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.

CLICK HERE TO REGISTER