Dr. Larner's Favorite Quotes:

Saul Larner, Ph.D., LL.M.

18730 Oxnard Street, Suite 208, Tarzana, CA 91356  (310)867-4840
aplan4u@aol.com 
www.larnerpreferred.com

PROFESSIONAL SERVICES:

  • Strong background combining financial, estate and international tax planning experience including offshore and other international tax planning, life insurance, annuities, securities and real estate finance.
  • Familiar with international tax treaties, holding company regimes and the strengths and limitations of the important international tax jurisdictions.
  • Extensive experience in the design of international tax planning structures and in drafting the plan documents.
  • Work effectively both independently and as a team player on large scope projects.

PROFESSIONAL EXPERIENCE:

  • Expertise since 1979 on the multidisciplinary platforms discussed below as an independent contractor  and presently under the trade name of Larner Preferred International with all required securities, insurance and real estate licenses including Registered Investment Advisor.
  • Engineered an offshore planning mechanism to enable a client to minimize a $35 million gain on a $40 million prestigious property.
  • Structured a series of offshore planning mechanisms for the developer of an integral computer component which enabled him to gain immediate liquidity on his unregistered stock.This included the applications of collaring, hedging, pooling and a variable forward contract.
  • Created an entire series of mechanisms for a foreign national with a net worth in excess of $1 billion to restructure his U.S. holdings, avoid costly FIRPTA withholding and to repatriate profits on a tax advantaged basis.
  • All case designs include a highly sophisticated level of tax planning strategies and normally include life insurance policies, annuities, and other securities  with sophisticated case design.
  • Prepared many in depth estate and financial plans and case studies for individuals with a net worth between $25 million and $1.4 billion.
  • Authored business, financial and strategic plans as well as financial related software.
  • Promoted and marketed programs through networking and presentations at major international tax planning conferences where I address business leaders as well as legal and accounting professionals..  This includes the Royal Society of Fellows where I frequently speak, serve on the steering committee and am Director of the International Alumni Association.
  • Member: American College of Forensic Examiners and other international organizations.

EDUCATION:

Master of Law (LL.M.) International Taxation.  St. Thomas University, Miami, FL (2004)  Magna Cum Laude

Doctorate of  Business Administration (Ph.D.) Nova Southeastern University, Ft. Lauderdale,
FL. (1984)

Master of  Science (Finance Major) Florida International University, Miami, FL (1978)

Bachelor of Art  Florida Atlantic University, Boca Raton, FL (1976).

  
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