Friday, 13 March 2026 00:00
Gary presents for the National Business Institute. He discusses case law impacting single-member LLCs, creditor remedies, and asset protection planning in his seminar: "Single Member LLCs: Notable Recent Case Law Review"
Single Member LLCs: Notable Recent Case Law Review
In this seminar, we review significant case law affecting the viability of single-member LLCs. Discussion will include recent rulings on member/debtor exposure. We examine how rulings around the globe influence asset protection planning, entity structuring, and exposure to business owners and investors. Attendees will gain practical insight into how best to use single-member LLCs as well as associated tax implications.
Friday, March 13th @ 3:15 PM ET
Visit the National Business Institute website for more information.
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Wednesday, 25 March 2026 00:00
Teresa explores committee roles, incapacity standards, and advocacy strategies in her seminar: "Florida Guardianships: Strategy for Attacking and Defending Examining Committee Reports" via Live National Webinar
Florida Guardianships: Strategy for Attacking and Defending Examining Committee Reports
In this seminar, we examine the role of the examining committee in Florida guardianship proceedings and the legal standards governing incapacity determinations. We discuss statutory requirements, report preparation, evidentiary challenges, and common weaknesses that arise in committee reports. We also address effective strategies for attacking and defending reports through motion practice and at hearing. Attendees will gain practical guidance on evaluating examining committee reports and advocating effectively for their clients in incapacity proceedings.
Wednesday, March 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, March 25th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Wednesday, 11 March 2026 00:00
Eric examines the ways AI is transforming healthcare, including the regulatory, legal, ethical, and privacy challenges in his seminar: "Legal and Regulatory Challenges of AI in Healthcare" via Live National Webinar
Legal and Regulatory Challenges of AI in Healthcare
Artificial intelligence is becoming a core feature of modern healthcare, powering everything from clinical decision support and diagnostics to billing and administrative processes. Yet its rapid adoption raises difficult legal and regulatory questions. In this seminar, will examine how AI interacts with existing frameworks such as HIPAA, FDA medical device regulation, and professional liability standards. We also address concerns around bias, transparency, and accountability, along with the unique data privacy risks of training AI on sensitive health information. Attendees will leave with a clear understanding of the evolving regulatory landscape and practical strategies to help clients mitigate risks while responsibly leveraging AI in healthcare.
Wednesday, March 11th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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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
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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.
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Thursday, 19 February 2026 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, February 19th @ 1 PM ET
Register and catch-up with Eric.
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Thursday, 15 January 2026 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, January 15th @ 1 PM ET
Register and catch-up with Eric.
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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
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Thursday, 08 January 2026 00:00
Gary presents for the National Business Institute. He covers estate and gift tax strategies for family businesses, including valuation, trusts, gifting, and succession, in his seminar: "Tax-Saving Tactics for Family Business Owners: Estate and Gift"
Tax-Saving Tactics for Family Business Owners: Estate and Gift Tax Considerations
In this seminar, we examine practical estate and gift tax planning strategies tailored to family business owners. Topics include valuation of closely held businesses, lifetime gifting techniques, use of trusts and family entities, coordination with succession planning, and recent developments in federal transfer tax law. Attendees will gain awareness on key estate planning, wealth transfer, and tax efficiency considerations for family owned enterprises.
Thursday, January 8th @ 1:45 PM ET
Visit the National Business Institute website for more information.
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Wednesday, 10 December 2025 00:00
Gary presents his seminar, "Modern Asset Protection and Tax Strategies for the Nevada CPA: Including Key Insights from the One Big Beautiful Bill Act and U.S. Supreme Court Rulings," for the NVCPA at RubinBrown in Las Vegas, NV
Modern Asset Protection and Tax Strategies for the Nevada CPA
Including Key Insights from the One Big Beautiful Bill Act and U.S. Supreme Court Rulings
Including Key Insights from the One Big Beautiful Bill Act and U.S. Supreme Court Rulings
In this seminar, we explore the latest domestic and international strategies to optimize tax and protective planning. Topics include entity structuring, trust design, jurisdictional selection, multinational considerations, and current developments in federal tax law and Supreme Court precedence. Attendees will gain awareness on key corporate and personal structural issues and tax efficiency.
Wednesday, December 10th @ 12 Noon PT
Visit the Nevada Society of Certified Public Accountants website to register.
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