Tuesday, 08 February 2022 19:00
Thom presents on "The Ever-Changing Estate and Gift Tax: What CPAs Need to Know" for the FICPA's Volusia Chapter
The Ever-Changing Estate and Gift Tax: What CPAs Need to Know
If the Build Back Better reconciliation act is passed in pieces, the estate and gift tax changes could be dramatic. Now is the time to act. Clients need to take steps to reduce their exposure to estate taxes. In this seminar, we discuss the proposed changes to estate and gift tax laws and ways to plan no matter what happens.
Wednesday, February 9th @ 5 PM ET
Visit the FICPA website for more information.
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Wednesday, 08 December 2021 20:00
Thom discusses the SECURE Act and the CARES Act in his seminar, "Worried About Inflation? You Should Worry About Your IRA Planning" at the FICPA's Federal Tax Conference
Worried About Inflation? You Should Worry About Your IRA Planning
In this seminar, we discuss ways to salvage a stretch-out for beneficiaries in light of the new 10-year limit, review the temporary Covid distribution rules under the CARES Act, and provide an update on the new IRA rules under the Build Back Better Act.
Thursday, December 9th @ 11 AM ET
Visit the FICPA website for more information.
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Monday, 08 November 2021 19:00
Gary and Brian present at the Probate & Pumpernickel where they will discuss legislative trends pertaining to asset protection and tax mitigation in their seminar, "Corporate and Individual Structuring with LLCs and Trusts"
Corporate and Individual Structuring with LLCs and Trusts
In this seminar, we provide insight into the latest judicial guidance and legislative trends pertaining to asset protection and tax mitigation. Attendees will learn the latest strategies for entity formation, choosing jurisdictions, and choice of governing law.
Tuesday, Nov. 9th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 19 October 2021 20:00
Thom discusses the impact the Reconciliation Act will likely have on estate and gift taxes in his seminar, "Preparing for the Reconciliation Act: An Estate & Gift Tax Update" via Live National Webinar
Preparing for the Reconciliation Act: An Estate & Gift Tax Update
The proposed estate and gift tax changes will be dramatic. Now is the time to act. Clients need to take action to reduce exposure to estate taxes. In this seminar, we discuss the changes to estate and gift tax laws being proposed in the Reconciliation Act.
Wednesday, Oct. 20th @ 12 Noon ET
Register for this Live (no cost) seminar.
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Wednesday, 13 October 2021 20:00
Gary and Brian explain how to fortify protective structures by integrating protections available in their latest seminar, "Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling" via Live National Webinar
Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling
In this seminar, we reveal how protections available through LLCs, trusts, titling and statutory exemptions may be combined to fortify protective structures. Tax efficient strategies to integrate these techniques are also discussed.
Thursday, October 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 29 September 2021 20:00
Eric and Kathryn discuss confidential information & nondisclosure agreements with emphasis for the medical & technology professional in their seminar, "Understanding Confidentiality and Nondisclosure Agreements" via Live National Webinar
Understanding Confidentiality and Nondisclosure Agreements
Confidential information is a valuable business asset and protecting it should be a business priority. In this seminar, we explore the various types of confidential information and the various forms of confidentiality and nondisclosure agreements. We review the factors to consider when structuring a specific agreement. Attendees will learn best practices for protecting confidential information and abiding by confidentiality obligations to other parties.
Thursday, September 30th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Tuesday, 21 September 2021 20:00
Gary and Brian discuss the tax impact of expatriation on U.S. citizens, permanent residents, and U.S. assets in their latest seminar, "Tax Expatriation of People and Assets" via Live National Webinar
Tax Expatriation of People and Assets
This seminar covers the U.S. tax impact of expatriation. Discussions will cover both the expatriation of (i) U.S. citizens and permanent residents and (ii) U.S. assets. The deemed sale imposed on expatriating individuals will be explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.
Wednesday, September 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 17 August 2021 20:00
Eric and Kathryn review the current state of vaccine policies and mask usage in their seminar, "Covid Policies for Business Owners and Managers" via Live National Webinar
Covid Policies for Business Owners and Managers
The pandemic has created new challenges for employers without many clear answers. Employers have a general duty to provide a safe working environment under the federal Occupational Safety and Health Act. However, Florida recently passed a law which restricts business owners from requiring proof of vaccination. More recently, the CDC and Florida’s Governor DeSantis have voiced opposing views. What are business owners to do? Get practical guidance for crafting business policies in the midst of all of the noise.
Wednesday, August 18th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Monday, 26 July 2021 20:00
Thom heads into the recording studio with LawPracticeCLE to discuss proposed changes to estate and gift tax laws in his seminar, "Proposed Changes to Estate and Gift Tax Laws." This seminar is being recorded for national distribution.
Proposed Changes to Estate and Gift Tax Laws
Whether the proposed estate and gift tax changes end up being a typhoon or just an unusually high tide, there is no time like right now for clients to reduce their exposure to estate taxes. Learn the steps to take to weather the upcoming storm.
Tuesday, July 27th
Visit the LawPracticeCLE website for more information.
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Monday, 26 July 2021 20:00
Gary heads into the recording studio with LawPracticeCLE to provide an overview on recent court rulings and statutory updates in his seminar, "2021 Asset Protection Update." This seminar is being recorded for national distribution.
2021 Asset Protection Update
Learn about current considerations for domestic and international exempt assets, statutory entity protections, and court rulings. Also learn how certain states and foreign governments have fortified LLC and trust protections while other jurisdictions leave the owner exposed.
Tuesday, July 27th
Visit the LawPracticeCLE website for more information.
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