Monday, 30 September 2019 20:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" to the FICPA Gulf Coast Chapter at the Sarasota Yacht Club
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.
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
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Wednesday, 25 September 2019 20:00
End of Summer Celebration! We invite you to join us for Happy Hour at Vines+Forks; Meet our Attorneys and the BNY Mellon Wealth Management team
September 26th from 5 to 7 PM
End of Summer Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Vines + Forks (formerly The Wine Barn)
959 W. Fairbanks Avenue
Winter Park, FL 32789
Click to RSVP now!
End of Summer Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Vines + Forks (formerly The Wine Barn)
959 W. Fairbanks Avenue
Winter Park, FL 32789
Click to RSVP now!
Published in
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Monday, 23 September 2019 20:00
Eric and Gary present 2 seminars from their popular Eleven Commandments of Asset Protection series, "Commandment #3: Avoid 'Late Stage' and "Commandment #8: Planning Need Not Be Complicated" for AdventHealth Orlando
September 24th @ 9:30 AM
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
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Wednesday, 18 September 2019 20:00
Gary and Brian present their seminar "The Taxation of Foreign Trusts and the American Grantor - Lifetime Transfers and Deemed Sales" via Live National Webinar
September 19th @ 12 Noon ET
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
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Wednesday, 28 August 2019 20:00
Brian presents two of his newest seminars "Initial Coin Offerings / Token Generation Events" and "Tax Considerations, Preparation and Current Issues" for the National Business Institute
Please contact the National Business Institute for more info.
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Monday, 26 August 2019 20:00
Gary and Brian present their seminar "Foreign Taxation with Associated Asset Protection and the Impact of Cryptocurrencies" from the St. John's University campus in New York City
St. John's University Campus
Tobin School of Business
Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
Please contact the NYSSCPA Queens / Brooklyn Chapter for more info.
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Tuesday, 20 August 2019 20:00
Gary and Eric head back into Miami to present their latest seminar "Cryptocurrencies and Asset Protection" for the FICPA South Dade at the Killian Green Golf Course in Miami
FICPA South Dade / Miami
Killian Green Golf Course
9950 SW 104 Street
Miami, FL 33176
Please contact the FICPA South Dade Chapter for more info.
Killian Green Golf Course
9950 SW 104 Street
Miami, FL 33176
Please contact the FICPA South Dade Chapter for more info.
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Monday, 29 July 2019 20:00
Eric continues his discussion on technology devices, big data analytics, and artificial intelligence, as he presents the second half of his seminar "Artificial Intelligence and the Potential Perils of Connected Medical Devices" (Part 2)
Privacy in Healthcare: Artificial Intelligence and the Potential Perils of Connected Medical Devices (Part 2)
July 30th @ 12 Noon ET
Eric continues our Privacy in Healthcare series as he presents the second half of his seminar via Live National Webinar.
This seminar begins with a recap of the material covered in Part 1. Learn about the potential perils created by artificial intelligence and big data with a particular focus on the areas not covered by HIPAA privacy and security rules.
Click here to register.
July 30th @ 12 Noon ET
Eric continues our Privacy in Healthcare series as he presents the second half of his seminar via Live National Webinar.
This seminar begins with a recap of the material covered in Part 1. Learn about the potential perils created by artificial intelligence and big data with a particular focus on the areas not covered by HIPAA privacy and security rules.
Click here to register.
Published in
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Tuesday, 23 July 2019 20:00
Eric presents his seminar "Digital Compliance: Potential Perils involving Digital Theft, Smart Machines, Connected Devices, and other Privacy areas for Accountants" to the FICPA Central Florida Chapter at the Citrus Club in Orlando
FICPA Central Florida Chapter
The Citrus Club
255 S. Orange Avenue
Orlando, FL 32801
For more information, please contact the FICPA Central Florida Chapter
The Citrus Club
255 S. Orange Avenue
Orlando, FL 32801
For more information, please contact the FICPA Central Florida Chapter
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