The Psychology that Drives Settlement: Understanding Loss, Risk, and Resolution In this seminar, we examine the hidden psychological forces that shape settlement negotiations, with a focus on how cognitive biases,…
Pre-Immigration and Exit Planning for the Wealthy: Tax Triggers & Structural Solutions In this seminar, we explore the U.S. tax implications and structural considerations for wealthy individuals entering or exiting…
Florida Guardianship Law: Protecting the Elderly and Preventing Abuse In this seminar, we examine the state of Florida’s Guardianship Law in 2025 and explore whether it provides sufficient protection for…
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…
Domestic and International Asset Protection and Tax Planning for CPAs In this seminar, we discuss protective strategies and structuring considerations for CPAs. Topics include modern conglomerates, domestic and international trusts,…