Thursday, 07 August 2025 12:00
Gary presents his 2025 Asset Protection and SCOTUS Update at the FICPA's Summer Vacation Conference at Disney’s Contemporary Resort
2025 Asset Protection and SCOTUS Update
In this seminar, we explore a full array of domestic and international asset protection strategies and related tax considerations. We cover updates on entity and trust formation, jurisdiction selection, expatriation, and pre-immigration planning. Attendees will learn effective ways to insulate assets using LLCs, modern conglomerates, trusts, titling, and applicable exemptions. We also provide a practical analysis of recent Supreme Court and lower court rulings, along with their tax implications.
Thursday, August 7th @ 1:30 PM ET
Visit the FICPA website for more information.
Thursday, August 7th @ 1:30 PM ET
Visit the FICPA website for more information.
Published in
Press Releases
Monday, 25 August 2025 12:00
Gary meets with New York City CPAs and financial professionals to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Butcher & Banker (inside 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 25th @ 5 PM ET
Butcher & Banker inside
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
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Wednesday, 11 June 2025 00:00
Gary meets with CPAs and financial professionals in Puerto Rico to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Chef Lorenzo Restaurant in Puerto Rico, Aguadilla
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.
Wednesday, June 11th @ 5 PM ET / AST
Carr. 418 Km 0.1 & Hwy 111
Aguadilla, Puerto Rico 00603
Published in
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Monday, 28 April 2025 00:00
Gary meets with Las Vegas area CPAs and financial professionals to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Sala 118 (inside the Venetian Resort) in Las Vegas
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, April 28th @ 5 PM PT
Sala 118 at the Venetian Resort
3355 Las Vegas Blvd. South
Las Vegas, NV 89109
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Wednesday, 19 March 2025 00:00
Gary meets with Atlanta area CPAs and financial professionals to discuss the latest developments and trends in tax law for "Tax & Tonic: Practical advice for sophisticated CPAs" at Bulla Gastrobar in Atlanta.
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.
Wednesday, March 19th @ 5 PM ET
Bulla Gastrobar
60 11th St NE
Atlanta, GA 30309
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Friday, 24 January 2025 12:00
Eric hosts Peaceful Pours, a casual happy hour focused on mastering negotiation and resolution at the Silver Bar, inside the Gaylord Texan Resort
Peaceful Pours
Peaceful Pours, a casual happy hour dedicated to exploring the art of negotiation and the finesse of resolution. These sessions present insightful discussions and practical tips on applying tactical persuasion to achieving harmonious outcomes via thoughtful dialogue and graceful compromise.
Friday, January 24th @ 7 PM
Silver Bar (inside the Gaylord Texan Resort)
1501 Gaylord Trail
Grapevine, TX 76051
Published in
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Friday, 02 August 2024 00:00
Gary presents his 2024 asset protection update at the FICPA's Summer Vacation Conference at Disney's Yacht & Beach Club
2024 Asset Protection Update
In this seminar, we provide an asset protection update for 2024. We discuss considerations for entity and trust formation, choosing jurisdictions, choice of governing law and international expatriation and pre-immigration planning. Attendees will learn techniques for effectively structuring assets through LLCs, trusts, titling, and applicable exemptions, along with a practical discussion on new cases and prudent asset protection practices and misconceptions. The discussion also includes a comprehensive tax overview of the practice.
Friday, August 2nd @ 1:30 PM ET
Visit the FICPA website for more information.
Friday, August 2nd @ 1:30 PM ET
Visit the FICPA website for more information.
Published in
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Wednesday, 12 June 2024 00:00
Gary heads to Las Vegas to discuss the Corporate Transparency Act (CTA) and Beneficial Ownership Information Reporting (BOIR) for "Tax & Tonic: Practical advice for sophisticated CPAs" at The Tipsy Robot Bar at The Venetian Las Vegas
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.
Wednesday, June 12th @ 5 PM PT
The Venetian Las Vegas
3377 Las Vegas Blvd S
Las Vegas, NV 89109
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Monday, 10 June 2024 00:00
Gary heads to San Francisco to discuss recent trends in International Taxation for "Tax & Tonic: Practical advice for sophisticated CPAs" at the Laurel Court Restaurant & Bar at the Fairmont San Francisco in Nob Hill
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, June 10th @ 1 PM PT
Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108
Published in
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Thursday, 02 May 2024 00:00
Gary and Thom speak at the Monthly Orlando Tax & Estate Planning Breakfast, where they will discuss: The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Corporate Transparency Act & Beneficial Ownership Information Reporting
The Monthly Orlando Tax & Estate Planning Breakfast is an opportunity for CPAs, Tax Lawyers, and Trust Officers to stay informed about important legal matters. These events are invaluable for keeping up with changes in tax laws, learning about estate planning strategies, and networking with professionals in the field.
Thursday, May 2nd @ 7:30 AM ET
Thursday, May 2nd @ 7:30 AM ET
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