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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Tuesday, 21 October 2025 00:00
Gary presents for the FICPA Gulf Coast Chapter his seminar: "Domestic and International Tax and Asset Protection Planning for CPAs, Including Review of the One Big Beautiful Bill Act" at Sarasota Yacht Club
Domestic and International Tax and Asset Protection Planning for CPAs
Including Review of the One Big Beautiful Bill Act and SCOTUS Tax Rulings
Including Review of the One Big Beautiful Bill Act and SCOTUS Tax Rulings
In this seminar, we discuss tax options and protective strategies and structuring considerations relevant to the CPA. Topics include tax structures, modern conglomerates, domestic and international trusts, jurisdictional choices, cross-border planning, tax changes in the One Big Beautiful Bill Act and recent Supreme Court decisions. Attendees will learn practical approaches to refine client holdings and business structures for stronger creditor protection and improved tax efficiency.
Tuesday, October 21st @ 12 Noon ET
FICPA Gulf Coast Chapter
Sarasota Yacht Club
1100 John Ringling Blvd
Sarasota, FL 34236
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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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Wednesday, 19 November 2025 00:00
Eric covers how AI transforms healthcare, raising regulatory, legal, ethical, and privacy challenges in his seminar: "Legal and Regulatory Challenges of Artificial Intelligence in Healthcare" via Live National Webinar
Legal and Regulatory Challenges of Artificial Intelligence in Healthcare
Artificial intelligence is becoming a core feature of modern healthcare, powering everything from clinical decision support and diagnostics to billing and administrative processes. Yet its rapid adoption raises difficult legal and regulatory questions. In this seminar, will examine how AI interacts with existing frameworks such as HIPAA, FDA medical device regulation, and professional liability standards. We also address concerns around bias, transparency, and accountability, along with the unique data privacy risks of training AI on sensitive health information. Attendees will leave with a clear understanding of the evolving regulatory landscape and practical strategies to help clients mitigate risks while responsibly leveraging AI in healthcare.
Wednesday, November 19th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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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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Friday, 26 September 2025 00:00
Eric presents strategies to overcome negotiation impasses using behavior psychology, persuasion tactics, and dispute resolution techniques, in his seminar: "Unlock the Deadlock: Breaking Through Impasse in Negotiations" for the NBI
Unlock the Deadlock: Breaking Through Impasse in Negotiations
In this seminar, we examine how attorneys can recognize, address, and break through negotiation impasses with precision and confidence. Drawing on insights from behavioral psychology, game theory, persuasion principles, and practical dispute resolution, we will explore how to uncover the root causes of stalled talks, neutralize delay tactics, pinpoint the bargaining zone, and foster cooperation without sacrificing client interests. We will also cover techniques for reframing deadlock situations to create movement and de-escalating tension before it derails the process. Attendees will leave equipped with clear, actionable strategies to turn stalemates into opportunities, advance toward resolution, and achieve favorable outcomes in even the most entrenched disputes.
Friday, September 26th @ 11 AM ET
Visit the National Business Institute website for more information.
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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.
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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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