Wednesday, 08 February 2023 00:00
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.
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Wednesday, 16 November 2022 02:28
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.
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Wednesday, 20 October 2021 00:00
Thom discusses the impact the Reconciliation Act will likely have on estate and gift taxes in his seminar, "Preparing for the Reconciliation Act: An Estate & Gift Tax Update" via Live National Webinar
Preparing for the Reconciliation Act: An Estate & Gift Tax Update
The proposed estate and gift tax changes will be dramatic. Now is the time to act. Clients need to take action to reduce exposure to estate taxes. In this seminar, we discuss the changes to estate and gift tax laws being proposed in the Reconciliation Act.
Wednesday, Oct. 20th @ 12 Noon ET
Register for this Live (no cost) seminar.
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