Friday, 27 February 2026 00:00
Gary presents for the Clearwater & St. Petersburg Bar Associations his seminar: "The Modern Corporate Veil: Exposure to Business Liabilities and Reverse Piercing" at Feather Sound Country Club
The Modern Corporate Veil: Exposure to Business Liabilities and Reverse Piercing
In this seminar, we examine when business owners become exposed to corporate creditors. Topics include capitalization, governance, operational formalities, intercompany transactions, owner conduct, alter ego and recent case law. We also discuss practical structuring techniques available domestically and abroad. Topics include entity and trust protections, including single and multi-member LLCs, jurisdictional selection, and related tax considerations. Attendees will gain a clear understanding of how to maintain the corporate veil, identify common vulnerabilities, and implement best practices to preserve liability protection.
Friday, February 27th @ 2:10 PM ET
Visit the Clearwater Bar Association website for more information.
Location
Feather Sound Country Club
2201 Feather Sound Dr
Clearwater, FL 33762
Published in
Press Releases
Thursday, 12 February 2026 00:00
Gary presents his seminar: "U.S. Taxation and the Global Client" for the FICPA's Countdown to Filing: Florida's Tax Seminar (FLTAX)
U.S. Taxation and the Global Client
In this seminar, we examine the U.S. tax rules governing clients doing business and investing across borders. Topics include U.S. income and estate taxation of foreign entities, residency and domicile planning, inbound and outbound investment structures, and protective structuring. Attendees will gain practical insight into identifying cross-border risk, avoiding common traps, and designing compliant, tax-efficient structures for globally mobile clients.
Thursday, February 12th @ 2:50 PM ET
Visit the FICPA website for more information.
Published in
Press Releases
Wednesday, 21 January 2026 00:00
Gary presents for the FICPA North Suncoast Chapter his seminar: "Asset Protection and Tax Structuring for the Sophisticated Client, Including Insights from the One Big Beautiful Bill Act and Recent Supreme Court Decisions" at Get Hooked Riverside
Asset Protection and Tax Structuring for the Sophisticated Client
Including Insights from the One Big Beautiful Bill Act and Recent Supreme Court Decisions
Including Insights from the One Big Beautiful Bill Act and Recent Supreme Court Decisions
In this seminar, we examine domestic and international entity and trust structuring, for effective tax and asset protection planning. Topics include trust and entity design, jurisdictional analysis, multi-national structuring, and the implications of new federal tax laws and Supreme Court rulings. CPAs in attendance will learn how to implement protective frameworks to reduce exposure and enhance long-term tax efficiency.
Wednesday, January 21st @ 4:00 PM ET
Visit the FICPA website for more information.
FICPA North Suncoast Chapter
Get Hooked Riverside
5546 Main Street
New Port Richey, FL 34652
Published in
Press Releases
Tuesday, 21 October 2025 00:00
Gary presents for the FICPA Gulf Coast Chapter his seminar: "Domestic and International Tax and Asset Protection Planning for CPAs, Including Review of the One Big Beautiful Bill Act" at Sarasota Yacht Club
Domestic and International Tax and Asset Protection Planning for CPAs
Including Review of the One Big Beautiful Bill Act and SCOTUS Tax Rulings
Including Review of the One Big Beautiful Bill Act and SCOTUS Tax Rulings
In this seminar, we discuss tax options and protective strategies and structuring considerations relevant to the CPA. Topics include tax structures, modern conglomerates, domestic and international trusts, jurisdictional choices, cross-border planning, tax changes in the One Big Beautiful Bill Act 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.
Tuesday, October 21st @ 12 Noon ET
FICPA Gulf Coast Chapter
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
Published in
Press Releases
Thursday, 07 August 2025 12:00
Gary presents his 2025 Asset Protection and SCOTUS Update at the FICPA's Summer Vacation Conference at Disney’s Contemporary Resort
2025 Asset Protection and SCOTUS Update
In this seminar, we explore a full array of domestic and international asset protection strategies and related tax considerations. We cover updates on entity and trust formation, jurisdiction selection, expatriation, and pre-immigration planning. Attendees will learn effective ways to insulate assets using LLCs, modern conglomerates, trusts, titling, and applicable exemptions. We also provide a practical analysis of recent Supreme Court and lower court rulings, along with their tax implications.
Thursday, August 7th @ 1:30 PM ET
Visit the FICPA website for more information.
Thursday, August 7th @ 1:30 PM ET
Visit the FICPA website for more information.
Published in
Press Releases
Monday, 25 August 2025 12:00
Gary meets with New York City CPAs and financial professionals to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Butcher & Banker (inside 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 25th @ 5 PM ET
Butcher & Banker inside
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
Published in
Press Releases
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
Published in
Press Releases
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
Published in
Press Releases
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
Published in
Press Releases
Friday, 24 January 2025 12:00
Eric hosts Peaceful Pours, a casual happy hour focused on mastering negotiation and resolution at the Silver Bar, inside the Gaylord Texan Resort
Peaceful Pours
Peaceful Pours, a casual happy hour dedicated to exploring the art of negotiation and the finesse of resolution. These sessions present insightful discussions and practical tips on applying tactical persuasion to achieving harmonious outcomes via thoughtful dialogue and graceful compromise.
Friday, January 24th @ 7 PM
Silver Bar (inside the Gaylord Texan Resort)
1501 Gaylord Trail
Grapevine, TX 76051
Published in
Press Releases
