Thursday, 15 January 2026 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, January 15th @ 1 PM ET
Register and catch-up with Eric.
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Thursday, 08 January 2026 00:00
Gary presents for the National Business Institute. He covers estate and gift tax strategies for family businesses, including valuation, trusts, gifting, and succession, in his seminar: "Tax-Saving Tactics for Family Business Owners: Estate and Gift"
Tax-Saving Tactics for Family Business Owners: Estate and Gift Tax Considerations
In this seminar, we examine practical estate and gift tax planning strategies tailored to family business owners. Topics include valuation of closely held businesses, lifetime gifting techniques, use of trusts and family entities, coordination with succession planning, and recent developments in federal transfer tax law. Attendees will gain awareness on key estate planning, wealth transfer, and tax efficiency considerations for family owned enterprises.
Thursday, January 8th @ 1:45 PM ET
Visit the National Business Institute website for more information.
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Wednesday, 10 December 2025 00:00
Gary presents his seminar, "Modern Asset Protection and Tax Strategies for the Nevada CPA: Including Key Insights from the One Big Beautiful Bill Act and U.S. Supreme Court Rulings," for the NVCPA at RubinBrown in Las Vegas, NV
Modern Asset Protection and Tax Strategies for the Nevada CPA
Including Key Insights from the One Big Beautiful Bill Act and U.S. Supreme Court Rulings
Including Key Insights from the One Big Beautiful Bill Act and U.S. Supreme Court Rulings
In this seminar, we explore the latest domestic and international strategies to optimize tax and protective planning. Topics include entity structuring, trust design, jurisdictional selection, multinational considerations, and current developments in federal tax law and Supreme Court precedence. Attendees will gain awareness on key corporate and personal structural issues and tax efficiency.
Wednesday, December 10th @ 12 Noon PT
Visit the Nevada Society of Certified Public Accountants website to register.
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Monday, 01 December 2025 00:00
Eric teaches strategies to counter hardball tactics in high-stakes negotiations for successful outcomes, in his seminar: "Mastering Negotiations: Using and Countering Hardball Tactics" for the NBI
Mastering Negotiations: Using and Countering Hardball Tactics
In this seminar, we explore hardball tactics that can undermine productive negotiations, from extreme opening offers, deceptive anchoring, and bluffing to distractions, red herrings, and other strategic diversions. We also examine power moves such as artificial time limits, unreasonable conditions, ultimatums, intimidation, silence, and walking out, along with delay tactics, false concessions, and nibbling techniques that wear down resolve. Attendees learn practical strategies to stay focused, maintain control, and navigate tough negotiation environments with confidence while protecting their interests and achieving successful outcomes.
Monday, December 1st @ 1:00 PM ET
Visit the National Business Institute website for more information.
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Thursday, 20 November 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, November 20th @ 1 PM ET
Register and catch-up with Eric.
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Friday, 14 November 2025 00:00
Gary presents for the National Business Institute. He explains the potential advantages and pitfalls of single-member LLCs, in his seminar: "Asset Protection with Single-Member LLCs"
Asset Protection with Single-Member LLCs
In this seminar, we examine key considerations when structuring a Single-Member LLC (SMLLC) in personal and corporate planning. We discuss the strengths and limitations of the SMLLC liability shield, including case law insights. We also explore utilization of different jurisdictions and mixed trust structures for optimal protection and tax advantage.
Friday, November 14th @ 1 PM ET
Visit the National Business Institute website for more information.
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Wednesday, 05 November 2025 00:00
Gary presents to the New York Society of CPAs on tax and corporate issues facing entrepreneurs from startup to sale in his seminar: "The Business Lifecycle: Entity Choice, Governance, Employee Incentives and Sale/Transition"
The Business Lifecycle: Entity Choice, Governance, Employee Incentives and Sale/Transition
In this seminar we discuss the issues raised when considering business start-up, maintaining key employees to further growth (while preserving autonomy) and how each impacts sale opportunities and incentives. We explore the various entity options, restrictions and owner buyouts (including a recent SCOTUS ruling) as well as phantom equity and equity appreciation rights (as alternatives to “true equity”).
Wednesday, November 5th @ 11:30 AM ET
Visit the NY CPA website for more information.
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Thursday, 16 October 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, October 16th @ 1 PM ET
Register and catch-up with Eric.
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Tuesday, 16 September 2025 00:00
Gary presents on foreign trusts for tax planning, compliance, and creditor protection, in his seminar, "The Foreign Trust: Domestic and International Estate and Gift Tax Implications" via Live National Webinar
The Foreign Trust: Domestic and International Estate and Gift Tax Implications
In this seminar, we discuss the use of foreign trusts to avoid U.S. estate and gift tax, with an emphasis on pre-immigration tactics, structuring and compliance. Attendees will learn key distinctions between grantor and non-grantor trusts and how foreign trusts impact U.S. tax exposure, for both U.S. and foreign grantors and beneficiaries. Practical strategies to save income tax and enhance creditor protection will also be discussed.
Tuesday, September 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Thursday, 18 September 2025 00:00
Eric offers free legal advice and guidance to veterans at the Seminole County Public Library (Jean Rhein Central Branch)
Legal Advice Clinic For Veterans
This legal clinic is no cost for veterans who live in Seminole County. Staff and volunteer attorneys will be available to provide free legal advice on family law, housing matters, and estate planning (Power of Attorney, Living Wills, Healthcare Surrogate, and Simple Wills).
Thursday, September 18th @ 1 PM ET
Register and catch-up with Eric.
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