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Thomas C. Shaw

Thomas C. Shaw

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.
The Time to Act is Now: Estate Planning in a Pandemic
As the pandemic grinds on, there are estate planning opportunities in the short run because of lower asset values and lower interest rates. These allow clients to reduce estate taxes by transferring assets out of their estates at a reduced gift tax cost.  More likely, greater appreciation will also be removed from their estates in the future as the economy rebounds.

Wednesday, June 24th @ 12 Noon ET
Register for this (no cost) live seminar.
Is Your IRA Ready for This Brave New World?
The 2020 CARES Act and the 2019 SECURE Act have changed the rules for IRA distributions - both for you as owner and for your named beneficiaries.  Join us as attorney Thom Shaw discusses the new coronavirus rules for distributions and how to salvage a stretch-out for your beneficiaries in light of the new 10-year limit.

Register for this (no cost) live seminar.
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Forster Boughman & Lefkowitz

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


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