Thomas C. Shaw
Thursday, 16 March 2023 18:56
Thom discusses advanced techniques and recently proposed changes in estate planning, in his seminar "Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients" via Live National Webinar
Advanced Estate Planning Techniques: Maximizing Tax Efficiency for Your Clients
In this seminar, we explore advanced estate planning techniques for maximizing tax efficiency and minimizing estate tax liability. Attendees will learn about the latest developments in estate and gift tax planning, including newly proposed changes. This seminar also covers strategies for using QPRTs, GRATs, CRTs, and IDGTs, as well as other tax-efficient asset transfer strategies.
Thursday, March 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Thursday, March 16th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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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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Thursday, 08 December 2022 00:00
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.
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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, 09 February 2022 00:00
Thom presents on "The Ever-Changing Estate and Gift Tax: What CPAs Need to Know" for the FICPA's Volusia Chapter
The Ever-Changing Estate and Gift Tax: What CPAs Need to Know
If the Build Back Better reconciliation act is passed in pieces, the estate and gift tax changes could be dramatic. Now is the time to act. Clients need to take steps to reduce their exposure to estate taxes. In this seminar, we discuss the proposed changes to estate and gift tax laws and ways to plan no matter what happens.
Wednesday, February 9th @ 5 PM ET
Visit the FICPA website for more information.
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Thursday, 09 December 2021 01:00
Thom discusses the SECURE Act and the CARES Act in his seminar, "Worried About Inflation? You Should Worry About Your IRA Planning" at the FICPA's Federal Tax Conference
Worried About Inflation? You Should Worry About Your IRA Planning
In this seminar, we discuss ways to salvage a stretch-out for beneficiaries in light of the new 10-year limit, review the temporary Covid distribution rules under the CARES Act, and provide an update on the new IRA rules under the Build Back Better Act.
Thursday, December 9th @ 11 AM ET
Visit the FICPA website for more information.
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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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Tuesday, 27 July 2021 00:00
Thom heads into the recording studio with LawPracticeCLE to discuss proposed changes to estate and gift tax laws in his seminar, "Proposed Changes to Estate and Gift Tax Laws." This seminar is being recorded for national distribution.
Proposed Changes to Estate and Gift Tax Laws
Whether the proposed estate and gift tax changes end up being a typhoon or just an unusually high tide, there is no time like right now for clients to reduce their exposure to estate taxes. Learn the steps to take to weather the upcoming storm.
Tuesday, July 27th
Visit the LawPracticeCLE website for more information.
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Wednesday, 19 May 2021 00:00
Thom discusses proposed changes to estate and gift tax laws in an unpredictable political climate, in his seminar, "Navigating the Looming Estate & Gift Tax Storm" via Live National Webinar
Navigating the Looming Estate & Gift Tax Storm
Whether the proposed estate and gift tax changes end up being a typhoon or just an unusually high tide, there is no time like right now for clients to reduce their exposure to estate taxes. In this seminar, we discuss the changes to estate and gift tax laws that are being proposed in the current unpredictable political landscape, and the steps to take to weather the storm.
Wednesday, May 19th @ 12 Noon ET
Register for this Live (no cost) seminar.
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Wednesday, 24 February 2021 00:00
Thom discusses President Biden's call to eliminate certain tax breaks. including like-kind exchange tax benefits, in his seminar, "Is this the End of Like-Kind Exchanges and Other Tax Basis Planning?" via Live National Webinar
Is this the End of Like-Kind Exchanges and Other Tax Basis Planning?
Learn the reasons for executing a 1031 like-kind exchange. While this technique requires careful planning, the benefit can be the deferral of taxes, which will be particularly important if capital gains tax rates are raised to the highest marginal income tax rate. Attendees will also learn about deferring capital gains taxes on the sale of investment properties, why now is particularly important from a timing perspective for those selling buildings or land, and related tax basis planning when a 1031 exchange is not possible.
Wednesday, February 24th @ 12 Noon ET
Register for this Live (no cost) seminar.
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