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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Monday, 04 November 2019 19:00
Eric heads into the recording studio in Eau Claire, Wisconsin with the National Business Institute where he presents on "Using LLCs to Protect Assets" (recorded for national distribution)
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Wednesday, 23 October 2019 20:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" at the Florida Gulf Coast University 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.
Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL 33928
For more information, please contact the FICPA.
Embassy Suites Hotel Ft Myers
10450 Corkscrew Commons Drive
Estero, FL 33928
For more information, please contact the FICPA.
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Monday, 21 October 2019 20:00
Gary and Brian go Live on campus and present their seminar "Foreign and Domestic Asset Protection Trusts and Associated Taxation" to faculty and students at the University of Florida Levin College of Law in Gainesville
Attending faculty and students will learn about cutting-edge legal issues on domestic asset protection trusts and foreign trust structures (and associated taxation). Pros and cons of each option are compared and contrasted from both a protective and tax perspective.
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
University of Florida
Levin College of Law
Holland Hall, Room 285
309 Village Drive
Gainesville, FL 32611
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Wednesday, 09 October 2019 20:00
Gary and Brian present their seminar "The Taxation of Foreign Trusts and the Foreign Grantor - U.S. Estate and Gift Tax Avoidance" via Live National Webinar
October 10th @ 12 Noon ET
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a non-resident alien. Issues discussed include the treatment of foreign and U.S. trust assets and the tax impact on initial (and later changes to) grantor, trustee, and beneficiary status. Planning strategies include the timing of foreign gifts and the avoidance of the U.S. estate and gift tax.
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Monday, 30 September 2019 20:00
Gary and Brian present their seminar "U.S. Taxation of Trusts Domestic and International" to the FICPA Gulf Coast Chapter at the Sarasota Yacht Club
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.
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
For more information, please contact the FICPA Gulf Coast Chapter
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Wednesday, 25 September 2019 20:00
End of Summer Celebration! We invite you to join us for Happy Hour at Vines+Forks; Meet our Attorneys and the BNY Mellon Wealth Management team
September 26th from 5 to 7 PM
End of Summer Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Vines + Forks (formerly The Wine Barn)
959 W. Fairbanks Avenue
Winter Park, FL 32789
Click to RSVP now!
End of Summer Celebration
Celebrate with us! Come on out and bring a friend. Meet our attorneys along with the BNY Mellon Wealth Management team.
Complimentary Cocktails & Hors d'oeuvres
Vines + Forks (formerly The Wine Barn)
959 W. Fairbanks Avenue
Winter Park, FL 32789
Click to RSVP now!
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Monday, 23 September 2019 20:00
Eric and Gary present 2 seminars from their popular Eleven Commandments of Asset Protection series, "Commandment #3: Avoid 'Late Stage' and "Commandment #8: Planning Need Not Be Complicated" for AdventHealth Orlando
September 24th @ 9:30 AM
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
Learn about the risks of waiting to take protective actions and the advantages of prudent, simple, and direct planning.
AdventHealth Board Room
550 East Rollins Street (9th Floor)
Orlando, FL 32803
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