Thursday, 21 November 2024 00:00
Gary presents on asset protection strategies, tax planning, and legal safeguards, in his seminar: "Foreign and Domestic Asset Protection and Related Tax Matters" for VAMP members at Christner's Prime Steak & Lobster
Foreign and Domestic Asset Protection and Related Tax Matters
In this seminar, we will explore the principal elements of asset protection, with a focus on strategies for physicians. Attendees will learn how to effectively implement legal protections, in coordination with income and estate tax planning. Special domestic and offshore considerations for medical professionals will also be discussed.
Thursday, November 21st @ 6 PM ET
Visit the Vietnamese American Medical Professionals (VAMP) website for more information.
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Wednesday, 16 October 2024 00:00
Gary covers LLCs, trust cases, SCOTUS tax rulings, exposures, and strategies to limit IRS power, in his seminar: "Tax Planning and Asset Protection Update (including 2024 U.S. Supreme Court Decisions)" via Live National Webinar
Tax Planning and Asset Protection Update (including 2024 U.S. Supreme Court Decisions)
In this seminar, we discuss both (i) the LLC and trust cases that govern protective structuring and (ii) the three 2024 SCOTUS cases that shape tax policy in the U.S. Attendees will learn about new exposures and insulating strategies (both domestic and international) as well as the limits on IRS power.
Wednesday, October 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, October 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 23 October 2024 00:00
Eric teaches strategies to counter hardball tactics in high-stakes negotiations for successful outcomes, in his seminar: "Mastering Negotiations: Using and Countering Hardball Tactics" for the NBI
Mastering Negotiations: Using and Countering Hardball Tactics
In this seminar, we explore the complexities of high-stakes negotiations, learning to identify and counteract hardball tactics that can derail productive discussions. We examine strategies such as deception, distraction, and power plays, providing attendees with the tools to stay focused and in control. From countering manipulative offers to overcoming time pressures and unreasonable demands, this session equips professionals with practical skills to protect their interests while fostering successful outcomes. Attendees will learn to navigate even the toughest negotiation environments with confidence and poise, achieving their desired results.
Wednesday, October 23rd @ 12 Noon ET
Visit the National Business Institute website for more information.
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Monday, 30 September 2024 00:00
Eric explores hardball negotiation tactics, their psychological triggers, and ethical strategies to counter them effectively, in his seminar: "Hardball Negotiation Tactics: How to Use and Defuse Them" for the NBI
Hardball Negotiation Tactics: How to Use and Defuse Them
In this seminar, we will explore the art of mastering negotiations, focusing on identifying and defusing hardball tactics often employed in high-stakes discussions. We cover a range of aggressive strategies, from highball/lowball offers and intimidation to bluffing and time limits. Attendees will learn to recognize the psychological triggers behind these tactics, apply ethical negotiation strategies, and maintain control to achieve fair and balanced outcomes.
Monday, September 30th @ 1 PM ET
Visit the National Business Institute website for more information.
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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.
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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.
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Monday, 05 February 2024 19:00
Gary presents for the Single-Member LLCs: Attorneys' Guide program an overview of legal traps and hazards potentially hindering asset protection strategies, in his seminar: "Asset Protection Pitfalls" for the National Business Institute.
Asset Protection Pitfalls
In this seminar, we discuss how advisors and clients have unintentionally undermined asset protection strategies, both domestic and foreign. Attendees will learn about current cases and how to avoid weakening protective structures.
Tuesday, February 6th @ 12:45 PM ET
Visit the National Business Institute website for more information.
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Tuesday, 11 July 2023 20:00
Gary discusses asset protection trusts and LLCs, exploring domestic and offshore options, advantages, disadvantages, and tax strategies in his seminar, "Global and Domestic Asset Protection Options: A Worldwide Comparison" via Live National Webinar.
Global and Domestic Asset Protection Options: A Worldwide Comparison
In this seminar, we present an overview of asset protection trusts and LLCs, offered domestically and offshore. Discussion will include advantages of foreign statutes and case law over similar domestic asset protection tools (and vice versa). Tax strategies will also be discussed.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 10 November 2022 20:42
Gary presents an overview for asset protection and tax avoidance in his seminar, "The Inflation Reduction Act and its impact on Corporate and Personal Planning" at the Florida Institute of Certified Public Accountants (FICPA)
The Inflation Reduction Act and its impact on Corporate and Personal Planning
In this seminar, we present an overview of the new Act and its effect on domestic and international protective structuring. Discussion will include relevant tax avoidance opportunities and the most effective asset protection options. Pre-immigration and expatriation planning are also discussed.
November 11th @ 3:10 PM ET
Visit the FICPA website for more information.
November 11th @ 3:10 PM ET
Visit the FICPA website for more information.
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Friday, 21 October 2022 15:34
Gary and Brian discuss strategies for asset protection and tax avoidance in their seminar, "Foreign and Domestic Trusts and LLCs: Structuring and Tax Avoidance Strategies" at the Florida Institute of Certified Public Accountants (FICPA)
Foreign and Domestic Trusts and LLCs: Structuring and Tax Avoidance Strategies
In this presentation, Gary and Brian provide an overview of the most effective asset protection trusts and LLCs, available both in the US and abroad. Discussion will include the pros and cons of domestic vs. offshore planning and how to avoid US tax.
Thursday, October 21st @ 1:45 PM ET
Visit the FICPA website for more information.
Thursday, October 21st @ 1:45 PM ET
Visit the FICPA website for more information.
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