Volusia County:The Ever-Changing Estate and Gift Tax: What CPAs Need to Know

Wednesday, February 09, 2022
5:00pm - 7:00pm (opens at 4:45pm) EST
2Credits
Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$15.00 Regular Price
Non-Members
$25.00 Regular Price
Course Type: Chapter Events
Course Code: 21/VC020922
Vendor: Florida Institute of CPAs (Chapter)

Overview:

The Ever-Changing Estate and Gift Tax: What CPAs Need to Know
Credit(s) and Type: 2 | Technical Business
Speaker Name: Thomas C. Shaw, J.D. - ForsterBoughman


 

Thomas will discuss the changes to estate and gift tax laws that are being proposed for the Reconciliation Act. The estate and gift tax changes are going to be dramatic.  Now is the time to act.  Clients need to take steps to reduce their exposure to estate taxes. Thomas will be providing an overview of the September 2021 Draft of the Reconciliation Act, including Gift/Estate/GST Exclusions, Valuation Discounts, Taxes on Grantor Trusts which restricts use of GRATS, IDGTs, QPRTs, CLATs and ILITs. He will also cover other potential additions to the Reconciliation Act and the impact on Basis, Generation-Skipping, GRATs, and Tax Rates.  Thomas will discuss Techniques that Provide Flexibility and the Impact of Law Changes on other standard estate management techniques.

 

Chapter Registration Contact
Name: Jerome Cruitt
Email: volusiaficpa@gmail.com  
Phone: (386) 385-8250

 

Member Cost $15
Non Member Cost $25
Student Cost: $0  (Please register by phone to receive discount)

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    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
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Login: Please log in 15 minutes before the meeting begins to avoid any last-minute issues. Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit.

Access: Use the link above. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. 

You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

Getting CPE Credit
For virtual chapter CPE events, you will receive an email link to the EZ verification form. This email will be sent at the start time, on the day of the event, to claim your CPE credits on-line. In place of signing-in, to verify your attendance you will access the EZ Verification form to rate your speakers and session. Certify your attendance at the bottom; enter your name and email and click “Done” to submit.

The EZ Verification form will close 7 days following your chapter meeting to be reconciled and CPE credits will be applied to your CPE tracker. Get a printed copy of your CPE report at CPE Tracker.


 

Schedule:

Wednesday, February 9, 2022

The Ever-Changing Estate and Gift Tax: What CPAs Need to Know

Time: Wednesday 5:00PM - 7:00PM

Presenters:

Presenters:

  • Thomas C Shaw

    Thom Shaw is a seasoned attorney with over 30 years of experience practicing in the areas of estate planning, estate and gift taxation, corporate and business law, probate and trust administration, and general real estate.  He is Board Certified in Wills, Trusts and Estates Law, and holds the highest possible Martindale-Hubbell rating of AV-Preeminent.Thom was admitted to the Florida Bar in 1986. ...

    Read more about Thomas C Shaw here

Presenters:

Thomas C Shaw

Thom Shaw is a seasoned attorney with over 30 years of experience practicing in the areas of estate planning, estate and gift taxation, corporate and business law, probate and trust administration, and general real estate.  He is Board Certified in Wills, Trusts and Estates Law, and holds the highest possible Martindale-Hubbell rating of AV-Preeminent.Thom was admitted to the Florida Bar in 1986. ...Read more about Thomas C Shaw here
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org