Wednesday, 22 July 2020 00:00
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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Thursday, 16 July 2020 00:00
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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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, 25 June 2020 00:00
Gary and Brian examine expatriation by U.S. citizens and U.S. residents and analyze the estate and gift tax taint of expatriation in their seminar "Expatriation and the Permanent Estate Tax Taint of Section 2801" via Live National Webinar
Expatriation and the Permanent Estate Tax Taint of Section 2801
In this seminar, we present an overview of expatriation by U.S. citizens and U.S. residents under section 877A of the Internal Revenue Code. We also examine the potentially permanent estate and gift tax taint of expatriation under section 2801.
Thursday, June 25th @ 12 Noon ET
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Wednesday, 24 June 2020 00:00
Thom discusses estate planning opportunities due to lower asset values and lower interest rates in his seminar "The Time to Act is Now: Estate Planning in a Pandemic" via Live National Webinar
The Time to Act is Now: Estate Planning in a Pandemic
As the pandemic grinds on, there are estate planning opportunities in the short run because of lower asset values and lower interest rates. These allow clients to reduce estate taxes by transferring assets out of their estates at a reduced gift tax cost. More likely, greater appreciation will also be removed from their estates in the future as the economy rebounds.
Wednesday, June 24th @ 12 Noon ET
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Wednesday, 17 June 2020 00:00
Eric discusses negotiating financial obligations for licensed healthcare professionals and medical practices in his seminar "Recovery Strategies and Credit Facility Workouts for Healthcare Practitioners" for The Florida Bar Health Law Section
The Legal and Financial Impact of COVID-19; Recovery Strategies and Credit Facility Workouts for Healthcare Practitioners
Financial recovery will require careful planning and strategy for medical practice owners and healthcare providers. Health practitioners are in a unique situation where the value of their business is tied closely to personal services and bankruptcy options are unpalatable due to potential license and credential concerns.
Wednesday, June 17th @ 10 AM ET
Get more info about this LIVE audio webcast (CLE 3983) from The Florida Bar Health Law Section.
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Monday, 15 June 2020 00:00
Teresa presents two of her newest seminars, "How to Deal with Creditors' Claims" and "How to Distribute Assets and Close the Estate" for the National Business Institute
How to Administer an Estate
National Business Institute - Program #85762
National Business Institute - Program #85762
Learn what needs to be done, when, and how to do it. From opening to discharge of the estate, help clients fulfill their duties, avoid the stresses of administration and wrap up decedents' affairs with confidence.
Thursday, June 15th
@ 11:30 AM ET -- How to Deal with Creditors' Claims
@ 3 PM ET -- How to Distribute Assets and Close the Estate
Get more info about this program from the National Business Institute.
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COVID-19’s Impact on Contractual Obligations with Practical Pointers for Businesses
The COVID-19 pandemic continues to cause havoc, including impacting the inability of parties to perform contractual obligations. In this seminar, we explore some of the legal defenses and practical considerations for parties seeking to enforce, or defend against enforcement of contractual obligations during a pandemic. The discussion includes the legal defenses of force majeure clauses, the doctrine of impossibility of performance, and the doctrine of frustration of purpose.
Friday, June 12th @ 2:30 PM ET
Get more info about the 2020 Mega Conference. Virtual & Interactive with Live Q&A.
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Tuesday, 16 June 2020 00:00
Teresa delves into what practitioners need to know about payments or reimbursements in Guardianship proceedings, in her seminar "Everything You Need to Know About Attorney’s Fees and Costs Awards in Florida Guardianships" via Live National Webinar
Everything You Need to Know About Attorney’s Fees and Costs Awards in Florida Guardianships
In this seminar, we delve into what every practitioner needs to know for evaluating, advising and requesting reimbursement or payment of fees and costs in Guardianship proceedings. The focus is not only be on the statutory authority related to fees and costs but we’ll explore and discuss situations not specifically contemplated by the Florida Guardianship Code and provide practical advice to the practitioner who renders service to guardians and other interested parties in Guardianship proceedings.
Thursday, June 16th @ 12 Noon ET
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Tuesday, 09 June 2020 00:00
Gary and Brian present on the U.S. tax impact of creating, funding, and operating both U.S. and foreign trusts, in their seminar "U.S. Taxation of Trusts Domestic and International" via Live National Webinar
U.S. Taxation of Trusts - Domestic and International
In this seminar, we explain the U.S. tax impact of creating, funding and operating both U.S. and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include the tax impact of a change in status of the grantor, trustee and beneficiaries. Planning strategies presented include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.
Tuesday, June 9th @ 12 Noon ET
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