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Paul B. McCawley is Co-Chair of the National Private Wealth Services Practice and focuses his practice on sophisticated estate planning for individuals and families. Such planning involves an overall plan for the client and the client’s family relating to the preservation and transfer of wealth while minimizing income taxes and transfer taxes (estate taxes, gift taxes, and generation-skipping transfer taxes) to the extent consistent with the client’s goals. Paul is a Florida Bar Board Certified Specialist in Wills, Trusts and Estates.

On Dec. 20, 2017, the House and Senate passed the Tax Cuts and Jobs Act, H.R.1, and this bill is on its way to President Trump for signature.  When signed into
Continue Reading GT Alert – Highlights of the Tax Cuts and Jobs Act

On Aug. 2, 2016, the Treasury Department issued proposed regulations under Section 2704 of the Internal Revenue Code that, if finalized in their present form, would substantially alter the valuation
Continue Reading Treasury Department Issues Proposed Regulations That Will Dramatically Reduce Valuation Discounts