Wednesday, 15 April 2020 20:00
Gary shifts Asset Protection gears and takes you to the limits in his seminar "The Limits of Asset Protection" via Live National Webinar
The Limits of Asset Protection
In this seminar, we explain how and when the courts uphold or reject comprehensive planning. The effectiveness of protective structures usually hinges on such factors are the timing of transfers, existing claims, the intentions of the client and applicable law. Attendees will learn how best to implement planning under the circumstances presented.
Register for this (no cost) live seminar.
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Monday, 06 April 2020 20:00
Eric continues his First 30 Minutes series with his newest seminar "Strategies for Medical and Health Professionals to Protect Assets During the COVID-19 Crisis" via Live National Webinar
The First 30 Minutes: Strategies for Medical and Health Professionals to Protect Assets During the COVID-19 Crisis
In this seminar, we discuss how to evaluate your current situation and implement strategies to protect yourself and your practice against long-term financial repercussions stemming from the coronavirus. Is it too late to make changes to how you hold your practice assets, investments, and other personal assets? We discuss the answer to this question and how to act accordingly.
Register for this (no cost) live seminar.
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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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Monday, 11 November 2019 19:00
It's a celebration...Garden tour, Swiss Banking seminar, and a first-class Happy Hour! We invite you to join at the beautiful Leu Gardens in Orlando; Meet our Attorneys and UBP Investment Advisors
Agenda - November 12th
Harry P. Leu Gardens
1920 North Forest Ave.
Orlando, FL 32803
3 PM: Garden Tour (self-guided); Your opportunity to experience the garden at no cost.
4 PM: Seminar on The Future of Wealth Management in Switzerland. Learn about the benefits of wealth management in Switzerland in a post-FATCA world, including advantages provided by the Swiss regulatory landscape, international diversification, and focused investment strategies.
5 PM: Happy Hour Celebration - Open Bar & Gourmet Hors d'oeuvres
Can't come to all of the day's events? No problem. Come late and meet us just for Happy Hour.
We want to see you! Come on out and bring a friend. See the event flyer for more info.
We want to see you! Come on out and bring a friend. See the event flyer for more info.
1920 North Forest Ave.
Orlando, FL 32803
Register for this (no cost) event. This is one you won't want to miss!
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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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