Wednesday, 12 January 2022 19:00
Eric and Gary present on LLC charging orders from both creditor and debtor perspectives for the National Business Institute
LLC Charging Orders: Creditor and Debtor Perspectives
A charging order provides a creditor with a lien on an LLC member's financial rights, allowing, in some cases, the creditor to seize distributions to the owner-debtor. Learn how business members can protect their interests and understand the rights charging orders confer to creditors.
Thursday, Jan. 13th @ 2 PM ET
Please contact the National Business Institute for more info.
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Wednesday, 08 December 2021 19:00
Brian provides an overview of how cryptocurrencies and blockchains work and are taxed in his seminar, "Taxation on the Purchase and Sale of Crypto-Currencies" at the FICPA's Federal Tax Conference.
Taxation on the Purchase and Sale of Crypto-Currencies
In this seminar, we present an overview of how cryptocurrencies and blockchains work and are taxed. General analysis of cryptocurrency income tax planning and compliance is also discussed.
Thursday, December 9th @ 1:50 PM ET
Visit the FICPA website for more information.
Thursday, December 9th @ 1:50 PM ET
Visit the FICPA website for more information.
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Wednesday, 08 December 2021 20:00
Thom discusses the SECURE Act and the CARES Act in his seminar, "Worried About Inflation? You Should Worry About Your IRA Planning" at the FICPA's Federal Tax Conference
Worried About Inflation? You Should Worry About Your IRA Planning
In this seminar, we discuss ways to salvage a stretch-out for beneficiaries in light of the new 10-year limit, review the temporary Covid distribution rules under the CARES Act, and provide an update on the new IRA rules under the Build Back Better Act.
Thursday, December 9th @ 11 AM ET
Visit the FICPA website for more information.
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Monday, 15 November 2021 19:00
Eric and Kathryn are back to discuss social media and ethical concerns, specifically related to healthcare businesses and medical providers in their seminar, "Social Media & Ethics for Healthcare Businesses" via Live National Webinar
Social Media and Ethics for Healthcare Businesses
In this seminar, we discuss the legal risks and potential ethical complications that can arise when healthcare businesses and providers engage in the use of social media. Attendees will learn about the legal and ethical concerns that are unique to healthcare businesses along with the key components of an effective social media policy.
Tuesday, Nov. 16th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Monday, 08 November 2021 19:00
Gary and Brian present at the Probate & Pumpernickel where they will discuss legislative trends pertaining to asset protection and tax mitigation in their seminar, "Corporate and Individual Structuring with LLCs and Trusts"
Corporate and Individual Structuring with LLCs and Trusts
In this seminar, we provide insight into the latest judicial guidance and legislative trends pertaining to asset protection and tax mitigation. Attendees will learn the latest strategies for entity formation, choosing jurisdictions, and choice of governing law.
Tuesday, Nov. 9th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 25 October 2021 20:00
Eric and Kathryn discuss the legal risks and potential ethical complications that can arise when businesses and their employees engage in the use of social media in their seminar, "Social Media & Ethics for Business Owners" via Live National Webinar
Social Media and Ethics for Business Owners
Technology and social media offer great potential benefits for businesses to reach vast audiences. In this seminar, we discuss the legal risks and potential ethical complications that can arise when businesses and their employees engage in the use of social media. Attendees will learn how to distinguish between business and personal use of social media and the key components of an effective social media policy for business.
Tuesday, Oct. 26th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Tuesday, 19 October 2021 20:00
Thom discusses the impact the Reconciliation Act will likely have on estate and gift taxes in his seminar, "Preparing for the Reconciliation Act: An Estate & Gift Tax Update" via Live National Webinar
Preparing for the Reconciliation Act: An Estate & Gift Tax Update
The proposed estate and gift tax changes will be dramatic. Now is the time to act. Clients need to take action to reduce exposure to estate taxes. In this seminar, we discuss the changes to estate and gift tax laws being proposed in the Reconciliation Act.
Wednesday, Oct. 20th @ 12 Noon ET
Register for this Live (no cost) seminar.
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Wednesday, 13 October 2021 20:00
Gary and Brian explain how to fortify protective structures by integrating protections available in their latest seminar, "Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling" via Live National Webinar
Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling
In this seminar, we reveal how protections available through LLCs, trusts, titling and statutory exemptions may be combined to fortify protective structures. Tax efficient strategies to integrate these techniques are also discussed.
Thursday, October 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 29 September 2021 20:00
Eric and Kathryn discuss confidential information & nondisclosure agreements with emphasis for the medical & technology professional in their seminar, "Understanding Confidentiality and Nondisclosure Agreements" via Live National Webinar
Understanding Confidentiality and Nondisclosure Agreements
Confidential information is a valuable business asset and protecting it should be a business priority. In this seminar, we explore the various types of confidential information and the various forms of confidentiality and nondisclosure agreements. We review the factors to consider when structuring a specific agreement. Attendees will learn best practices for protecting confidential information and abiding by confidentiality obligations to other parties.
Thursday, September 30th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Tuesday, 21 September 2021 20:00
Gary and Brian discuss the tax impact of expatriation on U.S. citizens, permanent residents, and U.S. assets in their latest seminar, "Tax Expatriation of People and Assets" via Live National Webinar
Tax Expatriation of People and Assets
This seminar covers the U.S. tax impact of expatriation. Discussions will cover both the expatriation of (i) U.S. citizens and permanent residents and (ii) U.S. assets. The deemed sale imposed on expatriating individuals will be explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.
Wednesday, September 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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