JAJohn Apuzzo

1. Article · Aug 26, 2026 · John Apuzzo

   Using Offshore Trusts For Private Equity Investments And Wealth Preservation (opens the original)

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   For individuals who have accumulated significant wealth — including entrepreneurs, business owners, executives, entertainers, athletes, content creators, and those with substantial private equity holdings — protecting assets requires proactive planning. As private equity investments, business interests, and other valuable assets grow, individuals often look for strategies that can help preserve wealth, manage risk, and establish a framework for future generations. One strategy some high-net-wort

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2. Article · Aug 14, 2026 · John Apuzzo

   New IRS Section 987 Rules: What Every Business Owner With Foreign Operations Needs To Know (opens the original)

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   The IRS has finalized significant foreign currency regulations that may affect you if your business operates overseas through a foreign branch, office, or hybrid entity — which the IRS refers to as a qualified business unit (QBU). Compliance generally begins for tax years starting after December 31, 2024 (calendar year 2025 for most taxpayers). The new regulations modernize how taxpayers calculate and report foreign currency gains and losses under Section 987 of the Internal Revenue Code. Histor

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