Webinars

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Tax Landmines for Americans Investing Abroad The tax & regulatory landscape for Americans & U.S. connected persons is constantly changing. In this webinar we’ll cover areas such as:

- Who is a U.S. connected person
- FATCA compliant wealth management
- Financial planning fundamentals – goals and time horizons
- Investment options for U.S. connected persons
- PFICs – do you have one and is it time to get out
- Financial planning in home and host countries

This is a joint webinar between Esquire Group and Beacon Global Group. Jimmy Sexton, LL.M., Founder & CEO of Esquire Group, will be presenting on behalf of Esquire Group and David Bellingham, Managing Director of Beach Global Group Europe, will be presenting on behalf of Beacon Global Group.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
May 30, 201811:00 PDT1 hour
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Why You Should Consider Structuring Your Family Office Using a Private Trust Company The structures of Family Offices are as varied as the families that utilize them. Through the years I have seen everything from family offices whose formal structure was well thought out and meticulously implemented to those that have no formal structure at all, and whose inner workings function more like a mom and pop shop than as a family office.

I truly believe that setting up or restructuring a family office needs to be approached in the same way you would approach setting up or restructuring any business. You need to identify the goals and functions of the family office and then come up with a plan for achieving them.

At a minimum, a family office should provide the family with wealth management, family governance, succession planning, and centralized management.

A private trust company can provide the perfect platform for providing all of these functions, and much more. Private trust companies have gained popularity in the past few years because many families don't want to entrust their wealth to third-party trustees.

In this webinar we will explain what private trust companies are, how they work, and what their benefits.

There will be a Q&A session at the end of the presentation.

A recording of this webinar will be posted on our YouTube channel after the webinar. Our YouTube channel can be found at: www.youtube.com/esquiregroup

This webinar is being presented by Esquire Group.
Jun 5, 201810:00 PDT1 hour
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GILTI & FDII - The Dealio The tax world loves nothing more than good acronym, hence GILTI & FDII, both of which were enacted as part of the US' 2017 Tax Reform.

What does GILTI and FDII stand for? GILTI stand for "Global Low-Taxed Intangible Income" and FDII stands for "Foreign Derived Intangible Income".

GILTI is a new tax provision that taxes US shareholders of foreign corporations on their foreign corporations' profits derived from certain types of income, whether or not the US shareholder actually get any money!

FDII offers US corporations a lower tax rate on certain foreign income than on domestic income.

In this webinar we will explain GILTI and FDII, their pitfalls, and how to take advantage of them to benefit you!

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Jun 20, 201810:00 PDT1 hour
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Entity Classification Elections Did you know that LLCs can be taxed as disregarded entities, partnerships, or corporations? Did you know what their default classification is? Did you know that the default classification for domestic and foreign LLCs is different? Did you know the pros and cons of the various different tax classifications?

If you don't know the answers to these these questions, don't worry, we'll give you the low-down in this webinar.

There are many tax advantages to be reaped by choosing the right entity classifications for your entities!

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Jul 2, 201810:00 PDT1 hour
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Tax-Free Dividends for US Corporations Thanks to the New Participation Exemption US corporations can now receive dividends from their foreign subsidiaries tax-free! US individuals, on the other hand, aren't quite as lucky. US individual have to pay tax on dividends they receive from foreign corporations they own.

The US' 2017 Tax Reform created a 100% Dividends Received Deduction, commonly known as a participation exemption, which allows US corporations to receive dividends tax-free from their foreign subsidiaries. This is great news for US corporations with foreign subsidiaries!

In this webinar we will explain how the new participation exemption works, who qualifies for it, and how to take advantage of it! We will even talk about how individuals can restructure themselves to take advantage of the participation exemption.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Jul 19, 201810:00 PDT1 hour
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Partnership Withholding for U.S. Partnerships with Foreign Partners Did you know that US partnerships, including LLCs taxed as partnerships, are required to withhold tax from a foreign partners' allocable share of partnership income and pay it to the IRS? Failure to do so subjects the partnership to penalties!

In addition, the 2017 Tax Reform enacted a new law requiring purchasers of partnership interests from foreigners to withhold part of the purchase price and pay it to the IRS. And, of course, failure to do so results in hefty penalties.

In this webinar we will explain the partnership withholding rules for foreign partners, what you need to do to comply, the penalties for failure to comply, and how to fix noncompliance.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Jul 31, 201810:00 PDT1 hour
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FATCA & CRS Entity Classifications FATCA and/or CRS evoke a wide range of emotions, none of them positive. In the era of automatic exchange of information pursuant to FATCA and CRS, entities opening bank or other financial accounts are required to complete a plethora of forms, including the daunting W-8BEN-E.

