On Saturday, February 24th, COO and Finance Director Bob Chesner once again presented at Tony Robbins’ Platinum Partnership event, held this year in Sun Valley, Idaho. Bob’s presentation highlighted the power of private placement life insurance in creating abundant tax-free retirement income. We’re thrilled that Bob was once again extended the incredible opportunity to share his passion among such distinguished company.
On June 13, Tax and Accounting Director Peggy Ugent was a featured speaker at the American Institute for Certified Public Accounts’ 2017 Advanced Estate Planning Conference in Las Vegas, Nevada. Her presentation, entitled “Looking Beyond our Borders – U.S. Income, Estate and Gift Tax Implications,” examined the complexities surrounding U.S. taxation and the reporting requirements of individuals and businesses with cross-border activities. You can click here to download her presentation.
Ms. Ugent, who is the Vice-Chair of the AICPA’s Trust, Estate and Gift Technical Resource Panel, also joined other members of the panel on the morning of June 15 for the AICPA Trust, Estate & Gift Tax Policy & Advocacy Update.
On Monday, February 20, Bob Chesner will have the distinct pleasure of once again presenting at Tony Robbins’ Platinum Partnership event. This year, the event will be held in Whistler, British Columbia at the Fairmont Chateau Whistler. Bob will be presenting on the power of private placement life insurance and creating unlimited tax-free retirement income. We’re thrilled that Bob will once again have the incredible opportunity to share his passion among such distinuished company.
Today Partner Michael H. Ripp, Jr. gave a presentation entitled “Life Insurance and Annuities: Effective Tools for Pre-Immigration Tax Mitigation” at the 25th Annual International Tax Conference in Miami, Florida. His presentation brought to bear his inbound-tax expertise on the various applications of life insurance and annuity products for mitigating the U.S. tax consequences of either temporary or permanent immigration to the U.S., and emphasized the use of private-placement contracts and other cost-efficient products of particular interest to the high-net-worth immigrant.
GSRP Partner Michael Ripp will present “Life Insurance and Annuities: Effective Tools in Pre-Immigration Tax Mitigation” at the 35th Annual International Tax Conference. Scheduled for January 5 and 6 in Miami, the conference is sponsored by the Tax Section of the Florida State Bar Association. The session will addresses the various applications of life insurance and annuity products for mitigating the federal tax consequences of immigrating to the U.S., whether temporarily or permanently. It will also emphasize the use of private placement contracts and other cost-efficient products of particular interest to the high net worth immigrant.
Michael’s primary expertise is advising non-U.S. individuals regarding the tax and legal issues involved in pre-immigration planning, temporary residency, and planning for gifts to their U.S.-resident families, both during lifetime and at death. A significant portion of his practice also involves advice regarding mechanisms for deploying leverage in the acquisition or monetization of assets, including real estate.
Michael H. Ripp, Jr., one of three GSRP attorneys recently admitted to the international professional network IR Global, will be attending their annual conference October 9-11 in Amsterdam. This is the first time the event will be held outside of London.
Amsterdam is a vibrant city known for business, culture and creativity. The city is also home to a fascinating mix of different nationalities and customs; it is with great pleasure that we await the opportunity to meet an array of illustrious peers from all corners of the globe!
We are very excited to announce that GSRP partner Cindy Grossman will be presenting “Micro-Captives: The Insurance Company You Keep” for the Dallas Bar Association in Dallas, Texas on April 4th. Cindy’s corporate and partnership transactional and tax practice on the state, federal, and international level will inform her remarks about this controversial insurance structure that has generated considerable attention in the last few years. She will discuss the structural features, benefits, risks, and practical aspects of forming a micro-captive insurance structure for clients’ companies.
Bob Chesner presents “Beyond the IRA and 401(k): Creating Unlimited Tax-Free Retirement Income” on the topic of Private Placement Life Insurance at the Tony Robbins Platinum Partnership meeting in Sun Valley, Idaho on February 27, 2016.
Tom Bounty presents “How to Structure an Investment using a PPLI Policy to Achieve the Desired Results” at the IBC 5th Annual Event (UK): Private Placement Life Insurance (PPLI) and Annuities (PPVA) 2014 in London on May 20th.
Peggy Ugent presents “The New 3.8% Tax on Net Investment Income—Ready or Not!” at the Winter Meeting of the Texas Association of Certified Public Accountants on February 7th.
Leslie Giordani presents a CLE webinar, “Private Placement Life Insurance: Income and Estate Tax Planning for Wealthy Families,” with Tom Bounty and Amy Jetel for the American Law Institute – American Bar Association Section of Real Property, Trust & Estate Law.