Wednesday, 25 June 2025 00:00
Gary presents for Pension Investors Orlando at the Hilton North Orlando on structuring strategies for asset protection, tax efficiency and planning, in his seminar: "Domestic and International Asset Protection and Tax Planning for CPAs"
Domestic and International Asset Protection and Tax Planning for CPAs
In this seminar, we discuss protective strategies and structuring considerations for CPAs. Topics include modern conglomerates, domestic and international trusts, jurisdictional choices, cross-border planning and recent Supreme Court decisions. Attendees will learn practical approaches to refine client holdings and business structures for stronger creditor protection and improved tax efficiency.
Wednesday, June 25th @ 12:40 PM ET
Visit the Pension Investors Orlando website for more information.
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Wednesday, 18 June 2025 00:00
Eric and Teresa explore Florida’s Guardianship Law, key elder care trends, legal risks, and strategies to protect vulnerable seniors, in their seminar, "Florida Guardianship Law: Protecting the Elderly and Preventing Abuse" via Live National Webinar
Florida Guardianship Law: Protecting the Elderly and Preventing Abuse
In this seminar, we examine the state of Florida’s Guardianship Law in 2025 and explore whether it provides sufficient protection for the state’s growing elderly population. We discuss key trends, including the increasing number of "elder orphans" due to shifting family dynamics, and analyze the potential pitfalls and shortcomings of the current law. Drawing on legal experience, we highlight risks associated with guardianship abuse and offer practical strategies to prevent unscrupulous individuals from exploiting the system. Attendees will learn how to navigate guardianship issues effectively and safeguard the rights of vulnerable individuals.
Wednesday, June 18th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 11 June 2025 00:00
Gary meets with CPAs and financial professionals in Puerto Rico to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Chef Lorenzo Restaurant in Puerto Rico, Aguadilla
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 11th @ 5 PM ET / AST
Carr. 418 Km 0.1 & Hwy 111
Aguadilla, Puerto Rico 00603
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Wednesday, 21 May 2025 00:00
Eric discusses responding to healthcare payment audits, recognizing triggers, drafting appeals, and managing challenges, in his seminar: "Crisis Management for Healthcare Practices Facing Audits and Denials" via Live National Webinar
Crisis Management for Healthcare Practices Facing Audits and Denials
In this seminar, we discuss how healthcare practices can effectively respond to audits and denials without panic. Discover how to recognize audit triggers, coordinate a rapid response, draft strong appeal letters, and protect your practice from recoupments. Attendees will also learn actionable steps to turn audit threats into manageable challenges.
Wednesday, May 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, May 21st @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Friday, 09 May 2025 00:00
Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles"
National Business Institute (NBI)
Gary and Brian will be presenting at NBI’s Trusts in Florida From A to Z program with their seminar: "What are Trusts? Main Trust Principles." In this seminar, we explore essential trust terminology, taxation, the responsibilities of grantors, trustees, and beneficiaries, as well as the legal framework of trust creation. The program will also address revocable vs. irrevocable trusts, funding techniques, asset protection, and client suitability.
Friday, May 9th @ 8:30 AM ET
Visit the NBI website for more information.
Friday, May 9th @ 8:30 AM ET
Visit the NBI website for more information.
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Monday, 28 April 2025 00:00
Gary meets with Las Vegas area CPAs and financial professionals to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Sala 118 (inside the Venetian Resort) in 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.
Monday, April 28th @ 5 PM PT
Sala 118 at the Venetian Resort
3355 Las Vegas Blvd. South
Las Vegas, NV 89109
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Thursday, 17 April 2025 00:00
Eric discusses effective strategies to combat healthcare payer denials, delays, and audits, in his seminar: "Fighting Back Against Healthcare Denials, Delays" via Live National Webinar
Fighting Back Against Healthcare Denials, Delays, and Disputes
In this seminar, we equip healthcare providers with the knowledge and tools to navigate payer denials, delays, and audits with confidence. We cover proactive documentation practices, key audit triggers, and effective response strategies to minimize financial risk. Attendees will learn how to challenge adverse determinations, escalate appeals strategically, and safeguard their revenue against unjustified payer actions.
Thursday, April 17th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, April 17th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 26 March 2025 00:00
Eric explores how fear of loss can drive stronger negotiation outcomes, in his seminar: "The RECO Method: Leveraging Worst-Case Scenarios in Negotiation" via Live National Webinar
The RECO Method: Leveraging Worst-Case Scenarios in Negotiation
In this seminar, we explore The RECO Method (Realistic Exposure to Catastrophic Outcome) and how confronting worst-case scenarios can shift negotiation dynamics in your favor. By applying Prospect Theory and Loss Aversion, we examine why the fear of loss is a stronger motivator than the potential for gain. Through key tactics such as Reality Testing, BATNA (Best Alternative to a Negotiated Agreement) Exploration, and leveraging Loss Aversion, we will analyze real-world examples from healthcare contracts, legal disputes, and business negotiations. Attendees will learn how to strategically use RECO to strengthen their negotiation position and drive better outcomes.
Wednesday, March 26th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, March 26th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 19 March 2025 00:00
Gary meets with Atlanta area CPAs and financial professionals to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Bulla Gastrobar in 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, March 19th @ 5 PM ET
Bulla Gastrobar
60 11th St NE
Atlanta, GA 30309
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Wednesday, 19 February 2025 00:00
Gary provides a tax season update with tax strategies, focusing on conglomerates, foreign taxes, and Supreme Court rulings in his seminar: "Tax Season Ramp Up: Tax Strategies and Protective Structuring for CPAs" via Live National Webinar
Tax Season Ramp Up: Tax Strategies and Protective Structuring for CPAs
In this seminar, we explore asset protection strategies and structuring considerations for CPAs, focusing on modern conglomerates, foreign tax considerations and recent Supreme Court decisions. Attendees will learn practical approaches to refine client holdings and business structures, for maximum creditor protection and tax savings.
Wednesday, February 19th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, February 19th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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