Tuesday, 09 March 2021 19:00
Gary and Eric present for the National Business Institute and discuss the single-member LLC structure, with an emphasis on asset protection, in their seminar, "Protecting Assets with Single-Member LLCs" via Live Webinar
Protecting Assets with Single-Member LLCs
Learn the pitfalls and protections of single-member LLCs. Topics include: Understanding veil piercing and related exposures. Updates on recent court rulings regarding single-member LLCs and understanding how the Tax Cuts and Jobs Act of 2017 affects these LLCs for tax purposes are also discussed.
Wednesday, March 10th @ 3 PM ET
Visit the National Business Institute website for more information.
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Monday, 22 March 2021 20:00
Teresa presents on the weaponization of guardianships, reviewing real-life scenarios where guardianships went wrong and shedding light on how this can happen, in her seminar, "The Weaponization of Guardianships (Part 1)" via Live Webinar
The Weaponization of Guardianships (Part 1)
Although the Florida Guardianship Act is supposed to shield the elderly and other vulnerable members of society from exploitation, it can be used as a sword by the unscrupulous. In this 2-part seminar series, we review Florida Guardianship laws and discuss financial exposure and victimization.
In this Part 1, we examine the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
Next month in Part 2, we discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
In this Part 1, we examine the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
Next month in Part 2, we discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
Tuesday, March 23th @ 12 Noon ET
Register for this (no cost) live seminar.
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Wednesday, 24 March 2021 20:00
Eric presents on the key action steps that physicians and medical professionals can take to reduce exposure to legal risk, in his seminar, "Legal Risk Management for Physicians and Medical Professionals" via Live Webinar
Legal Risk Management for Physicians and Medical Professionals
Learn strategies for insulating a healthcare business from potential legal attack. Topics include: Structuring for legal insulation, risk management, responding to threats and demands, and when unavoidable, dealing with lawsuits.
Thursday, March 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 23 February 2021 19:00
Thom discusses President Biden's call to eliminate certain tax breaks. including like-kind exchange tax benefits, in his seminar, "Is this the End of Like-Kind Exchanges and Other Tax Basis Planning?" via Live National Webinar
Is this the End of Like-Kind Exchanges and Other Tax Basis Planning?
Learn the reasons for executing a 1031 like-kind exchange. While this technique requires careful planning, the benefit can be the deferral of taxes, which will be particularly important if capital gains tax rates are raised to the highest marginal income tax rate. Attendees will also learn about deferring capital gains taxes on the sale of investment properties, why now is particularly important from a timing perspective for those selling buildings or land, and related tax basis planning when a 1031 exchange is not possible.
Wednesday, February 24th @ 12 Noon ET
Register for this Live (no cost) seminar.
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Wednesday, 17 February 2021 19:00
Gary, Kathryn, and Paige explore principal concerns business owners confront when restructuring their commercial loans, in their seminar "Working It Out: Practical Guidance for Business Owners Seeking Commercial Loan Modification" via Live Webinar
Working It Out: Practical Guidance for Business Owners Seeking Commercial Loan Modifications
Learn practical tips for overcoming sticking points in a workout transaction.
Thursday, February 18th @ 12 Noon ET
Register for this Live (no cost) seminar.
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Thursday, 11 February 2021 19:00
Eric and Teresa present for the Orange County Bar Association's Estate, Guardianship & Trust Committee on legal and technology issues fiduciaries may incur accessing digital accounts or assets belonging to the ward or estate they represent
What Every Fiduciary Lawyer Needs to Know About Technology and Privacy Laws
Learn about the applicable federal and state law and the technology involved. Attendees will also learn practical tips for securing and administering digital assets once obtained.
Friday, February 12th @ 10 AM ET
Visit the OCBA website for more information.
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Wednesday, 27 January 2021 19:00
Gary and Brian present with Swiss-based Registered Investment Advisors, Nick Frick and Sabina Weber Sauser from UBP Investment Advisors, their seminar, "Foreign Trust Tax Compliance and Diversification from the U.S. Dollar" via Live National Webinar
Foreign Trust Tax Compliance and Diversification from the U.S. Dollar
This seminar provides an overview of federal compliance rules regarding the administration of foreign trusts, foreign accounts owned by both domestic and foreign trusts, and required filings under the Internal Revenue Code, Financial Crimes Enforcement Network (FinCEN), and Foreign Account Tax Compliance Act (FATCA). Attendees will learn about the advantages provided by a Swiss-based RIA and international diversification from the U.S. dollar. Focused investment strategies and current trends in international wealth planning are also provided.
Thursday, January 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 20 January 2021 19:00
Eric and Skip present their seminar, "Dealing with Legal Threats and Lawsuits in the Business of Healthcare" for the Northeast Florida Medical Group Management Association (MGMA) via Live Webinar
Dealing with Legal Threats and Lawsuits in the Business of Healthcare
In this seminar, we discuss key action steps healthcare providers can take to reduce exposure to legal risk – from proper corporate structuring, documentation, and risk management, to responding to threats and dealing with lawsuits. Learn the mechanics of insulating a valuable healthcare business from legal attack. Topics include: Structuring for legal insulation, risk management, responding to threats and demands, and, when unavoidable, dealing with lawsuits.
Thursday, January 21th @ 11:30 AM ET
Register for this LIVE (no cost) seminar.
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Monday, 18 January 2021 19:00
Gary presents two seminars, "How Asset Protection Plans Fail" and "You May Transfer Assets Freely (But Not Really)" for the New York State Society of CPAs (NYSSCPA) via Live National Webinar
How Asset Protection Plans Fail
This seminar focuses on the practical aspects of the law of asset protection. Through real world examples, attendees learn why relying exclusively on “Asset Protection” may be a mistake. Attendees further discover why the most effective personal asset preservation tools are implemented as part of a comprehensive personal plan that demonstrates intent beyond creditor protection. Finally, the seminar provides simple, yet key insights into the practical considerations that can influence the effectiveness of protective planning.
You May Transfer Assets Freely (But Not Really)
In this seminar, attendees learn why debtors may move assets freely prior to a judgment being entered. Certain late transfers may be unwound and even get debtors (and their advisors) into trouble. Attendees will learn how best to avoid fraudulent transfers and to implement effective planning.
Tuesday, January 19th @ 9 AM ET
Register for this LIVE (no cost) seminar.
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Wednesday, 13 January 2021 19:00
Gary and Brian discuss current estate planning opportunities due to the shift in government control and the on-going pandemic, in their seminar, "The Death Tax and Democrat Control" via Live Webinar
The Death Tax and Democrat Control
The shift in government control coupled with the global pandemic present estate planning opportunities, due to lower asset valuations and interest rates. Federal transfer taxes may be avoided by moving assets at a reduced gift tax. The imminent risk of increases in U.S. transfer taxes calls for urgency in such planning.
Thursday, January 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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