Monday, 05 February 2024 19:00
Gary presents for the Single-Member LLCs: Attorneys' Guide program an overview of legal traps and hazards potentially hindering asset protection strategies, in his seminar: "Asset Protection Pitfalls" for the National Business Institute.
Asset Protection Pitfalls
In this seminar, we discuss how advisors and clients have unintentionally undermined asset protection strategies, both domestic and foreign. Attendees will learn about current cases and how to avoid weakening protective structures.
Tuesday, February 6th @ 12:45 PM ET
Visit the National Business Institute website for more information.
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Tuesday, 13 February 2024 19:00
Thom presents for the FICPA Volusia Chapter on Estate Tax Exemption Sunset: risks, opportunities, planning techniques, legislative changes, in his seminar: "Estate Tax Exemption Sunset: Dangers & Opportunities" at Embry-Riddle Aeronautical University
Estate Tax Exemption Sunset: Dangers & Opportunities
In the seminar, we explore the imminent Estate Tax Exemption Sunset in 2026, assessing both the risks and strategic opportunities it presents. Covering the fundamentals of estate and gift tax, we delve into the implications of the impending exemption reduction and potential legislative changes. Attendees will gain crucial insights into advanced planning techniques, such as QPRTs, GRATs, CRTs, and IDGTs, empowering them to effectively maximize the full estate tax exclusion and adapt to the evolving landscape of estate planning. Attendees will be equipped with a concise yet comprehensive guide to sophisticated strategies, ensuring they are well-prepared to optimize their clients' estate planning efforts.
Wednesday, February 14th @ 6 PM ET
Visit the FICPA website for more information.
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Wednesday, 21 February 2024 19:00
Eric and special guest, Joe Flick offer negotiation tactics for healthcare professionals, optimizing real estate deals and relationships, in their seminar: "LeaseRx: Tailored Negotiation Tactics for Healthcare Providers" via Live National Webinar.
LeaseRx: Tailored Negotiation Tactics for Healthcare Providers
In this seminar, we present specialized negotiation strategies designed for physicians and healthcare providers in private practice, addressing challenges with landlords, sellers, and developers. Explore practical tips to optimize lease terms and purchase agreements within the healthcare industry. Attendees will learn actionable strategies for immediate application, providing a competitive edge in securing advantageous deals and fostering positive professional relationships crucial for success in healthcare negotiations.
Thursday, February 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, February 22nd @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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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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Wednesday, 24 January 2024 19:00
Gary and Brian explore entity/trust strategies, jurisdiction, tax insights, international planning, in their seminar: "2024 Asset Protection Update" via Live National Webinar.
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.
Thursday, January 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, January 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 16 January 2024 19:00
Eric covers healthcare audit response strategies, legal considerations, and recoupment management, in his seminar: "Audit Response: Dealing with Post-Payment Recoupment Demands" via Live National Webinar.
Audit Response: Dealing with Post-Payment Recoupment Demands
In this seminar, we focus on the intricate realm of managing post-payment recoupment demands arising from audits in the healthcare industry. We explore advanced strategies and nuanced approaches to effectively manage and respond to recoupment demands. Key topics include deciphering audit findings, navigating recoupment requests, advanced appeal techniques, proactive measures to mitigate future recoupments, real-world case studies highlighting successful recoupment challenges, and an in-depth examination of legal considerations. Attendees will learn tactics necessary to confidently address and manage post-payment recoupment demands.
Wednesday, January 17th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, January 17th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 20 December 2023 19:00
Gary covers foreign trust benefits, tax strategies, and practical considerations, in his seminar: "Welcome to America: Immigration Tax Planning for the Wealthy using Foreign Trusts" via Live National Webinar.
Welcome to America: Immigration Tax Planning for the Wealthy using Foreign Trusts
In this seminar, we provide an overview of how the foreign trust may be used to shelter foreign income and assets from US estate and gift tax. Attendees will learn about the timing of funding a foreign structure, when to establish US residency, business entities, and how to abandon a plan without tax implications. We will also explore key topics such as jurisdiction selection and how best to handle foreign and US trust beneficiaries.
Thursday, December 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, December 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 27 December 2023 19:00
Eric provides practical tips for successful negotiations in healthcare, mediation, and personal relations, in his seminar: "10 Tips to Help Your Negotiations – In Healthcare, In Mediation, and In Life" via Live National Webinar.
10 Tips to Help Your Negotiations – In Healthcare, In Mediation, and In Life
In this seminar, Eric provides practical advice for successful negotiations. Whether you are representing a healthcare practice trying to get paid, involved in a mediation or negotiating to avoid or resolve a lawsuit, or simply trying to improve business negotiations or personal relations, everyone can benefit from better negotiations skills. Attendees will learn strategies and techniques that can be immediately applied to improve these interactions.
Thursday, December 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, December 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 18 December 2023 19:00
Gary and Brian head into the recording studio for the Global Tax Focus Podcast. They will be interviewed on: "Foreign Tax Matters."
Global Tax Focus Podcast (Atlanta)
Gary and Brian head into the recording studio for the Global Tax Focus Podcast. They will be interviewed on: "Foreign Tax Matters". This podcast released in January 2024.
Tuesday, December 19th @ 2 PM ET
Visit the Global Tax Focus website for more information.
Tuesday, December 19th @ 2 PM ET
Visit the Global Tax Focus website for more information.
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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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