Wednesday, 29 July 2020 20:00
Teresa explains how Florida law deals with financial exploitation, with a specific focus on senior citizens, in her seminar "Protecting Senior Citizens from Financial Exploitation Scams: Prevention and Remedies" via Live National Webinar
Protecting Senior Citizens from Financial Exploitation Scams: Prevention and Remedies
In this seminar, we review Florida law as it relates to financial exploitation with a specific focus on senior citizens. We discuss current trends and scams known to be targeting older Floridians. We also identify legal remedies available to victims and their loved ones. Attendees will learn about preventive planning and receive both legal and practical advice to avoid becoming a victim.
Thursday, July 30th @ 12 Noon ET
Register for this (no cost) live seminar.
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Tuesday, 21 July 2020 20:00
Gary and Kathryn explain the key aspects of selling a healthcare business to a private equity firm, in their seminar "Preparation and Sale of a Healthcare Business to Private Equity" via Live Webinar
Preparation and Sale of a Healthcare Business to Private Equity
In this seminar, attendees will learn about the key aspects of selling a healthcare business to a private equity firm, common issues confronted by healthcare sellers, and practical advice for navigating through the sale process, from the letter of intent stage through post-closing matters.
Wednesday, July 22nd @ 12 Noon ET
Register for this (no cost) live seminar.
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Wednesday, 15 July 2020 20:00
Gary and Brian present an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law, in their seminar "Foreign vs. Domestic Asset Protection Trusts: Protection and Taxation" via Live National Webinar
Foreign vs. Domestic Asset Protection Trusts
This seminar presents an overview of asset protection trusts, including their protective characteristics and taxation under U.S. law. Attendees will learn the pros and cons of domestic vs. offshore trust planning, the original form of asset protection. Discussions include how to effectively plan using both foreign and domestic trusts for different protective and tax strategies.
Thursday, July 16th @ 12 Noon ET
Register for this (no cost) live seminar.
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Tuesday, 30 June 2020 20:00
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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