Asset Protection and the Latest State Case Law In this seminar, we discuss how U.S. courts have ruled on entity and trust protections in the various jurisdictions. This section of…
Estate Tax Exemption Sunset: Dangers & Opportunities In the seminar, we explore the imminent Estate Tax Exemption Sunset in 2026, assessing both the risks and strategic opportunities it presents. Covering…
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…
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…
Audit Response: Dealing with Post-Payment Recoupment Demands In this seminar, we focus on the intricate realm of managing post-payment recoupment demands arising from audits in the healthcare industry. We explore…
