William G. Smith

Homestead Planning for Florida Residents with Minor Children

Author / February 2024
Luxury Home Magazine The Palm Beaches, Page 118
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Understanding the Corporate Transparency Act

Author / December 2023
Luxury Home Magazine The Palm Beaches, Page 104
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Gift Tax IRS Inflation Adjustments: Gear Up for Gifting in 2023

Author / October 25, 2022
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What the IRS Can Learn From The Florida Bar Tax Section: Comments to Clawback Proposed Regulations

Contributing Author, Florida Bar Tax Section / August 11, 2022
Forbes.com
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Estate Planning Considerations for Cryptocurrency Investors

Author / January 25, 2022
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The House Rules Committee Removes Major Tax Proposals

Author / November 5, 2021
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How Would Proposed Changes to Federal Estate and Gift Taxes Affect Your Estate Plan?

Author / June 16, 2021
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Important Year-End Tax Planning

Author / October 8, 2020
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How The SECURE Act May Affect You and Your Beneficiaries

Author / April 3, 2020
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Tax Consequences of Trusts; Post-Mortem Tax Planning Options

Speaker / September 2019
Estate Planning and Administration: The Complete Guide Seminar / National Business Institute

Selected Tax Developments in Employee Benefits and Deferred Compensation

Co-Speaker with David E. Bowers / July 2018
Ullman Year-in-Review Seminar / Florida Bar Tax Section

Basic Estate Planning

Speaker / July 2017
First Responders / Village of Tequesta

Selected Tax Developments in Employee Benefits and Deferred Compensation

Co-Speaker with David E. Bowers / July 2017
Ullman Year In Review Seminar / Florida Bar Tax Section

Marshalling Assets and Creditor Claims During Probate; Post-Mortem Tax Planning

Speaker / June 2017
Estate Planning and Administration Seminar / National Business Institute

New Rules Governing Post-Death Tax Basis Consistency & Tax Basis Reporting

Speaker / August 2016
Rehabilitation Center’s Professional Endowment Committee

Estate Planning Minefield: Economic Substance and Related Doctrine

Co-Author / April 2016
Florida Bar Tax Section Seminar
Presented by David E. Bowers

Post-Mortem Planning, Trust Administration, and Tax Hurdles

Speaker / December 2015
Probate Boot Camp Seminar / National Business Institute

Selected Tax Developments in Employee Benefits and Deferred Compensation

Speaker / July 2015
Ullman Year In Review Seminar / Florida Bar Tax Section

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Homestead Planning for Florida Residents with Minor Children

Understanding the Corporate Transparency Act

Gift Tax IRS Inflation Adjustments: Gear Up for Gifting in 2023

What the IRS Can Learn From The Florida Bar Tax Section: Comments to Clawback Proposed Regulations

Estate Planning Considerations for Cryptocurrency Investors

The House Rules Committee Removes Major Tax Proposals

How Would Proposed Changes to Federal Estate and Gift Taxes Affect Your Estate Plan?

Important Year-End Tax Planning

How The SECURE Act May Affect You and Your Beneficiaries

Tax Consequences of Trusts; Post-Mortem Tax Planning Options

Selected Tax Developments in Employee Benefits and Deferred Compensation

Basic Estate Planning

Selected Tax Developments in Employee Benefits and Deferred Compensation

Marshalling Assets and Creditor Claims During Probate; Post-Mortem Tax Planning

New Rules Governing Post-Death Tax Basis Consistency & Tax Basis Reporting

Estate Planning Minefield: Economic Substance and Related Doctrine

Post-Mortem Planning, Trust Administration, and Tax Hurdles

Selected Tax Developments in Employee Benefits and Deferred Compensation