Thursday, 02 May 2024 00:00
Gary and Thom speak at the Monthly Orlando Tax & Estate Planning Breakfast, where they will discuss: The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Monthly Orlando Tax & Estate Planning Breakfast is an opportunity for CPAs, Tax Lawyers, and Trust Officers to stay informed about important legal matters. These events are invaluable for keeping up with changes in tax laws, learning about estate planning strategies, and networking with professionals in the field.
Thursday, May 2nd @ 7:30 AM ET
Thursday, May 2nd @ 7:30 AM ET
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Wednesday, 17 January 2024 19:00
Gary heads to Downtown Miami to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at La Terraza Cafe and Bar (first floor of the JW Marriott Miami.)
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.
Thursday, January 18th @ 5 PM ET
La Terraza Cafe and Bar
1109 Brickell Avenue
Miami, FL 33131
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Tuesday, 28 November 2023 19:00
Gary and Brian present for the Estate Planning Council of Naples, discussing offshore structures, tax strategies, and best practices in asset protection, in their seminar: "Foreign Asset Protection and Tax Planning."
Foreign Asset Protection and Tax Planning
In this seminar, we discuss protective offshore structures and related tax strategies. Attendees will learn how best to establish and fund foreign trusts and business entities while maintaining U.S. tax efficiency. The advantages of offshore vs. domestic trust planning will also be discussed. Topics will include choosing jurisdictions, choice of governing law, expatriation, and pre-immigration planning.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
Wednesday, November 29th @ 12 Noon ET
Visit the Estate Planning Council of Naples website for more information.
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Sunday, 27 August 2023 20:00
Gary meets with New York City CPAs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The New Yorker Hotel in Midtown Manhattan.
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international, corporate and estate tax matters.
Monday, August 28th @ 5 PM ET
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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Thursday, 03 August 2023 20:00
Gary and Brian present their 2023 asset protection update at the FICPA's Summer Vacation Conference at Disney's Grand Floridian Resort.
2023 Domestic and International Asset Protection Update
In this seminar, we present our 2023 overview of the foundational issues and recent changes to the statutes and cases forming domestic and international asset protection planning. Discussion includes relevant structuring and tax avoidance strategies. The tax impact of expatriation and immigration is also discussed.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
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Tuesday, 23 May 2023 20:00
Gary meets with Atlanta area CPAs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Café Intermezzo in Midtown Atlanta.
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on international corporate and estate tax matters.
Wednesday, May 24th @ 5 PM ET
Café Intermezzo
1065 Peachtree St NE
Atlanta, GA 30309
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Monday, 29 August 2022 13:26
Gary meets with New York City CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The New Yorker Hotel in Manhattan/NYC
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on corporate, international, and asset protection tax matters.
Monday, August 29th @ 5 PM ET
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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Wednesday, 18 May 2022 20:00
Gary holds court with Los Angeles area CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The Federal Bar in Hollywood, CA
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on corporate, international, and asset protection tax matters.
Thursday, May 19th @ 5 PM PT
The Federal Bar
5303 Lankershim Blvd
N. Hollywood, CA 91601
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Monday, 16 May 2022 20:00
Gary lets the chips fall with Las Vegas CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Cleopatra's Barge at Caesars Palace, Las Vegas
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on corporate, international, and asset protection tax matters.
Tuesday, May 17th @ 5 PM PT
Cleopatra's Barge at Caesars Palace
3570 Las Vegas Blvd
Las Vegas, NV 89109
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Friday, 29 April 2022 11:29
Gary meets with Volusia County CPAs to discuss the latest in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Chart House Bar in Daytona Beach, Florida
Tax & Tonic: Practical advice for sophisticated CPAs
Tax & Tonic is a discussion group intended to inform CPAs of pertinent tax law changes and issues, with a focus on corporate, international, and asset protection tax matters.
Friday, April 29th @ 5 PM ET
Chart House Bar
1100 Marina Point Drive
Daytona Beach, Florida
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