Tuesday, 16 November 2021 00:00
Eric and Kathryn are back to discuss social media and ethical concerns, specifically related to healthcare businesses and medical providers in their seminar, "Social Media & Ethics for Healthcare Businesses" via Live National Webinar
Social Media and Ethics for Healthcare Businesses
In this seminar, we discuss the legal risks and potential ethical complications that can arise when healthcare businesses and providers engage in the use of social media. Attendees will learn about the legal and ethical concerns that are unique to healthcare businesses along with the key components of an effective social media policy.
Tuesday, Nov. 16th @ 12 Noon ET
Register for this Live (no cost) online seminar.
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Tuesday, 09 November 2021 00:00
Gary and Brian present at the Probate & Pumpernickel where they will discuss legislative trends pertaining to asset protection and tax mitigation in their seminar, "Corporate and Individual Structuring with LLCs and Trusts"
Corporate and Individual Structuring with LLCs and Trusts
In this seminar, we provide insight into the latest judicial guidance and legislative trends pertaining to asset protection and tax mitigation. Attendees will learn the latest strategies for entity formation, choosing jurisdictions, and choice of governing law.
Tuesday, Nov. 9th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 26 October 2021 00:00
Eric and Kathryn discuss the legal risks and potential ethical complications that can arise when businesses and their employees engage in the use of social media in their seminar, "Social Media & Ethics for Business Owners" via Live National Webinar
Social Media and Ethics for Business Owners
Technology and social media offer great potential benefits for businesses to reach vast audiences. In this seminar, we discuss the legal risks and potential ethical complications that can arise when businesses and their employees engage in the use of social media. Attendees will learn how to distinguish between business and personal use of social media and the key components of an effective social media policy for business.
Tuesday, Oct. 26th @ 12 Noon ET
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Wednesday, 20 October 2021 00:00
Thom discusses the impact the Reconciliation Act will likely have on estate and gift taxes in his seminar, "Preparing for the Reconciliation Act: An Estate & Gift Tax Update" via Live National Webinar
Preparing for the Reconciliation Act: An Estate & Gift Tax Update
The proposed estate and gift tax changes will be dramatic. Now is the time to act. Clients need to take action to reduce exposure to estate taxes. In this seminar, we discuss the changes to estate and gift tax laws being proposed in the Reconciliation Act.
Wednesday, Oct. 20th @ 12 Noon ET
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Thursday, 14 October 2021 00:00
Gary and Brian explain how to fortify protective structures by integrating protections available in their latest seminar, "Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling" via Live National Webinar
Integrated Asset Protection: Using LLCs, Trusts, Exempt Assets, and Titling
In this seminar, we reveal how protections available through LLCs, trusts, titling and statutory exemptions may be combined to fortify protective structures. Tax efficient strategies to integrate these techniques are also discussed.
Thursday, October 14th @ 12 Noon ET
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Thursday, 30 September 2021 00:00
Eric and Kathryn discuss confidential information & nondisclosure agreements with emphasis for the medical & technology professional in their seminar, "Understanding Confidentiality and Nondisclosure Agreements" via Live National Webinar
Understanding Confidentiality and Nondisclosure Agreements
Confidential information is a valuable business asset and protecting it should be a business priority. In this seminar, we explore the various types of confidential information and the various forms of confidentiality and nondisclosure agreements. We review the factors to consider when structuring a specific agreement. Attendees will learn best practices for protecting confidential information and abiding by confidentiality obligations to other parties.
Thursday, September 30th @ 12 Noon ET
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Wednesday, 22 September 2021 00:00
Gary and Brian discuss the tax impact of expatriation on U.S. citizens, permanent residents, and U.S. assets in their latest seminar, "Tax Expatriation of People and Assets" via Live National Webinar
Tax Expatriation of People and Assets
This seminar covers the U.S. tax impact of expatriation. Discussions will cover both the expatriation of (i) U.S. citizens and permanent residents and (ii) U.S. assets. The deemed sale imposed on expatriating individuals will be explained and avoidance strategies discussed. Attendees will also learn how to avoid tax regarding the transfer of assets abroad.
Wednesday, September 22nd @ 12 Noon ET
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Tuesday, 14 September 2021 00:00
Teresa presents on the judicial process of capacity determination in her newest seminar, "Guardianship: A Focus on Incapacity Issues" via Live National Webinar
Guardianship: A Focus on Incapacity Issues
In this seminar, we take a focused look on the judicial process of determining capacity, or lack thereof, including the individuals that play key roles throughout the process, the evidentiary issues that may arise, and the rights that may be lost or retained at the time of determination of incapacity.
Tuesday, September 14th @ 12 Noon ET
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Monday, 30 August 2021 00:00
Gary and Brian return to New York City to present their seminar, "Domestic & International Asset Protection for the CPA" for the New York State Society of CPAs at St. John's University
Domestic and International Asset Protection for the CPA
In this seminar, we discuss which domestic and international jurisdictions best protect business owners and investors and how the U.S. courts have interpreted such protections. Related tax issues are also discussed. Attendees will learn about the strengths and weaknesses of LLCs and trusts available domestically and abroad.
LIVE from the St. John's University Campus
Tobin School of Business Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
LIVE from the St. John's University Campus
Tobin School of Business Bent Hall / Room 201
8000 Utopia Parkway
Queens, NY 11439
Monday, August 30th @ 6 PM ET
Visit the NYSSCPA website for more information.
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Wednesday, 18 August 2021 00:00
Eric and Kathryn review the current state of vaccine policies and mask usage in their seminar, "Covid Policies for Business Owners and Managers" via Live National Webinar
Covid Policies for Business Owners and Managers
The pandemic has created new challenges for employers without many clear answers. Employers have a general duty to provide a safe working environment under the federal Occupational Safety and Health Act. However, Florida recently passed a law which restricts business owners from requiring proof of vaccination. More recently, the CDC and Florida’s Governor DeSantis have voiced opposing views. What are business owners to do? Get practical guidance for crafting business policies in the midst of all of the noise.
Wednesday, August 18th @ 12 Noon ET
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