Sunday, 24 September 2023 20:00
Gary explores partnership tax considerations for family structures, asset protection, jurisdiction choices, and trust strategies in his seminar, "Family Limited Partnerships in Estate Planning Program" for the National Business Institute.
Family Limited Partnerships in Estate Planning Program
In this seminar, we explore a wide range of topics raised by the family investment structure. Included in the discussion will be estate and gift tax strategies, distribution and basis issues and how to best protect partnership assets for generations. Attendees will gain insight into selecting the right jurisdiction and how to blend partnership and trust strategies (foreign and domestic). Discussion includes nuances like partnership tax classification and "S" status for family businesses.
Monday, September 25th @ 2 PM ET
Visit the National Business Institute website for more information.
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Wednesday, 13 September 2023 13:49
Eric dives into healthcare business disputes and discusses how to resolve disputes while maintaining key relationships in his seminar, "Risk Management for Healthcare Businesses: Dealing with Threats and Lawsuits" via Live National Webinar.
Risk Management for Healthcare Businesses: Dealing with Threats and Lawsuits
In this seminar, we explore healthcare business disputes, uncovering strategies to mitigate threats and prevent lawsuits. From common partnership and employment related issues, to billing audits and recoupments, and third-party claims, we dissect scenarios that often escalate into legal battles and explain proven dispute resolution strategies. Learn the art of initiating negotiations, even with the most challenging parties, including legal representatives. Attendees will gain essential tactics for navigating tough situations and fostering constructive relationships, ensuring adept management of potential conflicts.
Wednesday, September 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, September 13th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Sunday, 27 August 2023 20:00
Gary meets with New York City CPAs to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at The New Yorker Hotel in Midtown Manhattan.
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 international, corporate and estate tax matters.
Monday, August 28th @ 5 PM ET
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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Monday, 28 August 2023 20:00
Eric is the Featured Healthcare Speaker for SkillAcquire. He discusses physician employment agreements, including structure, compensation, benefits, compliance, negotiation, and insurance types.
Physicians and Healthcare Workers Employment Agreements
In this seminar, we explain physician employment agreements, including their structure and terminology, compensation and benefits, compliance with laws and regulations, and types of insurance. We discuss negotiation considerations and the importance of understanding the contract terms. We also address the various methods of compensation, additional benefits, and compliance with regulations such as the Anti-Kickback Statute and False Claims Act. Attendees will learn about the two primary types of insurance: claims-made and occurrence-based.
Tuesday, August 29th @ 3 PM ET
Visit the SkillAcquire website for more information.
Tuesday, August 29th @ 3 PM ET
Visit the SkillAcquire website for more information.
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Thursday, 03 August 2023 20:00
Gary and Brian present their 2023 asset protection update at the FICPA's Summer Vacation Conference at Disney's Grand Floridian Resort.
2023 Domestic and International Asset Protection Update
In this seminar, we present our 2023 overview of the foundational issues and recent changes to the statutes and cases forming domestic and international asset protection planning. Discussion includes relevant structuring and tax avoidance strategies. The tax impact of expatriation and immigration is also discussed.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
Friday, August 4th @ 8:30 AM ET
Visit the FICPA website for more information.
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Wednesday, 02 August 2023 20:00
Eric is the Featured Healthcare Speaker for SkillAcquire. He explores medical billing requirements for providers and facilities under the No Surprises Act. Learn about the interim final regulations & implementation details.
Surprise Medical Billing Act
In this seminar, we provide an overview of surprise medical billing requirements for healthcare providers (such as physicians, billing practitioners, and air ambulance services) and facilities (including hospitals, freestanding emergency departments, and urgent care centers) governed by the No Surprises Act (part of CAA-21). The provided information reflects interim final regulations (IFRs) issued in July and October 2021, outlining the Act's implementation, including its prohibitions on surprise medical bills and balance billing. Additional obligations for providers and facilities, like the notice and consent exception process, provider disclosures, good faith estimates, provider directory information, the Independent Dispute Resolution (IDR) process, and enforcement with potential penalties, are also highlighted.
Thursday, August 3rd @ 1 PM ET
Visit the SkillAcquire website for more information.
Thursday, August 3rd @ 1 PM ET
Visit the SkillAcquire website for more information.
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Tuesday, 18 July 2023 20:00
Eric explores the complex world of healthcare payment systems, examining provider dynamics, fee-for-service and managed care models, and a diverse range of payors in his seminar, "Healthcare Payers and Reimbursements" via Live National Webinar.
Healthcare Payers and Reimbursements
In this seminar, we delve into the intricate landscape of payment and delivery systems within the healthcare industry, examining the dynamic between providers and fee-for-service (FFS) and managed care payment models. We provide a comprehensive exploration of the diverse range of payors for healthcare services, encompassing both public and private sectors. Public payors such as Medicare, Medicaid, Children's Health Insurance Program (CHIP), TRICARE, the Indian Health Service, and the Federal Employees Health Benefits Program are examined alongside private payors represented by commercial health plans catering to both individual and employer-based coverage. Attendees will gain the insight necessary to get properly and timely paid for their services.
Wednesday, July 19th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, July 19th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Tuesday, 11 July 2023 20:00
Gary discusses asset protection trusts and LLCs, exploring domestic and offshore options, advantages, disadvantages, and tax strategies in his seminar, "Global and Domestic Asset Protection Options: A Worldwide Comparison" via Live National Webinar.
Global and Domestic Asset Protection Options: A Worldwide Comparison
In this seminar, we present an overview of asset protection trusts and LLCs, offered domestically and offshore. Discussion will include advantages of foreign statutes and case law over similar domestic asset protection tools (and vice versa). Tax strategies will also be discussed.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Wednesday, July 12th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 26 June 2023 20:00
Eric is the Featured Healthcare speaker for SkillAcquire, he provides insights into healthcare payment systems, encompassing fee-for-service and managed care models, public and private payors, and the intricacies of healthcare financing.
Payers and Reimbursement
In this seminar, we delve into the intricate landscape of payment and delivery systems within the healthcare industry, shedding light on the dynamic interplay between fee-for-service (FFS) and managed care models. We provide a comprehensive exploration of the diverse range of payors for healthcare services, encompassing both public and private sectors. Public payors such as Medicare, Medicaid, Children's Health Insurance Program (CHIP), TRICARE, the Indian Health Service, and the Federal Employees Health Benefits Program are examined alongside private payors represented by commercial health plans catering to both individual and employer-based coverage. Attendees will gain insight into the multifaceted landscape of healthcare financing, empowering them to navigate the complexities of the industry with confidence and astuteness.
Tuesday, June 27th @ 1 PM ET
Visit the SkillAcquire website for more information.
Tuesday, June 27th @ 1 PM ET
Visit the SkillAcquire website for more information.
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Thursday, 15 June 2023 20:00
Eric presents for the Seminole County Bar Association (SCBA) on the topic of non-compete agreements, he discusses federal ban efforts, FTC's proposed rule, exceptions, and some mechanisms companies can use to protect certain business interests.
Federal Efforts to Ban Non-Competes: Proposed Rule (and Alternatives)
In this seminar, we discuss recent federal efforts to ban non-compete agreements and the FTC’s proposed rule on non-competes. Attendees will learn about the proposed rule, exceptions, and potential carve-outs. We also discuss alternatives to non-compete agreements, such as non-solicitation clauses, garden leave provisions, and other mechanisms companies can use to protect certain business interests.
Friday, June 16th @ 12 Noon ET
Visit the SCBA website to register.
Friday, June 16th @ 12 Noon ET
Visit the SCBA website to register.
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