Webinars

Convert to my timezone

TitleDateStart TimeDurationRegister
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
Register
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
Register
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
Register
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
Register
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
Register
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
Register
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
Register
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
Register

Have a Question?