Wednesday, 29 November 2023 00:00
Gary and Brian present for the Estate Planning Council of Naples, discussing offshore structures, tax strategies, and best practices in asset protection, in their seminar: "Foreign Asset Protection and Tax Planning."
Foreign Asset Protection and Tax Planning
In this seminar, we discuss protective offshore structures and related tax strategies. Attendees will learn how best to establish and fund foreign trusts and business entities while maintaining U.S. tax efficiency. The advantages of offshore vs. domestic trust planning will also be discussed. Topics will include choosing jurisdictions, choice of governing law, expatriation, and pre-immigration planning.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
Published in
Press Releases
Tuesday, 14 November 2023 00:00
Eric presents for Healthcare Training Leader on the topic of "Healthcare Provider Audits: Avoid Recoupments and Preserve Your Bottom Line." He covers government and private payer audits, and response best practices.
Healthcare Provider Audits: Avoid Recoupments and Preserve Your Bottom Line
In this seminar, we provide an overview of government and private commercial payer audit processes and explain proactive measures to take before an audit. We discuss in detail best practices in receiving and responding to audit requests. We discuss potential adverse outcomes and steps to take in response. We also cover common issues that arise and tips for healthcare providers to protect themselves against auditor overreach and preserve their bottom line.
Tuesday, November 14th @ 1 PM ET
Visit the Healthcare Training Leader website for more information.
Tuesday, November 14th @ 1 PM ET
Visit the Healthcare Training Leader website for more information.
Published in
Press Releases
Wednesday, 25 October 2023 00:00
Eric discusses managed care contracting, covering key provisions, legal considerations, strategies, negotiations, and the impact of increased audits and payment recoupment demands in his seminar, "Managed Care Contracting" via Live National Webinar.
Managed Care Contracting
In this seminar, we explore the managed care contracting and MCOs in provider-payer relationships, offering insights into key contract provisions, negotiation strategies, legal considerations, the impact of increased auditor activity, and post-payment recoupment demands. We also cover strategies to help prepare for future audits. Attendees will learn about federal and state laws affecting managed care contracts, equipping them with a comprehensive understanding of this critical healthcare topic.
Wednesday, October 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, October 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Friday, 20 October 2023 00:00
Gary explains how to best choose and implement the use of LLCs in protective structuring in his seminar, "Structuring and Funding the LLC: Advanced Asset Protection Strategies" for the National Business Institute.
Structuring and Funding the LLC: Advanced Asset Protection Strategies
In this seminar, we explore advanced asset protection strategies, including the protective aspects of LLCs and how to best combine the LLC with domestic and offshore asset protection trusts. We cover legal cases, domestic vs. foreign options, and the keys to effectiveness. This seminar is ideal for financial and legal professionals.
Friday, October 20th @ 11 AM ET
Visit the National Business Institute website for more information.
Published in
Press Releases
Tuesday, 26 September 2023 00:00
Eric is the Featured Healthcare Speaker for SkillAcquire. He offers guidance to healthcare organizations on handling disruptive physician behavior and other employment issues.
Dealing with Disruptive Physicians and Other Employment Issues
In this seminar, we provide guidelines for healthcare organizations to manage disruptive and unprofessional physician conduct. We explore the prerequisites for coverage under the Health Care Quality Improvement Act (HCQIA) and the HCQIA's interpretation of professional review actions, disruptive or unprofessional behavior, reporting obligations, and qualifications for legal immunity. Attendees will learn the role of medical staff and bylaws, a peer review committee, and the requisite committee procedures.
Tuesday, September 26th @ 3 PM ET
Visit the SkillAcquire website for more information.
Tuesday, September 26th @ 3 PM ET
Visit the SkillAcquire website for more information.
Published in
Press Releases
Monday, 25 September 2023 00:00
Gary explores partnership tax considerations for family structures, asset protection, jurisdiction choices, and trust strategies in his seminar, "Family Limited Partnerships in Estate Planning Program" for the National Business Institute.
Family Limited Partnerships in Estate Planning Program
In this seminar, we explore a wide range of topics raised by the family investment structure. Included in the discussion will be estate and gift tax strategies, distribution and basis issues and how to best protect partnership assets for generations. Attendees will gain insight into selecting the right jurisdiction and how to blend partnership and trust strategies (foreign and domestic). Discussion includes nuances like partnership tax classification and "S" status for family businesses.
Monday, September 25th @ 2 PM ET
Visit the National Business Institute website for more information.
Published in
Press Releases
Wednesday, 13 September 2023 17:49
Eric dives into healthcare business disputes and discusses how to resolve disputes while maintaining key relationships in his seminar, "Risk Management for Healthcare Businesses: Dealing with Threats and Lawsuits" via Live National Webinar.
Risk Management for Healthcare Businesses: Dealing with Threats and Lawsuits
In this seminar, we explore healthcare business disputes, uncovering strategies to mitigate threats and prevent lawsuits. From common partnership and employment related issues, to billing audits and recoupments, and third-party claims, we dissect scenarios that often escalate into legal battles and explain proven dispute resolution strategies. Learn the art of initiating negotiations, even with the most challenging parties, including legal representatives. Attendees will gain essential tactics for navigating tough situations and fostering constructive relationships, ensuring adept management of potential conflicts.
Wednesday, September 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, September 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Monday, 28 August 2023 00:00
Gary meets with New York City CPAs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The New Yorker Hotel in Midtown Manhattan.
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.
Monday, August 28th @ 5 PM ET
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
Published in
Press Releases
Tuesday, 29 August 2023 00:00
Eric is the Featured Healthcare Speaker for SkillAcquire. He discusses physician employment agreements, including structure, compensation, benefits, compliance, negotiation, and insurance types.
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.
Tuesday, August 29th @ 3 PM ET
Visit the SkillAcquire website for more information.
Tuesday, August 29th @ 3 PM ET
Visit the SkillAcquire website for more information.
Published in
Press Releases
Friday, 04 August 2023 00:00
Gary and Brian present their 2023 asset protection update at the FICPA's Summer Vacation Conference at Disney's Grand Floridian Resort.
2023 Domestic and International Asset Protection Update
In this seminar, we present our 2023 overview of the foundational issues and recent changes to the statutes and cases forming domestic and international asset protection planning. Discussion includes relevant structuring and tax avoidance strategies. The tax impact of expatriation and immigration is also discussed.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
Published in
Press Releases
