Thursday, 18 May 2023 20:00
Gary presents on the advantages and pitfalls of DAPTs and Foreign Asset Protection Trusts. Judicial perspective and notable cases are also discussed in his seminar, "Domestic Asset Protection Trusts (DAPTs)" for the National Business Institute.
Domestic Asset Protection Trusts (DAPTs)
In this seminar, we discuss trusts designed to protect assets from creditors while allowing individuals to maintain some level of control over trust asset. We explain the various types of trusts, and the differences between them. We discuss the increasing popularity of DAPTs and provide an overview of the factors to consider when forming one. Lastly, we provide examples of notable cases related to DAPTs, and compare DAPTs with Foreign Asset Protection Trusts.
Friday, May 19th @ 2:45 PM ET
Visit the National Business Institute website for more information.
Published in
Press Releases
From Crisis to Resolution: Adapting Hostage Negotiation Techniques for Legal Disputes
In this seminar, we present a unique approach to resolving legal disputes by adapting the proven techniques of hostage negotiation. Drawing on real-world examples and case studies, this seminar offers invaluable insights and practical skills for attorneys, mediators, and professionals looking to enhance their negotiation abilities. Attendees will learn how to effectively communicate and negotiate with opposing parties, defuse tense situations, and ultimately reach a mutually beneficial resolution.
Wednesday, May 17th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, May 17th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Medicare and Medicaid Appeals
In this seminar, we present an overview of the Medicare and Medicaid appeals process, which enables beneficiaries and providers to challenge healthcare-related decisions made by Medicare or Medicaid. The appeals process involves multiple levels of review and can be complicated, requiring legal assistance and adherence to strict deadlines. Attendees will learn about the different stages of the appeals process and how to navigate it successfully to obtain recourse and resolution in case of disputes or disagreements with Medicare or Medicaid decisions.
Tuesday, May 2nd @ 1 PM ET
Visit the AssentGlobal website for more information.
Tuesday, May 2nd @ 1 PM ET
Visit the AssentGlobal website for more information.
Published in
Press Releases
Wednesday, 26 April 2023 16:32
Gary & Thom head to Miami, where they present to the Estate Planning Council of Greater Miami, his seminar, "Should I Stay or Should I Go? International Tax Planning and Structuring" at the Hyatt Regency Miami
Should I Stay or Should I Go? International Tax Planning and Structuring
In this seminar, we provide an overview of international tax and protective planning strategies for high-net-worth clients. Topics include potential pitfalls and planning for expatriation and pre-immigration as well as implementation of the most protective and complementary trust and LLC structures.
Wednesday, April 26th @ 5:30 PM ET
Visit the Estate Planning Council website for more information.
Published in
Press Releases
Wednesday, 26 April 2023 16:24
Eric is the Featured Healthcare speaker for SkillAcquire, he discusses physician employment agreements, contract structuring, compensation, benefits, and legal compliance in his seminar, "Physicians and Healthcare Workers Employment Agreements"
Physicians and Healthcare Workers Employment Agreements
In this seminar, we explain physician employment agreements, including their structure and terminology, compensation and benefits, compliance with laws and regulations, and types of insurance. We discuss negotiation considerations and the importance of understanding the contract terms. We also address the various methods of compensation, additional benefits, and compliance with regulations such as the Anti-Kickback Statute and False Claims Act. Attendees will learn about the two primary types of insurance: claims-made and occurrence-based.
Wednesday, April 26th @ 3 PM ET
Visit the SkillAcquire website for more information.
Wednesday, April 26th @ 3 PM ET
Visit the SkillAcquire website for more information.
Published in
Press Releases
Thursday, 30 March 2023 15:07
Eric and Jim discuss proposed FTC prohibitions and laws unique to Florida physicians regarding enforceability of non-compete agreements, in their seminar "Physician Non-Compete Agreements" via Live National Webinar
Physician Non-Compete Agreements
In this seminar, we discuss the enforceability of non-compete agreements with a particular focus on the FTC's proposed prohibition on certain non-compete covenants and laws unique to Florida specialists. Attendees will gain insight into the future of non-compete agreements.
Thursday, March 30th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, March 30th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 23 March 2023 15:02
Gary discusses strategic structuring and protective planning for high-net-worth individuals, in his seminar "International Tax Planning and Structuring for High-Net-Worth Individuals" via Live National Webinar
International Tax Planning and Structuring for High-Net-Worth Individuals
In this seminar, we provide an overview of international tax and protective planning for high-net-worth individuals, including strategies for properly structuring and avoiding the expatriation tax and minimizing estate and gift tax obligations. Attendees will also learn about tax-efficient asset transfer strategies and offshore investment considerations.
Thursday, March 23th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, March 23th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 16 March 2023 14:56
Thom discusses advanced techniques and recently proposed changes in estate planning, in his seminar "Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients" via Live National Webinar
Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients
In this seminar, we explore advanced estate planning techniques for maximizing tax efficiency and minimizing estate tax liability. Attendees will learn about the latest developments in estate and gift tax planning, including newly proposed changes. This seminar also covers strategies for using QPRTs, GRATs, CRTs, and IDGTs, as well as other tax-efficient asset transfer strategies.
Thursday, March 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, March 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Tuesday, 07 February 2023 10:48
Gary presents for the FICPA Virtual Learning program. He provides a primer for CPAs on the latest tax laws and regulations surrounding the digital currency space.
Cryptos, Blockchains, and Taxation: A Primer for CPAs
In this seminar, we discuss cryptocurrencies and blockchains in the context of federal taxation and financial accounting. Attendees will learn about the taxation and practical uses of borderless digital assets. Compliance with current U.S. regulations is also discussed.
OnDemand Course Offering
Visit the FICPA website for more information.
OnDemand Course Offering
Visit the FICPA website for more information.
Published in
Press Releases
Tuesday, 21 February 2023 19:00
Eric is the featured Healthcare speaker for SkillAcquire. He discusses discusses the legal and regulatory requirements for providing healthcare services through telecommunications technology
Telehealth Laws & Compliance: Risks Associated with Telehealth
In this In this seminar, we address the fundamentals of Telehealth law, how it is used to improve healthcare services, accessibility, how services can be performed, and risks and open issues associated with Telehealth. Attendees will learn which professionals and entities are authorized to provide services and how these services need to be performed. Open issues such as location, communication, and payments are also discussed.
Wednesday, February 22nd @ 1 PM ET
Visit the SkillAcquire website for more information.
Wednesday, February 22nd @ 1 PM ET
Visit the SkillAcquire website for more information.
Published in
Press Releases
