Domestic and International Asset Protection and Tax Planning for CPAs In this seminar, we discuss protective strategies and structuring considerations for CPAs. Topics include modern conglomerates, domestic and international trusts,…
Florida Guardianship Law: Protecting the Elderly and Preventing Abuse In this seminar, we examine the state of Florida’s Guardianship Law in 2025 and explore whether it provides sufficient protection for…
Tax & Tonic: Practical advice for sophisticated CPAs Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on…
Crisis Management for Healthcare Practices Facing Audits and Denials In this seminar, we discuss how healthcare practices can effectively respond to audits and denials without panic. Discover how to recognize…
National Business Institute (NBI) Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles." In…