
Non-Member/Guest: $85 

Chapter Contact
Debi Gardi
debi@gardicpa.com
941-925-2099  

 

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (800) 342-3197.

 

Tuesday, October 21st

General Session

- Breaking Down The New Tax Law

Bruce Johnson, Partner, Capstan Tax Strategies

Bruce Johnson

In his role as Partner at Capstan Tax Strategies, Bruce works closely with commercial real estate owners, investors, and accounting firms to provide practical,
creative and client-specific solutions. Bruce is well-versed in engineering-based tax strategies, guiding clients through the long-established benefits of cost segregation while introducing newer opportunities now possible under current legislation, including the recent Inflation Reduction Act of 2022.

 

Credits: 1 - Technical Business

This session is available to registrants only.

General Session

- Domestic and International Tax and Asset Protection Planning for CPAs

Gary Forster, Managing Partner, ForsterBoughman

Gary Forster

Gary's 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 spent the first decade of his career structuring and closing some of the largest corporate transactions in the region.  The mergers and acquisitions Gary consummated range from the national consolidation of regional US construction and transportation interests to real estate investment trusts, hospitals and surgical centers.  Gary is one of the few attorneys in Central Florida with experience in cross-border corporate transactions, including a variety of industries ranging from intellectual property concerns to international distribution and manufacturing interests.

Gary's corporate work, with some of the most prominent companies and entrepreneurs in Florida and abroad, led him to expand his practice ?fteen years ago.  Successful clients require substantial tax, estate and asset protection planning.  Gary recognized that certain wealthy clients require a single partner contact, familiar with both business law and tax planning and structuring.  Gary serves that purpose. Gary has designed and drafted hundreds of corporate documents and asset protection plans.

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 ?nancial advisors, now in its second edition.  In 2016, Gary finished the ?rst 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.  For a listing of Gary's recent speaking engagements, see below.

Gary's legislative amendments were adopted as Section 43A of the Nevis LLC Ordinance - Nevis Limited Liability Company (Amendment) Ordinance, 2015.

Credits: 1 - Technical Business

This session is available to registrants only.

Non-Member Price $85.00

Member Price $55.00