Thursday, 16 January 2020 19:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" at the 2020 Infusion Conference in cooperation with the FICPA Jacksonville Chapter
Learn about the tax impact of creating, funding and operating both national and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.
For more information, please contact the FICPA Jacksonville Chapter.
Marriott Jacksonville
4670 Salisbury Rd
Jacksonville, FL 32256
For more information, please contact the FICPA Jacksonville Chapter.
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Wednesday, 08 January 2020 19:00
Eric, Brian, Teresa, and Skip present six of their favorite seminars in cooperation with LawPracticeCLE in Live studio recording for national distribution
Live Studio Recording
January 9th & 10th
January 9th & 10th
Eric, Brian, Teresa, and Skip present six of their favorite seminars in cooperation with LawPracticeCLE in Live studio recording for national distribution.
- Physician Employment Contracts
- Protecting Assets From Creditors
- The Taxation of Bitcoin and other Cryptocurrencies
- Tax Reduction with Trusts
- Probate, Trust, and Guardianship Litigation
- Non-Competition / Non-Solicitation Agreements and Trade Secrets
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Wednesday, 11 December 2019 19:00
Eric discusses HIPAA concerns and takes a practical look at a potential solution powered by blockchain technology with his guests, Mike Cameron and Dan Liptak, from OmegaPoint Partners
Live National Webinar
Learn about technological innovations in the maintenance, sharing, and security of health records.
Learn about technological innovations in the maintenance, sharing, and security of health records.
Register for this (no cost) event.
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Sunday, 01 December 2019 19:00
Gary and Brian head to the New York State Society of CPAs Westchester & Rockland Chapters Tax Conference to present their seminar "The Taxation of Bitcoin and other Cryptocurrencies" at the Doral Arrowwood Resort in Westchester County, NY
Learn about foreign taxation and associated asset protection and the impact of cryptocurrencies.
Doral Arrowwood Resort
975 Anderson Hill Road
Rye Brook, NY 10573
For more information, please contact the NYSSCPA.
Doral Arrowwood Resort
975 Anderson Hill Road
Rye Brook, NY 10573
For more information, please contact the NYSSCPA.
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Sunday, 24 November 2019 19:00
Eric presents two of his newest seminars "LLC Veil Piercing and Alter Ego Theory" and "Structuring and Funding the LLC: Advanced Asset Protection Strategies" for NBI's National Broadcast
NBI's National Broadcast
Learn about the factors courts consider in piercing the LLC veil and safeguards to prevent veil piercing. Also, discover best practices for structuring LLC provisions.
Learn about the factors courts consider in piercing the LLC veil and safeguards to prevent veil piercing. Also, discover best practices for structuring LLC provisions.
Please contact the National Business Institute for more info.
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Monday, 18 November 2019 19:00
Gary and Kathryn are back by popular demand to present their latest seminar "Incentivizing Key Employees: Alternatives to Equity Participation" via Live National Webinar
Incentivizing Key Employees: Alternatives to Equity Participation
Owners of small growing businesses face an inherent tension between the need to incentivize key employees to further growth and the desire to preserve autonomy over their business. In this seminar, we explore phantom equity and equity appreciation rights as alternatives.
Register for this (no cost) event!
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Wednesday, 06 November 2019 19:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" at the University of Florida Accounting & Tax Conference in cooperation with the FICPA
Learn about the tax impact of creating, funding and operating both national and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.
Hilton University of Florida
1714 SW 34th St
Gainesville, FL 32607
For more information, please contact the FICPA.
Hilton University of Florida
1714 SW 34th St
Gainesville, FL 32607
For more information, please contact the FICPA.
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Monday, 04 November 2019 19:00
Eric heads into the recording studio in Eau Claire, Wisconsin with the National Business Institute where he presents on "Using LLCs to Protect Assets" (recorded for national distribution)
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Wednesday, 23 October 2019 20:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" at the Florida Gulf Coast University Accounting & Tax Conference in cooperation with the FICPA
Learn about the tax impact of creating, funding and operating both national and foreign trusts. Issues addressed are relevant to citizens, resident non-citizens and non-resident aliens. Topics discussed include gift and estate tax avoidance, pre-immigration and pre-expatriation planning, as well as avoidance of the deemed sale of trust assets.
Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL 33928
For more information, please contact the FICPA.
Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL 33928
For more information, please contact the FICPA.
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Monday, 21 October 2019 20:00
Gary and Brian go Live on campus and present their seminar "Foreign and Domestic Asset Protection Trusts and Associated Taxation" to faculty and students at the University of Florida Levin College of Law in Gainesville
Attending faculty and students will learn about cutting-edge legal issues on domestic asset protection trusts and foreign trust structures (and associated taxation). Pros and cons of each option are compared and contrasted from both a protective and tax perspective.
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
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