Asset Valuations after COVID-19 Learn about the opportunities and issues created by the SECURE Act and the global COVID-19 pandemic. Thom discusses asset valuation planning in this new world. Friday,…
Becoming a Medical Director for a Medical Marijuana Treatment Facility in Florida In this seminar, we discuss new developments in the licensing medical marijuana treatment facilities (MMTCs) that could soon…
Estate Tax Planning for a Biden Administration Learn how the pandemic and presidential election will affect estate planning, including estate planning opportunities during the pandemic and the imminent risks associated…
Foreign Trust Tax Compliance In this seminar, we present an overview of federal compliance rules regarding the administration of foreign trusts, foreign accounts owned by both domestic and foreign trusts,…
Teresa explains the latest financial scams affecting older Floridians via National Video Broadcast
19 Aug 2020
Legal Alert: Senior Citizen Scams (August 2020) A recently reported scam that the Florida Attorney General Office is warning about is a jury duty scam in which persons posing as…
