Monday, 10 June 2024 00:00
Gary heads to San Francisco to discuss recent trends in International Taxation for "Tax & Tonic: Practical advice for sophisticated CPAs" at the Laurel Court Restaurant & Bar at the Fairmont San Francisco in Nob Hill
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, June 10th @ 1 PM PT
Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108
Published in
Press Releases
Wednesday, 22 May 2024 00:00
Teresa reviews Florida's elder abuse laws, trends, and discusses enforcement scenarios, in her seminar: "The State of Elder Abuse and Exploitation Law in Florida in 2024" via Live National Webinar
The State of Elder Abuse and Exploitation Law in Florida in 2024
In this seminar, we will review Florida’s criminal and civil laws related to elder abuse and exploitation, as well as look at newly enacted laws which are set to become effective this year. We explore what is considered abuse or exploitation, who has a duty to report and what the potential penalties are for offenders. We also discuss real life scenarios and trends in the enforcement of these laws.
Wednesday, May 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, May 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 16 May 2024 00:00
Gary and Brian explore expatriation tax rules for residents, assets, and tax reduction, in their seminar: "How to Avoid Exit Tax When Returning Home: The Resident Foreign National and Worldwide U.S. Income Tax" via Live National Webinar
How to Avoid Exit Tax When Returning Home: The Resident Foreign National and Worldwide U.S. Income Tax
Resident foreign nationals face potential taxation upon permanent exit from the U.S. In this seminar, we explore the income tax consequences of expatriation by permanent residents (and U.S. citizens), and their assets. We discuss the nuances of the deemed sale rules, examining their evolution and implications. Attendees will learn effective strategies for reducing tax and ensuring compliance.
Thursday, May 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, May 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Wednesday, 08 May 2024 00:00
Eric discusses the FTC's ban on non-compete agreements and it's impact on workers, businesses, and innovation, in his seminar: "Navigating Change: Understanding the FTC's Noncompete Rule" via Live National Webinar
Navigating Change: Understanding the FTC's Noncompete Rule
In this seminar, we provide a comprehensive understanding of the FTC's proposed final noncompete rule, its rationale, and its potential ramifications, enabling attendees to make informed decisions and navigate the evolving legal landscape that permeates many industries, including healthcare, technology, and other businesses. We explore the implications for workers, businesses, and innovation. From banning new noncompetes to the potential impacts on healthcare costs, new business formation, and innovation, this rule promises significant changes in the competitive landscape. We also will discuss alternatives for employers looking to protect proprietary information and relationships. Attendees will learn how this rule could shape the future of markets and entrepreneurial endeavors.
Wednesday, May 8th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, May 8th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 02 May 2024 00:00
Gary and Thom speak at the Monthly Orlando Tax & Estate Planning Breakfast, where they will discuss: The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Monthly Orlando Tax & Estate Planning Breakfast is an opportunity for CPAs, Tax Lawyers, and Trust Officers to stay informed about important legal matters. These events are invaluable for keeping up with changes in tax laws, learning about estate planning strategies, and networking with professionals in the field.
Thursday, May 2nd @ 7:30 AM ET
Thursday, May 2nd @ 7:30 AM ET
Published in
Press Releases
Tuesday, 23 April 2024 00:00
Gary analyzes the limits of protective structuring across jurisdictions, focusing on how to best avoid the weaknesses and bolster the strengths of the single member LLC, in his seminar: "Single Member LLCs: Top 10 Tips and Traps" for the NBI
Single Member LLCs: Top 10 Tips and Traps
In this seminar, we explore the limits of protective structuring and the role of insurance. We analyze the variety of benefits and drawbacks available in different jurisdictions and how to best implement the most protective strategies. Our focus is on the strengths and weaknesses of LLCs offered domestically and abroad and how to combine the LLC and trust in a layered yet manageable construct.
Tuesday, April 23rd @ 10 AM ET
Visit the National Business Institute website for more information.
Published in
Press Releases
Tuesday, 16 April 2024 00:00
Eric explores the legal essentials for a Healthcare Practice Launch, covering licensing, laws, contracts, insurance, and strategies, in his seminar, "Establishing a Medical Practice: Legal Foundations for Success" via Live National Webinar
Establishing a Medical Practice: Legal Foundations for Success
In this seminar, we guide healthcare professionals through the essential legal foundations for successfully launching their medical practice. Attendees will gain valuable insights into crucial steps, from licensing to understanding federal and state laws. We'll cover forming a legal entity, contractual agreements, insurance, and operational policies. We also discuss strategic considerations, such as managed care contracts and telemedicine integration.
Tuesday, April 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Tuesday, April 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 11 April 2024 00:00
Thom discusses the massive reduction in the Estate Tax Exclusion, offering advanced planning techniques for maximizing benefits and adapting, in his seminar, "Estate Tax Exclusion Transition: A Strategic Approach" via Live National Webinar
Estate Tax Exclusion Transition: A Strategic Approach
In this seminar, we explore the massive reduction in the Estate Tax Exclusion, assessing risks and opportunities. Attendees will learn advanced planning techniques like QPRTs, GRATs, CRTs, SLATs, and IDGTs to maximize the full exclusion and adapt to changing legislation. Gain crucial insights and equip yourself with a concise yet comprehensive guide to sophisticated strategies.
Thursday, April 11th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, April 11th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Thursday, 14 March 2024 20:00
Eric discusses managed care provider strategies for preparing and responding to audits, disputing payment denials, and recoupment demands, in his seminar, "Dealing with Audit and Payment Disputes in Managed Care" via Live National Webinar
Dealing with Audit and Payment Disputes in Managed Care
In this seminar, we discuss the intricacies of navigating audit and payment disputes within managed care. We explore strategies for effectively preparing for and responding to audits initiated by payers, as well as techniques for disputing payment denials and recoupment demands. Attendees will gain a comprehensive understanding of the audit process, including best practices for documentation and compliance, as well as the legal considerations involved in challenging audit findings. Proactive measures to mitigate future audit risks and preserve the financial stability of healthcare providers will also be discussed.
Thursday, March 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, March 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Wednesday, 06 March 2024 19:00
Gary presents for National Business Institute's LLC Rules Changes Guide 2024 Program. He discusses U.S. court rulings on entity and trust protections across multiple jurisdictions, in his seminar, "Asset Protection and the Latest State Case Law."
Asset Protection and the Latest State Case Law
In this seminar, we discuss how U.S. courts have ruled on entity and trust protections in the various jurisdictions. This section of the "LLC Rules Changes Guide 2024" program will equip attendees with the knowledge necessary to update appliable asset protection techniques and structures.
Wednesday, March 6th @ 2 PM ET
Visit the National Business Institute website for more information.
Published in
Press Releases
