Thursday, 28 January 2021 00:00
Gary and Brian present with Swiss-based Registered Investment Advisors, Nick Frick and Sabina Weber Sauser from UBP Investment Advisors, their seminar, "Foreign Trust Tax Compliance and Diversification from the U.S. Dollar" via Live National Webinar
Foreign Trust Tax Compliance and Diversification from the U.S. Dollar
This seminar provides an overview of federal compliance rules regarding the administration of foreign trusts, foreign accounts owned by both domestic and foreign trusts, and required filings under the Internal Revenue Code, Financial Crimes Enforcement Network (FinCEN), and Foreign Account Tax Compliance Act (FATCA). Attendees will learn about the advantages provided by a Swiss-based RIA and international diversification from the U.S. dollar. Focused investment strategies and current trends in international wealth planning are also provided.
Thursday, January 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 21 January 2021 00:00
Eric and Skip present their seminar, "Dealing with Legal Threats and Lawsuits in the Business of Healthcare" for the Northeast Florida Medical Group Management Association (MGMA) via Live Webinar
Dealing with Legal Threats and Lawsuits in the Business of Healthcare
In this seminar, we discuss key action steps healthcare providers can take to reduce exposure to legal risk – from proper corporate structuring, documentation, and risk management, to responding to threats and dealing with lawsuits. Learn the mechanics of insulating a valuable healthcare business from legal attack. Topics include: Structuring for legal insulation, risk management, responding to threats and demands, and, when unavoidable, dealing with lawsuits.
Thursday, January 21th @ 11:30 AM ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Tuesday, 19 January 2021 00:00
Gary presents two seminars, "How Asset Protection Plans Fail" and "You May Transfer Assets Freely (But Not Really)" for the New York State Society of CPAs (NYSSCPA) via Live National Webinar
How Asset Protection Plans Fail
This seminar focuses on the practical aspects of the law of asset protection. Through real world examples, attendees learn why relying exclusively on “Asset Protection” may be a mistake. Attendees further discover why the most effective personal asset preservation tools are implemented as part of a comprehensive personal plan that demonstrates intent beyond creditor protection. Finally, the seminar provides simple, yet key insights into the practical considerations that can influence the effectiveness of protective planning.
You May Transfer Assets Freely (But Not Really)
In this seminar, attendees learn why debtors may move assets freely prior to a judgment being entered. Certain late transfers may be unwound and even get debtors (and their advisors) into trouble. Attendees will learn how best to avoid fraudulent transfers and to implement effective planning.
Tuesday, January 19th @ 9 AM ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 14 January 2021 00:00
Gary and Brian discuss current estate planning opportunities due to the shift in government control and the on-going pandemic, in their seminar, "The Death Tax and Democrat Control" via Live Webinar
The Death Tax and Democrat Control
The shift in government control coupled with the global pandemic present estate planning opportunities, due to lower asset valuations and interest rates. Federal transfer taxes may be avoided by moving assets at a reduced gift tax. The imminent risk of increases in U.S. transfer taxes calls for urgency in such planning.
Thursday, January 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 17 December 2020 00:00
Eric discusses "5 Things New Physicians Need to Understand about Law and Finance" with financial advisor Michael Clark from Raymond James Financial via Live National Webinar
5 Things New Physicians Need to Understand about Law and Finance
Thursday, December 17th @ 12 Noon ET
No registration necessary for this (no cost) event. Simply enter the Zoom Meeting slightly before the start time.
Published in
Press Releases
Thursday, 10 December 2020 00:00
Thom kicks off the FICPA's Federal Tax Conference with a discussion on the SECURE Act in his seminar, "Did your IRA Planning Survive the 2019 SECURE Act?" via Live Video Broadcast
Did your IRA Planning Survive the 2019 SECURE Act?
Learn about IRA distribution rule changes affecting both owners and named beneficiaries. Actionable measures for salvaging a stretch-out for beneficiaries in light of the new 10-year limit are also discussed.
Thursday, December 10th @ 8 AM ET
Visit the FICPA website for more info.
Published in
Press Releases
Tuesday, 08 December 2020 00:00
Teresa and Eric discuss new elder exploitation laws imposed on medical & health professionals in Florida in their seminar, "What All Medical Professionals Should Know about Florida’s New Elderly Exploitation Laws" via Live National Webinar
What All Medical Professionals Should Know about Florida’s New Elderly Exploitation Laws
Learn about the duties put on Medical Professionals to report financial exploitation and abuse of the elderly and other vulnerable adults. Practical advice for medical and health professionals to ensure they adhere to the new laws is provided, as well as, the potential legal consequences for failure to do so.
Tuesday, December 8th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Friday, 04 December 2020 00:00
Gary discusses the protective advantages offered by the modern LLC over other business entities in his latest seminar, "LLC Structuring" via Live National Webinar
LLC Structuring
Learn about initial considerations for entity formation, choosing jurisdictions, and choice of governing law. Offshore asset protection options are also discussed.
Friday, December 4th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Thursday, 19 November 2020 00:00
Eric further expands our First 30 Minutes series on Medical and Health Law topics with a discussion on medical directorships in his seminar, "Becoming a Medical Director in Florida: 5 Things to Know" via Live National Webinar
Becoming a Medical Director in Florida:
5 Things to Know Before Agreeing to Serve as a Medical Director
5 Things to Know Before Agreeing to Serve as a Medical Director
In Florida, health care clinics can be owned by physicians and non-physicians alike. But corporate-owned health care clinics generally must have a dedicated medical director. Florida places a lot of responsibility – and potential liability – on the medical director. In this latest First 30 Minutes episode, we discuss the issues that most often come up in the first 30 minutes of our legal consultations with clients about medical directorships.
Thursday, November 19th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Tuesday, 10 November 2020 00:00
Gary and Brian examine different jurisdictional options and federal taxation pertaining to U.S. resident and non-resident grantors, trustees, and beneficiaries in their seminar, "Foreign Asset Protection Trusts" via Live National Webinar
Foreign Asset Protection Trusts
In this seminar, we present an overview of foreign asset protection trusts, examination of different jurisdictional options, and federal taxation for U.S. resident and non-resident grantors, trustees, and beneficiaries, and related compliance issues.
Tuesday, November 10th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
