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Thomas C. Shaw

Thomas C. Shaw

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.
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.
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.
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.
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.
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.
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.
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.
Did your IRA Planning Survive the 2019 SECURE Act?
Learn about IRA distribution rule changes affecting both owners and named beneficiaries. Actionable measures for salvaging a stretch-out for beneficiaries in light of the new 10-year limit are also discussed.

Thursday, December 10th @ 8 AM ET
Visit the FICPA website for more info.
Asset Valuations after COVID-19
Learn about the opportunities and issues created by the SECURE Act and the global COVID-19 pandemic. Thom discusses asset valuation planning in this new world.

Friday, September 18th @ 11 AM ET
Visit the National Business Institute website for more info.
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Forster Boughman & Lefkowitz

Our mission is to serve as a resource for complex domestic and international business transactions, tax, health law, asset protection, and related litigation.

Our firm is an approachable and economic alternative to large national and international law firms.  Se habla español.



 

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ForsterBoughman
2200 Lucien Way, Suite 405
Orlando (Maitland), Florida  32751


Local:  (407) 255-2055

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Office hours:  Open weekdays
from 8:30 AM to 5:30 PM