Wednesday, 13 April 2022 11:10
Gary discusses the U.S. tax impact of expatriation for citizens, permanent residents, and assets in his seminar, "Expatriation: Should I Stay Or Should I Go?" via Live National Webinar
Expatriation: Should I Stay Or Should I Go?
In this seminar, we discuss the U.S. tax impact of expatriation. Discussion covers the expatriation of U.S. citizens, permanent residents, and U.S. assets. The deemed sale imposed on expatriating individuals is explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.
Wednesday, April 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, April 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 24 March 2022 20:00
Brian presents on cryptocurrency tax planning & compliance in his seminar, "Cryptocurrencies: How they work, are taxed, and used in industry" at the FICPA's CFO and Controller Conference.
Cryptocurrencies: How they work, are taxed, and used in industry
In this seminar, we present an overview of how cryptocurrencies and blockchains work and are taxed. General analysis of cryptocurrency income tax planning and compliance is also discussed.
Friday, March 25th @ 9 AM ET
Visit the FICPA website for more information.
Friday, March 25th @ 9 AM ET
Visit the FICPA website for more information.
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Thursday, 24 March 2022 12:26
Eric presents on increasing LLC protections from creditors, in his seminar, "LLC Asset Protection: Drafting and Litigation Safeguards" for the National Business Institute
LLC Asset Protection: Drafting and Litigation Safeguards
In this seminar, we provide a detailed review of LLC protections. Learn how to insulate assets and confront creditor attacks with careful drafting and precise application of the rules.
Thursday, March 24th @ 10 AM ET
Visit the National Business Institute website for more information.
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Thursday, 10 March 2022 11:11
Gary discusses the insight into the most effective offshore asset protection strategies in his seminar, "International Asset Protection and Tax Planning" via Live National Webinar
International Asset Protection and Tax Planning
In this seminar, we discuss the most effective offshore asset protection strategies. Attendees will learn how best to establish and fund foreign business entities and trusts, with U.S. tax efficiency.
Thursday, March 10th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Friday, 11 February 2022 08:46
Eric presents on "Ethics and Social Media for Attorneys" at the Orange County Bar Association's EGT Committee Seminar
Ethics and Social Media for Attorneys
February 11th @ 4 PM ET
Eric presents at the Orange County Bar Association's annual EGT Committee seminar. LIVE from the Orange County Bar Assoc. -- 880 N Orange Ave, Orlando, FL 32801.
Please contact the OCBA's Estate, Guardianship & Trust Committee for more information.
February 11th @ 4 PM ET
Eric presents at the Orange County Bar Association's annual EGT Committee seminar. LIVE from the Orange County Bar Assoc. -- 880 N Orange Ave, Orlando, FL 32801.
Please contact the OCBA's Estate, Guardianship & Trust Committee for more information.
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Tuesday, 08 February 2022 19:00
Thom presents on "The Ever-Changing Estate and Gift Tax: What CPAs Need to Know" for the FICPA's Volusia Chapter
The Ever-Changing Estate and Gift Tax: What CPAs Need to Know
If the Build Back Better reconciliation act is passed in pieces, the estate and gift tax changes could be dramatic. Now is the time to act. Clients need to take steps to reduce their exposure to estate taxes. In this seminar, we discuss the proposed changes to estate and gift tax laws and ways to plan no matter what happens.
Wednesday, February 9th @ 5 PM ET
Visit the FICPA website for more information.
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Monday, 07 February 2022 20:00
Eric discusses "6 Things to know about Retirement from an Attorney and CFP" with financial advisor Michael Clark from Raymond James at the Winter Park Library
Tuesday, February 8th @ 5 PM ET
6 things to know about Retirement from an Attorney and CFP
Come on out and bring a friend to this hot topic discussion in an exciting live forum.
Winter Park Library
1052 W Morse Blvd
Winter Park, FL 32789
6 things to know about Retirement from an Attorney and CFP
Come on out and bring a friend to this hot topic discussion in an exciting live forum.
Winter Park Library
1052 W Morse Blvd
Winter Park, FL 32789
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Monday, 07 February 2022 19:00
Brian provides an overview on foreign asset protection trusts and related federal taxation and compliance issues in his seminar, "Foreign Asset Protection Trusts" at Central Florida Estate Planning Council (CFEPC) Lunch & Learn.
Foreign Asset Protection Trusts
In this seminar, we presents an overview of foreign asset protection trusts, examination of different jurisdictional options, and federal taxation for U.S. resident and non-resident grantors, trustees, and beneficiaries, and related compliance issues.
Tuesday, February 8th @ 12 Noon ET
Register for this Live (no cost) online seminar.
Tuesday, February 8th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Tuesday, 25 January 2022 19:00
Eric discusses alternative methods of resolving legal disputes in his seminar, "Alternative Dispute Resolution: Negotiation, Mediation, and Arbitration" via Live National Webinar
Alternative Dispute Resolution: Negotiation, Mediation, and Arbitration
In this seminar, we discuss alternative methods of resolving legal disputes outside the often laborious and costly court system. We also discuss the advantages offered by structured negotiation, mediation, and arbitration. Attendees will learn how to effectively resolve legal issues outside of the court system.
Wednesday, Jan. 26th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Wednesday, 12 January 2022 19:00
Eric and Gary present on LLC charging orders from both creditor and debtor perspectives for the National Business Institute
LLC Charging Orders: Creditor and Debtor Perspectives
A charging order provides a creditor with a lien on an LLC member's financial rights, allowing, in some cases, the creditor to seize distributions to the owner-debtor. Learn how business members can protect their interests and understand the rights charging orders confer to creditors.
Thursday, Jan. 13th @ 2 PM ET
Please contact the National Business Institute for more info.
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