THE SHEPPARD LAW FIRM LEARNING CENTER
Our new Learning Center is now open to our Client Care Members, their friends and their families.
Join us at the Learning Center for Client Care workshops, classes, and other live events!
Sheppard Law Firm Learning Center
1567 Hayley Ln Ste. 205
Fort Myers, FL 33907
2024 Client Care Workshops
Eliminate Capital Gains: Community Property Trusts
Two Live Sessions - 10:00AM March 5th & 10:00AM March 6th 2024
PLEASE NOTE: If you already have a Community Property Trust, or if you are unmarried, you do not need to attend this workshop.
Learn about a Florida law designed to achieve a full step-up in tax cost basis for married couples at the passing of the first spouse: eliminating capital gains.
CLICK HERE TO REGISTER
BENEFICIARY INCOME TAX PLANNING
Two Live Sessions - 10:00AM APRIL 2ND & 10:00AM April 3rd 2024
Learn how state income tax affects the inheritance you leave your beneficiaries, and what planning might be accomplished to minimize those taxes.