Monday, 30 August 2021 00:00
Gary and Brian return to New York City to present their seminar, "Domestic & International Asset Protection for the CPA" for the New York State Society of CPAs at St. John's University
Domestic and International Asset Protection for the CPA
In this seminar, we discuss which domestic and international jurisdictions best protect business owners and investors and how the U.S. courts have interpreted such protections. Related tax issues are also discussed. Attendees will learn about the strengths and weaknesses of LLCs and trusts available domestically and abroad.
LIVE from the St. John's University Campus
Tobin School of Business Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
LIVE from the St. John's University Campus
Tobin School of Business Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
Monday, August 30th @ 6 PM ET
Visit the NYSSCPA website for more information.
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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.
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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.
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Wednesday, 01 July 2020 00:00
Gary releases the second edition of his book, "The U.S. Estate and Gift Tax and the Non-Citizen." Gary welcomes the opportunity to visit your office to share the highlights of this informative book, if interested, just send us an email
The U.S. Estate and Gift Tax and the Non-Citizen
Gary explains how both resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. The book expands on the tax traps and complexities exposing non-citizens and highlights a myriad of tax saving strategies. Foreign professionals, investors and entrepreneurs (and their financial and legal advisors) will gain insight into such topics as the implications of foreign investment and immigration to the U.S.
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Thursday, 16 April 2020 00:00
Gary shifts Asset Protection gears and takes you to the limits in his seminar "The Limits of Asset Protection" via Live National Webinar
The Limits of Asset Protection
In this seminar, we explain how and when the courts uphold or reject comprehensive planning. The effectiveness of protective structures usually hinges on such factors are the timing of transfers, existing claims, the intentions of the client and applicable law. Attendees will learn how best to implement planning under the circumstances presented.
Register for this (no cost) live seminar.
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