Tuesday, 07 February 2023 19:00
Thom presents for the FICPA Volusia Chapter on techniques CPAs can use to assist their clients with newly proposed IRA distribution regulations, in his seminar, "Shrinking the Estate Tax Target: What CPAs Need to Know" at the LPGA in Daytona Beach
Shrinking the Estate Tax Target: What CPAs Need to Know
In this seminar, we discuss using the full estate tax exclusion before it is reduced in 2026. Attendees will learn techniques that can reduce overall estate taxes for their clients. These techniques include using QPRTs, GRATs, CRTs, and IDGTs. IRA planning and provisions that provide flexibility for future changes in the law are also discussed.
Wednesday, February 8th @ 5 PM ET
Visit the FICPA website for more information.
Published in
Press Releases
Tuesday, 31 January 2023 09:09
Eric is the featured Healthcare speaker for SkillAcquire. He discusses the elements of the payer audit process, how it starts and the steps to take if an audit notification letter is received
Payer Audits
This seminar focuses on providing a better understanding on preparation and appealing of medical audits. One of the greatest challenges facing medical providers and their staff today is how to prepare for medical audits and financial reviews, and how to respond once you receive a payment audit request. In this seminar, we address the fundamentals of healthcare payers and reimbursement, payment and delivery systems, public and private payers, and alternative payment models and options. Laws and regulations related to payment audits and the payer auditing process are also discussed..
Tuesday, January 31st @ 3 PM ET
Visit the SkillAcquire website for more information.
Tuesday, January 31st @ 3 PM ET
Visit the SkillAcquire website for more information.
Published in
Press Releases
Monday, 12 December 2022 19:00
Eric is the featured Healthcare speaker for SkillAcquire. He discusses Medicare and Medicaid, including the history, funding, expansion, and the flexibility states have in managing the programs.
Latest Medicare and Medicaid Guidelines
In this seminar, we review the fundamentals of Medicare, going through each of its parts, demographics, payments, and access. We also discuss the history of Medicaid, innovation, federal requirements for state Medicaid plans, benefits, expanded coverage and improved access under the ACA (Affordable Care Act) and SPA (State Plan Amendments), and waivers. Attendees will gain insight into the essentials of each part of Medicare.
December 13th @ 3 PM ET
Visit the SkillAcquire website for more information.
December 13th @ 3 PM ET
Visit the SkillAcquire website for more information.
Published in
Press Releases
Wednesday, 07 December 2022 19:00
Thom presents at the FICPA Federal Tax Conference. He discusses techniques CPAs can use to assist their clients with newly proposed IRA distribution regulations.
New SECURE Act Changes For CPAs: Maximize Client IRA Planning
In this seminar, we provide CPAs with approaches to assist their clients in reducing the impact and maximizing the benefits under the proposed SECURE Act IRA distribution regulations. Topics include RMDs, eligible designated beneficiaries, which trusts work best, and inherited IRAs. Attendees will learn how to assist their clients with IRA planning and avoid income tax surprises.
December 8th @ 11 AM ET
Visit the FICPA website for more information.
December 8th @ 11 AM ET
Visit the FICPA website for more information.
Published in
Press Releases
Tuesday, 15 November 2022 21:28
Thom discusses the impact of proposed IRA distribution regulations, in his seminar, "Protect Your IRA Planning from the New SECURE Act Proposed Regulations" via Live National Webinar
Protect Your IRA Planning from the New SECURE Act Proposed Regulation
In this seminar, we review the impact of the latest proposed IRA distribution regulations under the SECURE Act. Topics include RMDs, Eligible Designated Beneficiaries, which Trusts still work, and inherited IRAs. Attendees will learn some (unsettling) surprises that could re-write their IRA planning.
Wednesday, November 16th @ 12 Noon ET
Register for this Live (no cost) seminar.
Published in
Press Releases
Wednesday, 12 October 2022 15:23
Eric discusses how to initiate negotiations with difficult parties in his seminar, "Dirty and Hardball Negotiating Tactics: How to Counter Them" for the National Business Institute
Dirty and Hardball Negotiating Tactics: How to Counter Them
In this presentation, Eric discusses common business disputes (such as those that arise in medical practices, partnerships, and other issues often leading to litigation). Eric breaks down how to initiate negotiations particularly involving difficult parties (and counsel). Attendees will learn tactics and strategies to help manage relationships when dealing with challenging situations, difficult people, and engaging in tough conversations.
Wednesday, October 12th @ 3:30 PM ET
Visit the National Business Institute website for more information.
Published in
Press Releases
Wednesday, 21 September 2022 10:15
Eric presents on steps healthcare providers can take to reduce risk in his seminar, "Dealing with Legal Threats and Lawsuits in the Business of Healthcare" Featured Healthcare Speaker at SkillAcquire Online Learning
Dealing with Legal Threats and Lawsuits in the Business of Healthcare
In this seminar, we discuss key action steps healthcare providers can take to reduce exposure to legal risk – from proper corporate structuring, documentation, and risk management, to responding to threats and dealing with lawsuits. Attendees will learn how to proactively increase legal leverage, reduce risk, avoid legal troubles and focus on the business of healthcare.
Wednesday, September 21st @ 1 PM ET
Visit SkillAcquire for more information.
Published in
Press Releases
Wednesday, 17 August 2022 13:19
Eric discusses challenges that arise in common business breakups in his seminar, "Dealing with Difficult Parties in Business Divorce Mediations" via Live National Webinar
Dealing with Difficult Parties in Business Divorce Mediations
In this seminar we discuss challenges that arise in common business breakups such as those involving medical practices, partnerships, and other closely held companies. Attendees will learn tactics and strategies to help manage relationships when dealing with challenging situations, difficult people, and engaging in tough conversations.
Wednesday, August 17th @ 12 Noon ET
Register for this Live (no cost) online seminar.
Published in
Press Releases
Tuesday, 10 May 2022 20:00
Eric and Tom Gillmore discuss business valuations and their usage in business dispute resolution in their seminar, "Using Business Valuations to Resolve Disputes in Mediation" via Live National Webinar
Using Business Valuations to Resolve Disputes in Mediation
In this seminar, we discuss the mechanics of business valuations and the importance of understanding discounts, such as for lack of marketability, control, and key man discounts, among others. Attendees will get the benefit of hearing both the legal and financial perspectives.
Wednesday, May 11th @ 12 Noon ET
Register for this Live (no cost) online seminar.
Published in
Press Releases
Thursday, 21 April 2022 11:19
Eric discusses dispute resolution techniques addressing unique conflicts that arise in healthcare practices in his seminar, "Mediation for Medical Practices" via Live National Webinar
Mediation for Medical Practices
In this seminar, we discuss how medical practices (and other healthcare professionals) can work-through conflicts and create workable solutions that avoid the chaos of litigation. Attendees will learn how medical groups can use mediation as a tool to resolve conflicts.
Thursday, April 21st @ 12 Noon ET
Register for this Live (no cost) online seminar.
Published in
Press Releases
