Wednesday, 18 November 2026 00:00
Eric continues his series this month covering HIPAA compliance and regulations in his seminar: "Building a Healthcare Practice in Florida: Part V | Confidentiality and Compliance" via Live National Webinar
Building a Healthcare Practice in Florida: Part V | Confidentiality and Compliance
In this seminar, we examine how a practice holds and protects patient information: where it lives, who can reach it, how it is secured, and what happens when it leaves the practice through vendors, devices, and email. Most new practices adopt a HIPAA policy manual and assume the work is done. The manual is not the obligation. It is evidence of the obligation. Attendees will learn what the Privacy, Security, and Breach Notification Rules actually require of a small practice; why the written risk analysis is the one document enforcement actions turn on; what Florida requires beyond the federal rules; and what to do when something goes wrong, including the federal and state notification clocks that run on different timelines. This seminar is designed for physicians, physician assistants, nurse practitioners pursuing autonomous practice, medical directors, and healthcare entrepreneurs.
Wednesday, November 18th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 17 November 2026 00:00
Brian presents for the FICPA’s 2026 Digital Evolution Summit with his seminar: "Beyond the Hype: How Digital Assets Are Reshaping Accounting" at the Margaritaville Hollywood Beach Resort
Beyond the Hype: How Digital Assets Are Reshaping Accounting
Digital assets are moving beyond speculation and into mainstream business, creating new responsibilities and opportunities for accounting professionals. From cryptocurrency and stablecoins to blockchain-enabled transactions and tokenized assets, accountants must be prepared to address the financial reporting, audit, tax, internal control, and risk implications these technologies create. This session will cut through the hype and examine how digital assets are being used in practice, where the greatest risks and misconceptions remain, and how the accountant’s role is evolving alongside them. Attendees will gain a practical understanding of the developments shaping the profession, the questions they should be prepared to ask, and the knowledge and skills that can help them stay relevant in a rapidly changing financial landscape.
Tuesday, November 17th @ 11:25 AM ET
Visit the FICPA website for more information.
Tuesday, November 17th @ 11:25 AM ET
Visit the FICPA website for more information.
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Tuesday, 17 November 2026 00:00
Gary meets with CPAs in Palm Springs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Billy Reed's Restaurant, Bakery, and Bar in California
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 international, corporate and estate tax matters.
Tuesday, November 17th @ 5 PM PT
Billy Reed's Restaurant, Bakery, and Bar
1800 N Palm Canyon Dr,
Palm Springs, CA 92262
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Thursday, 15 October 2026 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, October 15th @ 1 PM ET
Register and catch-up with Eric.
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Monday, 19 October 2026 00:00
Eric continues his series on building a healthcare practice with his seminar: "Building a Healthcare Practice in Florida: Network & Payer Readiness (Credentialing, Contracting & Getting Paid)" via Live National Webinar
Building a Healthcare Practice in Florida: Part IV | Network & Payer Readiness Credentialing, Contracting & Getting Paid
In this seminar, Eric discusses how a Florida healthcare practice gets paid, from provider enrollment and credentialing through payer contracting, reimbursement, audits, and appeals. Attendees will learn the legal and regulatory consequences of enrollment errors, what payer contracts actually commit the practice to, how fee schedules and unilateral amendment rights can affect the economics after signing, and why reimbursement differs for nurse practitioners and physician assistants. We also explore payer recoupment authority, overpayment rules, how far recoupment can reach, and the short deadlines practices face when responding to a demand. Designed for physicians, physician assistants, nurse practitioners pursuing autonomous practice, medical directors, and healthcare entrepreneurs.
Monday, October 19th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 14 October 2026 00:00
Gary examines the heart of LLC governance and protections, the Operating Agreement, in a featured session at the National Business Institute seminar: "Multi-Entity & Holding Company Structures for Asset Protection"
Multi-Entity & Holding Company Structures for Asset Protection
In this seminar, Gary explores how a properly drafted Operating Agreement addresses management of LLC asset and business operations, family succession, creditor protection and potential disputes. He also discusses the costs and exposures of inadequately drafted Operating Agreements. The discussion covers essential operating agreement provisions, choice of jurisdiction, best practices for maintaining corporate separateness and common mistakes that can lead to exposure.
Wednesday, October 14th @ 11:45 AM ET
Visit the National Business Institute website for more information.
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Wednesday, 23 September 2026 00:00
Eric explores Florida healthcare licensing and practice requirements in his seminar: "Building a Healthcare Practice in Florida: AHCA Licensing, Exemptions, Scope of Practice, and Medical Director Requirements" via Live National Webinar
Building a Healthcare Practice in Florida: AHCA Licensing, Exemptions, Scope of Practice, and Medical Director Requirements
In this seminar, we examine the regulatory requirements that determine whether a Florida healthcare practice can legally operate under its proposed structure. Attendees will learn when AHCA licensure may be required, how common exemptions apply, and why ownership, control, services, and business structure can affect whether an exemption remains available. The seminar also explores scope-of-practice requirements for physicians, autonomous and non-autonomous APRNs, and physician assistants, as well as when a supervising, collaborating, or medical director relationship may be necessary. Designed for physicians, physician assistants, nurse practitioners pursuing autonomous practice, medical directors, healthcare entrepreneurs, and non-licensed professionals interested in owning a clinic.
Wednesday, September 23rd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 17 September 2026 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, September 17th @ 1 PM ET
Register and catch-up with Eric.
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Tuesday, 01 September 2026 00:00
Gary and Brian meet with New York City CPAs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Let's Meat BBQ in NYC
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 international, corporate and estate tax matters.
Tuesday, September 1st @ 6:15 PM ET
Let's Meat BBQ
307 5th Avenue,
New York, NY, 10016
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Thursday, 20 August 2026 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, August 20th @ 1 PM ET
Register and catch-up with Eric.
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