Monday, 29 August 2022 13:26
Gary meets with New York City CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The New Yorker Hotel in Manhattan/NYC
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 corporate, international, and asset protection tax matters.
Monday, August 29th @ 5 PM ET
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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Wednesday, 18 May 2022 20:00
Gary holds court with Los Angeles area CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The Federal Bar in Hollywood, CA
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 corporate, international, and asset protection tax matters.
Thursday, May 19th @ 5 PM PT
The Federal Bar
5303 Lankershim Blvd
N. Hollywood, CA 91601
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Monday, 16 May 2022 20:00
Gary lets the chips fall with Las Vegas CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Cleopatra's Barge at Caesars Palace, Las Vegas
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 corporate, international, and asset protection tax matters.
Tuesday, May 17th @ 5 PM PT
Cleopatra's Barge at Caesars Palace
3570 Las Vegas Blvd
Las Vegas, NV 89109
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Friday, 29 April 2022 11:29
Gary meets with Volusia County CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Chart House Bar in Daytona Beach, Florida
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 corporate, international, and asset protection tax matters.
Friday, April 29th @ 5 PM ET
Chart House Bar
1100 Marina Point Drive
Daytona Beach, Florida
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Wednesday, 22 January 2020 19:00
It's our Winter Celebration! We invite you to join us for Happy Hour at Winter Park Distilling Company; Meet our Attorneys and the BNY Mellon Wealth Management team
January 23rd from 5 to 7 PM
Winter Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Winter Park Distilling Company
Click to RSVP now!
Winter Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Winter Park Distilling Company
1288 North Orange Ave.
Winter Park, FL 32789
Click to RSVP now!
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Monday, 11 November 2019 19:00
It's a celebration...Garden tour, Swiss Banking seminar, and a first-class Happy Hour! We invite you to join at the beautiful Leu Gardens in Orlando; Meet our Attorneys and UBP Investment Advisors
Agenda - November 12th
Harry P. Leu Gardens
1920 North Forest Ave.
Orlando, FL 32803
3 PM: Garden Tour (self-guided); Your opportunity to experience the garden at no cost.
4 PM: Seminar on The Future of Wealth Management in Switzerland. Learn about the benefits of wealth management in Switzerland in a post-FATCA world, including advantages provided by the Swiss regulatory landscape, international diversification, and focused investment strategies.
5 PM: Happy Hour Celebration - Open Bar & Gourmet Hors d'oeuvres
Can't come to all of the day's events? No problem. Come late and meet us just for Happy Hour.
We want to see you! Come on out and bring a friend. See the event flyer for more info.
We want to see you! Come on out and bring a friend. See the event flyer for more info.
1920 North Forest Ave.
Orlando, FL 32803
Register for this (no cost) event. This is one you won't want to miss!
Published in
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Wednesday, 25 September 2019 20:00
End of Summer Celebration! We invite you to join us for Happy Hour at Vines+Forks; Meet our Attorneys and the BNY Mellon Wealth Management team
September 26th from 5 to 7 PM
End of Summer Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Vines + Forks (formerly The Wine Barn)
959 W. Fairbanks Avenue
Winter Park, FL 32789
Click to RSVP now!
End of Summer Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Vines + Forks (formerly The Wine Barn)
959 W. Fairbanks Avenue
Winter Park, FL 32789
Click to RSVP now!
Published in
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Wednesday, 05 June 2019 20:00
It's our End of Spring Celebration! We invite you to join us for Happy Hour at Mesa21; Meet our Attorneys and the BB&T Wealth Team
End of Spring Celebration
June 6th from 5 to 7 PM ET
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BB&T Wealth team.
Complimentary Cocktails & Hors d'oeuvres
Mesa 21 Lake Ivanhoe
1414 North Orange Ave.
Orlando, FL 32804
Click here to RSVP!
June 6th from 5 to 7 PM ET
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BB&T Wealth team.
Complimentary Cocktails & Hors d'oeuvres
Mesa 21 Lake Ivanhoe
1414 North Orange Ave.
Orlando, FL 32804
Click here to RSVP!
Published in
Press Releases
Wednesday, 27 February 2019 19:00
It's our End of Winter Celebration! We invite you to join us for Happy Hour at Mesa21. Meet our attorneys and the BB&T Wealth team.
Click here to register!
Published in
Press Releases