Tuesday, 06 October 2020 20:00
Kathryn and Skip present on the fiduciary duties of LLC managers and members in their latest seminar, "The Contractual Waiver of Fiduciary Duties in LLC Operating Agreements" via Live Webinar
The Contractual Waiver of Fiduciary Duties in LLC Operating Agreements
Learn about fiduciary duties of LLC managers and members under the Florida statutes and the extent to which such duties may be waived or modified in an LLC Operating Agreement. Attendees will also learn about the contractual waiver or modification of fiduciary duties in the litigation context, including trends in enforceability.
Wednesday, October 7th @ 12 Noon ET
Register for this (no cost) live seminar.
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Wednesday, 30 September 2020 20:00
Gary presents two of his most popular seminars, "Asset Protection Update" and "Domestic and Off-Shore Trusts and LLCs" for the FICPA Polk County Chapter at the Lakeland County Club in Lakeland
Asset Protection Update and Domestic and Off-Shore Trusts and LLCs
Earn 2 CPE credits in Technical Business
Gary Forster is the managing partner and co-founder of ForsterBoughman. His practice includes domestic and international corporate, asset protection, tax and estate planning law. Gary handles a variety of corporate and personal planning matters.
Thursday, October 1st @ 4:30 PM ET
Visit the FICPA website for more information.
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Tuesday, 22 September 2020 20:00
Teresa continues our series on Protecting Senior Citizens from Financial Exploitation Scams with her latest seminar, "What Legal Protections Do You Have?" via Live National Webinar
Protecting Senior Citizens from Financial Exploitation Scams: What Legal Protections Do You Have?
In this next segment of our seminar series on the financial exploitation of older Floridians, Teresa explains the legal rights individuals have against a dishonest trusted advisor, such as a bank, financial advisor, professional advisor, professional caregiver or other fiduciary. Learn about the limits of professional obligations to detect or report suspected financial abuse. Common warning signs to aware of to avoid being a victim are also discussed.
Wednesday, September 23rd @ 12 Noon ET
Register for this (no cost) live seminar.
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Thursday, 17 September 2020 20:00
Thom presents for the National Business Institute and discusses the opportunities and issues recent changes have brought to estate planning, in his seminar, "Asset Valuations after COVID-19" via Live Video Broadcast
Asset Valuations after COVID-19
Learn about the opportunities and issues created by the SECURE Act and the global COVID-19 pandemic. Thom discusses asset valuation planning in this new world.
Friday, September 18th @ 11 AM ET
Visit the National Business Institute website for more info.
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Tuesday, 18 August 2020 20:00
Gary kicks-off his Virtual Book Tour with this first seminar in his book tour series "An Overview / Intro to: The U.S. Estate and Gift Tax and the Non-Citizen" via Live Webinar
Virtual Book Tour Kick-Off
This latest book publication from author and attorney Gary A. Forster explains how both resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. 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.
Wednesday, August 19th @ 12 Noon ET
Register for this (no cost) live seminar.
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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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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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Tuesday, 23 June 2020 20:00
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
Register for this (no cost) live seminar.
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Sunday, 14 June 2020 20:00
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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