These forms require entities to state their FATCA and/or CRS classifications. Why this may sound simple, it isn't. Many classifications are similar to one another, and determining which classification is correct can be nearly impossible. And, often the compliance requirements between two seemingly similar classifications can be quite different, with the compliance requirements of one classification being significantly more burdensome than the other.

In this webinar we will give you a primer on FATCA and CRS classifications, including an explanation of the differences between the most common classifications and their associated reporting requirements. We will also touch on how Intergovernmental Agreements (IGAs) vary the default FATCA rules.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Aug 14, 201810:00 PDT1 hour
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Did You Pay Your Repatriation Tax? The US' 2017 Tax Reform levies a one-time deemed repatriation tax on U.S. shareholder of controlled foreign corporations with tax deferred income.

There is a lot of confusion regarding who the tax applies to, how to calculate it, and how to pay it. In this webinar we will explain everything you need to know so you can be confident in your compliance!

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Aug 28, 201810:00 PDT1 hour
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2018 PFIC Update What is a PFIC? Something you never want to encounter. And, if it is something you have encountered, its something you never want to encounter again!

Most people hear PFIC and think that they definitely don't own one of these. The truth is, PFICs are very common; foreign mutual funds are PFICs!

PFIC stands for Passive Foreign Investment Company, and The US' draconian taxation of them is so unfavorable that any gain from the them is often eaten up by the tax.

In this webinar we will explain PFICs, what they are, how they are taxed, and strategies for minimizing their negative tax consequences, including elections that can help ease the tax burden!

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Sep 12, 201810:00 PDT1 hour
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Using Foreign Nongrantor Trusts for Estate Planning Foreign "offshore" trusts are often marketed to Americans for estate planning and asset protection purposes. This webinar is not about that. This webinar is about how non-US persons with US heirs can use foreign trusts to shield their assets from the US tax system, even after they pass away.

You see, the US is country of immigrants, meaning that many people move to the US from other countries. These people typically leave family, such as parents and grandparents, back in their country of origin.

What happens if the US person's foreign parent or grandparent dies and leaves them an inheritance? I'll tell you. The good news, the US doesn't tax inheritances from foreigners. The bad news, once owned by the US person, income from the inherited assets will be taxed by the US and subject to US estate tax when they die. This outcome is especially troubling if the estate from the foreign person is substantial.

There is a solution to this problem! A properly structured foreign trust can shield the inheritance and its associated income from US taxation! We'll explain how in this webinar.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Sep 25, 201810:00 PDT1 hour
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The Hidden Dangers of Public Beneficial Owner Registries We live in the age of transparency, which brings with it new and unique challenges, especially when it comes to privacy.

Over the past several years there have been the Panama Papers, the Paradis Papers, and LuxLeaks. And, governments demonized those whose names appeared in the leaks. The thing is, the vast majority of those "exposed" in the leaks did nothing wrong or illegal. Nonetheless, governments are using these leaks in their propaganda in support of more transparency. Enter Public Beneficial Owner registers, which are quickly being implemented worldwide.

I am all for complying with the law and doing things legally, and would never advise a client otherwise. That said, pubic registries pose a grave security risk to high-net worth individuals and can impede business' competitiveness.

In this webinar we will discuss some of the risks public registries pose to high-net worth individuals and businesses, who will be reported in the registries, and strategies to maintain your privacy.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Oct 9, 201810:00 PDT1 hour
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Foreign Financial Institution FATCA Reporting Obligations In this webinar we will discuss the FATCA reporting requirements of foreign trusts, hedge funds, trust companies, investment companies, and the like.

FATCA has become a way of life for most foreign banks and large FFIs. In fact, they have entire departments dedicated to ensuring their continued FATCA compliance. But what about foreign trusts, hedge funds, trust companies, investment companies, and the like that don't have FATCA compliance departments? Unfortunately, they are often left in the dark because they don't understand or even know what their FATCA reporting obligations are.

In this webinar we will not only explain the FATCA reporting obligations of these entity types, but explain what you should do in the event you aren't FATCA compliant.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Oct 23, 201810:00 PDT1 hour
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Expatriation Planning - Getting Out without Getting Killed with Taxes Thinking about expatriating? Worried about the tax implications?

In this webinar we will explain what expatriation is, how you do it, its tax implications, and share planning techniques to minimize the tax consequences of expatriation.

Got questions? We got answers? Stay tuned until the end of our webinar, there'll be a Q&A session.

A recording of this webinar will be posted on our YouTube channel (youtube.com/esquiregroup)
Nov 5, 201810:00 PST1 hour
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