Monday, 30 September 2024 00:00
Eric explores hardball negotiation tactics, their psychological triggers, and ethical strategies to counter them effectively, in his seminar: "Hardball Negotiation Tactics: How to Use and Defuse Them" for the NBI
Hardball Negotiation Tactics: How to Use and Defuse Them
In this seminar, we will explore the art of mastering negotiations, focusing on identifying and defusing hardball tactics often employed in high-stakes discussions. We cover a range of aggressive strategies, from highball/lowball offers and intimidation to bluffing and time limits. Attendees will learn to recognize the psychological triggers behind these tactics, apply ethical negotiation strategies, and maintain control to achieve fair and balanced outcomes.
Monday, September 30th @ 1 PM ET
Visit the National Business Institute website for more information.
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Thursday, 12 September 2024 00:00
Gary explores asset protection trusts, their tax implications, and how to implement effective strategies, in his seminar: "Foreign and Domestic Asset Protection Trusts" via Live National Webinar
Foreign and Domestic Asset Protection Trusts
In this seminar, we explain the historical path, from ancient trusts to modern asset protection trusts, including their protective characteristics and taxation under U.S. law. Attendees will learn the critical differences between domestic and offshore asset protection trusts and how and when to implement effective on-shore and off-shore strategies.
Thursday, September 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, September 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 14 August 2024 00:00
Teresa covers the Florida guardianship law, including prevention strategies, abuse identification, and tools for client protection, in her seminar: "When Guardianships Go Bad" via Live National Webinar
When Guardianships Go Bad
In this seminar, we will explore the complexities of Florida guardianship law, focusing on potential pitfalls and strategies for prevention. This seminar will cover everything from the proper initiation of guardianship proceedings to identifying and addressing guardianship abuse. Attendees will gain practical tools to protect clients' interests and ensure the well-being of wards while navigating the legal landscape.
Wednesday, August 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, August 14th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 21 August 2024 00:00
Eric explores ethical social media use in healthcare, focusing on privacy, misinformation, and reputation management, in his seminar: "Ethical Use of Social Media in Healthcare" via Live National Webinar
Ethical Use of Social Media in Healthcare
In this seminar, we explore the intricacies of social media use in healthcare, emphasizing ethical considerations and reputation management. We address the challenges healthcare professionals face when navigating online platforms, including privacy concerns, misinformation, and maintaining professional boundaries. By examining real-world examples and legal frameworks, we provide actionable strategies for responsible social media engagement. Attendees will learn how to effectively use social media while upholding ethical standards and protecting their professional reputation.
Wednesday, August 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, August 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Friday, 02 August 2024 00:00
Gary presents his 2024 asset protection update at the FICPA's Summer Vacation Conference at Disney's Yacht & Beach Club
2024 Asset Protection Update
In this seminar, we provide an asset protection update for 2024. We discuss considerations for entity and trust formation, choosing jurisdictions, choice of governing law and international expatriation and pre-immigration planning. Attendees will learn techniques for effectively structuring assets through LLCs, trusts, titling, and applicable exemptions, along with a practical discussion on new cases and prudent asset protection practices and misconceptions. The discussion also includes a comprehensive tax overview of the practice.
Friday, August 2nd @ 1:30 PM ET
Visit the FICPA website for more information.
Friday, August 2nd @ 1:30 PM ET
Visit the FICPA website for more information.
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Tuesday, 16 July 2024 00:00
Eric discusses the FTC's criteria for determining entities under the rule, impacts on medical practice and contracts, in his seminar: "The FTC's Noncompete Rule and How it Applies to Medical Professionals" via Live National Webinar
The FTC's Noncompete Rule and How it Applies to Medical Professionals
In this seminar, we provide a focused understanding of the FTC's new noncompete rule and its specific impact on the medical profession. We examine the argument that the FTC lacks authority over certain healthcare entities, and the FTC's stance that many of these entities will, in fact, be subject to the rule. We specifically examine the FTC's two-part criteria for determining which entities fall under the rule. Attendees will learn how this rule could shape the future of medical practice, employment contracts, and the healthcare market.
Tuesday, July 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Tuesday, July 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 16 July 2024 00:00
Thom presents "Estate Tax Exemption Shift: A Strategic Response" for the West River Estate and Financial Planning Council at The Journey Museum, Rapid City
Estate Tax Exemption Shift: A Strategic Response
In this seminar, Thom addresses the imminent dramatic reduction in the Estate Tax Exemption, offering strategic insights. Attendees will gain a deep understanding of estate and gift tax fundamentals and learn advanced planning techniques, such as using QPRTs, GRATs, CRTs, SLATs, and IDGTs to optimize their clients' estate planning efforts. Navigate the evolving landscape with confidence and ensure your readiness for upcoming changes.
Tuesday, July 16th @ 9 AM ET
Visit the WREFPC website for more information.
The Journey Museum
222 New York Street
Rapid City, SD 57701
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Friday, 26 July 2024 00:00
Gary and Brian head into the recording studio for the FICPA. They will present their seminar: "Understanding Expatriation and Exit Tax"
Florida Institute of Certified Public Accountants (FICPA)
Gary and Brian head into the recording studio with the FICPA to present their seminar: "Understanding Expatriation and Exit Tax." In this seminar, we explore the income tax consequences of expatriation for U.S. citizens, permanent residents, and their assets. We discuss the development and unravel the intricacies of the deemed sale rules. Attendees will learn effective strategies for minimizing tax and ensuring tax compliance.
This seminar will be released on July 26, 2024.
Wednesday, July 10th @ 10 AM ET
Visit the FICPA website for more information.
This seminar will be released on July 26, 2024.
Wednesday, July 10th @ 10 AM ET
Visit the FICPA website for more information.
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Wednesday, 26 June 2024 00:00
Teresa explores trust law's role in family law, covering Florida Trust Code, strategic applications, and practical insights for clients' benefit, in her seminar: "The Intersection of Trust and Family Law" via Live National Webinar
The Intersection of Trust and Family Law
In this seminar, we will explore the intricate relationship between trust law and family law, focusing on how trust law can effectively address various family law issues such as dissolution, adoption, and prenuptial agreements. We will delve into the Florida Trust Code, examining the foundational principles of trust law, different types of trusts, and the fiduciary duties of trustees. The seminar will also cover the strategic use of trusts in divorce proceedings, adoption plans, guardianships, and prenuptial agreements. Attendees will learn the practical applications of trust law in family law contexts and common pitfalls to avoid, ensuring a comprehensive understanding of how these legal areas intersect to benefit their clients.
Wednesday, June 26th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, June 26th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 12 June 2024 00:00
Gary heads to Las Vegas to discuss the Corporate Transparency Act (CTA) and Beneficial Ownership Information Reporting (BOIR) for "Tax & Tonic: Practical advice for sophisticated CPAs" at The Tipsy Robot Bar at The Venetian 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 international, corporate and estate tax matters.
Wednesday, June 12th @ 5 PM PT
The Venetian Las Vegas
3377 Las Vegas Blvd S
Las Vegas, NV 89109
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