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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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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Wednesday, 18 September 2019 20:00
Gary and Brian present their seminar "The Taxation of Foreign Trusts and the American Grantor - Lifetime Transfers and Deemed Sales" via Live National Webinar
September 19th @ 12 Noon ET
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
Learn about the U.S. tax impact of creating, funding, and dividing a foreign trust by a U.S. citizen or resident. Issues discussed include the tax impact of a change in status of the grantor, trustee, or beneficiaries. Planning strategies presented include gift and estate tax avoidance as well as avoiding the deemed sale of trust assets.
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Monday, 26 August 2019 20:00
Gary and Brian present their seminar "Foreign Taxation with Associated Asset Protection and the Impact of Cryptocurrencies" from the St. John's University campus in New York City
St. John's University Campus
Tobin School of Business
Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
Please contact the NYSSCPA Queens / Brooklyn Chapter for more info.
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Tuesday, 20 August 2019 20:00
Gary and Eric head back into Miami to present their latest seminar "Cryptocurrencies and Asset Protection" for the FICPA South Dade at the Killian Green Golf Course in Miami
FICPA South Dade / Miami
Killian Green Golf Course
9950 SW 104 Street
Miami, FL 33176
Please contact the FICPA South Dade Chapter for more info.
Killian Green Golf Course
9950 SW 104 Street
Miami, FL 33176
Please contact the FICPA South Dade Chapter for more info.
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Tuesday, 25 June 2019 21:00
Eric and Brian present their seminar "Cryptocurrency Law: Bitcoin and More" to the FICPA Mid-Florida Chapter via video report
FICPA Mid-Florida Chapter
Ocala CEP Building
310 SE 3rd Street
Ocala, Florida 34471
For more information, please contact the FICPA Mid-Florida Chapter
Ocala CEP Building
310 SE 3rd Street
Ocala, Florida 34471
For more information, please contact the FICPA Mid-Florida Chapter
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Tuesday, 25 June 2019 20:00
Gary and Brian present their seminar "2019 Asset Protection Update and the LLC" to the FICPA Mid-Florida Chapter at the Ocala CEP Building in Ocala
FICPA Mid-Florida Chapter
Ocala CEP Building
310 SE 3rd Street
Ocala, Florida 34471
For more information, please contact the FICPA Mid-Florida Chapter
Ocala CEP Building
310 SE 3rd Street
Ocala, Florida 34471
For more information, please contact the FICPA Mid-Florida Chapter
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Thursday, 13 June 2019 20:00
Gary presents his seminar "Don't Do Asset Protection" Live from the Sorcerer's Apprentice Ballroom at the Disney Contemporary Resort
FICPA's Mega CPE Conference
June 12-15, 2019
Gary presents Don't Do "Asset Protection" Live from the Sorcerer's Apprentice Ballroom at the Disney World Contemporary Resort.
Disney's Contemporary Resort
4600 North World Drive
Lake Buena Vista, FL 32830
Click here for more information about the FICPA's Mega CPE Conference.
June 12-15, 2019
Gary presents Don't Do "Asset Protection" Live from the Sorcerer's Apprentice Ballroom at the Disney World Contemporary Resort.
Disney's Contemporary Resort
4600 North World Drive
Lake Buena Vista, FL 32830
Click here for more information about the FICPA's Mega CPE Conference.
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Sunday, 19 May 2019 20:00
Gary heads to Miami where he was invited to attend the 2019 Miami M International Advisors Conference at the JW Marriott Marquis
2019 Miami M International Advisors Conference
May 20th to 22nd
Gary heads to Miami where he was invited to attend the 2019 M International Advisors Conference
at the:
JW Marriott Marquis Miami
255 Biscayne Boulevard Way
Miami, Florida 33131
Click here for more information about the M International Advisors Conference.
May 20th to 22nd
Gary heads to Miami where he was invited to attend the 2019 M International Advisors Conference
at the:
JW Marriott Marquis Miami
255 Biscayne Boulevard Way
Miami, Florida 33131
Click here for more information about the M International Advisors Conference.
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Wednesday, 08 May 2019 20:00
Congratulations to Gary for being nominated to serve as Chairman of the ABA Asset Protection Committee; Gary will be in Boston attending the 31st Annual ABA RPTE National CLE Conference where he will accept the nomination
Gary heads to Boston to attend the 31st Annual ABA RPTE (Real Property, Trust & Estate) National CLE Conference where he will accept the nomination to serve as Chairman of the ABA Asset Protection Committee.
Click here for more information about the ABA RPTE National CLE Conference.
Click here for more information about the ABA RPTE National CLE Conference.
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