Tom Wells is an active speaker in national, state and local programs on numerous legal topics affecting entrepreneurs. Some of the topics include estate and asset protection planning, structuring and facilitating the sale of a business, income tax planning for the entrepreneur, selecting the entity of choice and organizing and operating a business to address corporate governance (e.g., shareholder control and liquidity issues). For example, he was the recent chair of a successful estate tax conference sponsored by the Tax Section of The Florida Bar entitled “Tax Planning that Increases the Inheritance.” In 2006, he spoke to at the 25th Annual Spring Meeting of the American Bankruptcy Institute in Washington, D.C. on “Asset Protection after Passage of the 2005 Bankruptcy Abuse Prevention and Consumer Protection Act.” He is also an annual speaker at the Health Law Certification Review Course on “Tax Issues in Healthcare.”
“Speaking is an excellent way for me to stay attuned to the latest planning ideas and techniques that I get to incorporate into the representation of my clients,” said Wells. “It is also important to give something back to the legal community by educating others.”
Tax Planning to Increase the Inheritance, The Tax Section of The Florida Bar, The Diplomat Country Club & Spa, Hallandale, Fla., May 16, 2008.
Advanced Health Law Topics and Certification Review 2008, The Health Law Section of The Florida Bar, Orlando, Fla., March 7 & 8, 2008
Creative Estate Planning Ideas FLP’s, LLC’s and LLLP’s, The RPPTL Section of The Florida Bar, Tampa, Fla., November 8, 2007 and Ft. Lauderdale, Fla. November 9, 2007
Asset Protection after Bankruptcy Reform, Annual Florida Wealth Protection Planning Conference, The Florida Bar, Miami, Fla., May 12, 2006.
Asset Protection after BAPCPA – Testing the Limits; 25th Annual Spring Conference, American Bankruptcy Institute, Washington, DC, April 22, 2006.
Structuring Entities for Physician Group Practices, Annual Healthcare Conference, Florida Institute of Certified Public Accountants, Orlando, Fla., April 30, 2005.
Sale of Personal Goodwill and New IRC 409A for Nonqualified Deferred Compensation Plans, Greater Miami Tax Institute, The City Club, Miami, Fla., December 8, 2004.
Defensive Rabbi Trust Planning, Northern Trust Annual Sales Conference, The Ritz Carlton, Manalapan, Fla., Dec. 8. 2004.
Analysis of Asset Protection for Physicians, Greater Miami Tax Institute, The City Club, Miami, Fla., September 10, 2003.
Domestic Asset Protection Trusts – How They Work and Should Our Clients Use Them, Greater Ft. Lauderdale Tax Council, The Tower Club, Ft. Lauderdale, Fla., October 18, 2002.
Buying and Selling Businesses in Florida, National Business Institute, Inc., Radisson Mart Plaza Hotel, Miami, Fla., September 19, 2002.
Explanation of Domestic Asset Protection Trusts, Greater Miami Tax Institute, The City Club, Miami, Fla., September 18, 2002.
Using FLPs, FLCs, LLPs and LLLPs in Florida, Annual Florida Wealth Protection Planning Conference, The Tax Section of The Florida Bar (Conference Co-Chair), Airport Hilton, Miami, Fla., May 3, 1999.
Drafting Partnership and Limited Liability Company Agreements, The Bridge the Tax Gap Program, The Tax Section of The Florida Bar, Tampa, Fla., January 21, 1999, and Miami, Fla., January 22, 1999.
FLCs and FLPs in Estate Planning, The Estate Planning Conference, The Florida Institute of Certified Public Accountants, Embassy Suites Hotel, Palm Beach Gardens, Fla., November 13, 1998.
Negotiating the Acquisition Agreements, The Florida Bar Mergers and Acquisition Conference, The Tax and Business Law Sections of The Florida Bar, (Speaker and Conference Co-Chair), Miami, Fla., November 5, 1998, and Tampa, November 6, 1998.
Limited Liability Entities, The 13th Annual Accounting Show, The Florida Institute of Certified Public Accountants, Ft. Lauderdale, Fla., September 18, 1998.
Tax Issues and Estate Planning with LLCs, LLCs in Florida – Finally Ready for Primetime?, The Tax and Business Law Sections of The Florida Bar, Airport Marriott, Tampa, Fla., September 17, 1998, and Hyatt Regency, Miami, Fla., September 18, 1998.
Update of Subchapter K and S, Sam Ullman’s Annual Tax Law Update, The Organizational Meeting of the Tax Section of The Florida Bar, Amelia Island Plantation, Florida, July 4, 1998.
Annual Florida Wealth Protection Planning Conference, The Tax Section of The Florida Bar (Conference Co-Chair), Airport Hilton, Miami, Fla., April 8, 1998.
Florida Annual Intangible Tax Planning, FICPA Dade County Tax Conference (Speaker and Conference Co-Chair), Miami Airport Hilton, Miami, Fla., December 14, 1996.
LLC, LLP, PLC, PA, Old GP or New GP: Should You Change?, The 11th Annual Accounting Show, The Florida Institute of Certified Public Accountants, Ft. Lauderdale, Fla., September 20, 1996.
Current Health Care and Tax Issues for Physicians, 1996 Mid-Year Meeting of the Tax Section of the American Bar Association, Orlando, Fla., August 2, 1996.
Choice of Entity for Florida Professional Service Organizations, The Greater Miami Tax Institute, The City Club, Miami, Fla., July 10, 1996; FICPA Dade County Tax Conference (Speaker and Conference Co-Chair), Miami Airport Hilton, Miami, Fla., December 2, 1995.
Comparison of LLCs, FLPs and LLPs, The Estate Planning Council of Greater Miami, The Bankers Club, Miami, Fla., May 9, 1996.
Family Limited Partnerships and Family Limited Liability Companies, The Estate Planning Council of Greater Miami, The Bankers Club, Miami, Fla., April 25, 1995; National Business Institute, Inc., Radisson Mart Plaza Hotel, Miami, Fla., January 18, 1996 and January 21, 1998.
Limited Liability Companies: The Entity of Choice for New IPA’s, Looking Through the Health Care Looking Glass, 1995 Mid-Year Meeting of The Florida Bar, Hyatt Hotel, Miami, Fla., January 13, 1995.
Planning Opportunities with Cancellation of Indebtedness Income, University of Miami Accounting and Tax Conference, Biltmore Hotel, Coral Gables, Fla., October 13, 1994; and The Greater Miami Tax Institute, The City Club, Miami, Fla., July 12, 1995.
Tax Considerations Related to LLCs and Practical Operating Procedures – Maintaining the LLC, Limited Liability Companies: The Entity of Choice in Florida, National Business Institute, Inc., Radisson Mart Plaza Hotel, Miami, Fla., January 18, 1994, September 28, 1994, July 27, 1995, and July 31, 1996, and Ramada Hotel, West Palm Beach, Fla., September 27, 1994.
Florida Limited Liability Companies: Truths, Lies and Opportunities, The Greater Miami Tax Institute, The City Club, Miami, Fla., July 13, 1994; The CPA Club, Holiday Inn, North Miami Beach, Fla., August 24, 1994; and FICPA Dade County Tax Conference, Radisson Mart Plaza Hotel, Miami, Fla., December 10, 1994.