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 Asset Protection Trusts (DAPTs) In this seminar, we discuss trusts designed to protect assets from creditors while allowing individuals to maintain some level of control over trust asset. We…
From Crisis to Resolution: Adapting Hostage Negotiation Techniques for Legal Disputes In this seminar, we present a unique approach to resolving legal disputes by adapting the proven techniques of hostage…
Medicare and Medicaid Appeals In this seminar, we present an overview of the Medicare and Medicaid appeals process, which enables beneficiaries and providers to challenge healthcare-related decisions made by Medicare…
Should I Stay or Should I Go? International Tax Planning and Structuring In this seminar, we provide an overview of international tax and protective planning strategies for high-net-worth clients. Topics…
