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Federal and California Tax Update for Businesses and Estates | 4181501G
December 18, 2018
San Francisco Peninsula
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Events and Programs
SF International Tax: International Life Insurance Solutions for Global Citizens: Overview | L2121017
Frank W Seneco
October 26, 2017 8:30 AM - 9:30 AM
Spott Lucey & Wall Inc CPAs
Level of Difficulty :
CPE Credits :
The presenters will cover the unique features of life insurance as a planning tool:
- contractual guarantees, tax benefits across border
- the internationally compliant financial savings vehicle
- currency diversification and global wealth structuring tool
- simplified reporting for CRS/FATCA
- privacy and confidentiality afforded by life insurance
Life insurance is an integral part of asset preservation and wealth transfer strategies.
1. Learn an overview of international life insurance solutions for global citizens
2. Gain strategies associated with the use of life insurance
3. Understand implications associated with the use of life insurance as a planning tool
- Pre-immigration to U.S.
- Foreign non-grantor trust with U.S. Beneficiaries
- Asset Protection
- Dual Citizenship/U.S. Person Status
- CRS Reporting Compliance
The presentation will take place in Suite 1400
Level of Difficulty:
Field of Interest:
Attorneys, Bankers, CPAs, Enrolled Agents, Financial Planners, Insurance Agents and Real Estate Agents
Frank W Seneco
Frank W. Seneco is the President of Seneco & Associates, Inc., one of the leading advanced planning firms with a specialty in structuring sophisticated life insurance solutions. He is also President of Seneco Global Advisors Ltd., an offshore insurance consultancy and is a partner in CGS Financial Solutions LLC, an administrative platform for private placement life insurance. In conjunction with his partners, staff and retained network of specialists, he works with domestic and international families who have significant wealth. Assisting them to meaningfully enhance their wealth, tax-efficiently transfer their wealth to the next generation and protect their wealth from unjust lawsuits. Furthermore, Frank is recognized as a leading authority on structuring private placement life insurance solutions for the extremely affluent. Frank is a frequent speaker on these topics, regularly speaking to other professionals and ultra-affluent families. He has written for a variety of trade publications including Private Wealth, Elite Traveler and INC. Magazine’s Business Owners Council. He is a co-author of the book “Protecting the Family Fortune” and “Maximizing Personal Wealth.” Frank is a member of the Association for Advanced Life Underwriting (AALU), and The International Forum. He is also a Principal and on the former Chairman of the Board of Directors of the nationally recognized producer group, First Financial Resources.
Elena Smirnov-Otis, CFP®, TEP®, CLU®, Asset-Protection-Focused Financial Planner, and International Life Insurance Practitioner. Principal of Global Asset Protection Solutions (San Jose, CA) Russia-born, Elena has been working in the financial services industry in the U.S. since 1999. Her professional practice includes developing sophisticated, tailor-made solutions for individuals, families, business owners, and trusts in the areas of advanced estate planning, business planning, charitable giving, and tax efficient asset management, with a strong focus on risk protection. Elena holds Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations in the United States. In addition, she is an Accredited TEP member of the global network of Trust and Estate Practitioners (www.STEP.org). Working collaboratively with other trusted advisors, Elena specializes in designing and implementing advanced, life-insurance-based planning strategies for successful entrepreneurs, families, trusts, and businesses, both in the U.S. and internationally.
No Agenda or Materials posted.
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