Haws & Burke, PC Haws & Burke, PC - Law Firm & Attorney

Presentations given by Thomas J. Burke,

Jr., Esquire, Haws & Burke, P.C.

Physician Contracts
The Lankenau Medical Center, April 29, 2014
Various current issues in physician employment contracts, including professional liability insurance, termination provisions, restrictive covenants and payment reconciliation clauses, were explained to the physicians in the residency and fellowship programs.

Coordinating Beneficiary Designations and Asset Titling With Estate Planning Documents
Philadelphia University Masters in Taxation, June 27, 2012
The importance of well drafted estate planning documents and the coordination required with the titling of the assets and beneficiary designations. Discussion of scenarios when improper planning resulted in the failure to save taxes and distribute assets in the manner that was intended.

Physician Contracts
The Lankenau Hospital, September 22, 2011
This lecture was delivered to the physicians in the residency and fellowship programs. It discussed the changing nature of the employment situations for newer physicians and how this reflects in their contracts. Topics such as professional liability insurance, termination provisions, restrictive covenants and payment reconciliation clauses were explored.

Valuation Issues and Sophisticated Trusts
Widener University Masters in Taxation, July 26, 2011
Review of valuation issues demonstrating the methods for calculations as mandated by the Internal Revenue Service tables. Presentation of sophisticated trusts such as Grantor Trusts (GRATs) and Charitable Trusts (CRTs and CLTs).

The Generation Skipping Transfer Tax
Widener University Masters in Taxation, July 19, 2011
Explanation of the Generation Skipping Transfer Tax and how the information is handled on the Gift Tax Returns and on the Federal Estate and Generation Skipping Transfer Tax Return. Overview of business valuations with focus on the closely held business.

Overview of the Federal Estate Tax Structure
Widener University Masters in Taxation, July 12, 2011
Overview of the Federal Estate Tax Structure with emphasis on tax saving trusts and the preparation of the Federal Estate and Generation Skipping Tax Return - Form 706.

Estate Taxation Course
Tom served as an Adjunct Professor in the Masters in Taxation Program at Philadelphia University, where he taught Estate Taxation course, Spring Semester 2011 covering the following topics:

  • Introduction to the Federal Transfer Tax System
  • The Federal Gift Tax System
  • Taxable Gifts
  • Calculation of Gift Tax Liability and Compliance Rules
  • Gross Estate
  • Marital Deduction
  • Charitable Deduction
  • Calculation of Tax
  • Generation Skipping Transfer Tax
  • Valuation of Gifts and Bequests
  • Advanced Valuation Issues
  • Income Taxation of Trusts & Estates
  • An Overview of Special Needs Trusts and Medicaid

Charitable Deductions and the Federal Estate Tax, Calculations of the Federal Estate Tax
Philadelphia University Masters in Taxation, July 21, 2010
There was an emphasis on the use of charitable gifting, particularly as it related to the federal estate tax. The remainder of the lecture focused on the same concepts as the July 6, 2010 lecture.

Capital Gains Taxes in 2010, Calculations of the Federal Estate Tax and the Generation Skipping Transfer Tax
Widener University Masters in Taxation, July 6, 2010
This lecture focused on the issues faced by estate planners caused by the lapse in the estate tax for the year 2010 and the emergence of the capital gains tax. Also, it concentrated on the calculations of the federal estate tax and the generation skipping transfer tax.

Introduction to Estate Planning
Widener University Masters in Taxation, May 11, 2009
This talk explained the basics of estate planning, including terminology, types of property ownership and client interviews.

The Federal Estate and Generation Skipping Tax Returns
Philadelphia University Masters in Taxation, March 26, 2009
This lecture was similar to the April 2006 lecture covering the federal estate tax return, but with more emphasis on the generation skipping tax return.

Physician Contracts
The Lankenau Hospital, September 24, 2008
This presentation covered the potential "traps" for doctors signing their initial employment contracts. The lecture related the relevance of estate planning and its relationship to the employment contract as they pertain to asset protection, tax planning and beneficiary designations on life insurance and qualified retirement plans.

The Federal Estate Tax Marital Deduction
Philadelphia University Masters in Taxation, November 15, 2007
This presentation covered the requirements for and the benefits of the Marital Deduction as well as the pitfalls of over-qualifying for this deduction. The tax bypass trust was discussed and its relationship to the marital deduction in federal estate tax planning. The use of, and the problems created by, funding certain trusts with qualified retirement assets was also discussed.

Lifetime Transfers Subject to Gift Tax Liability
Widener University Masters in Taxation, June 5, 2007
This presentation discussed what constitutes a gift and what transfers qualify as deductions, exemptions and/or credits. The charitable and marital deductions were discussed, as well as the exemptions/exclusions: annual, spousal waiver of pension, release of a 5 & 5 power, disclaimers and marital property settlement agreements. The effective use of the one million dollar lifetime gifting exemption equivalent (sometimes inaccurately referred to as the "credit") were explained.

Federal Estate Tax Inclusion
Philadelphia University Masters in Taxation, November 7, 2006
This presentation covered Sections 2033 through 2038 of the Internal Revenue Code, dealing with property interests that are included in your federal estate. The lecture dealt with such common transfers as "gifting" your house to your children yet retaining a life interest and transferring ownership of life insurance policies within three years of death.

Transferring Property To Your Beneficiaries
Widener University Masters in Taxation, May 23, 2006
This presentation described the proper use of estate planning documents to facilitate the transfer of property, including discussion of using Wills, Trusts, Beneficiary Designations and the Titling of Assets as methods to aid estate administration, as well as an explanation of the estate administration process, including probate in Pennsylvania.

The Federal Estate Tax Return
Philadelphia University Masters in Taxation, April 6, 2006
This lecture covered the Federal Estate Tax Return, its preparation and relationship to other tax returns, such as the gift tax return and various individual and estate income tax returns. Special emphasis was placed on tax saving techniques with illustrations using the tax forms.

Using Gifting to Reduce Federal Estate Taxes
Widener University Masters in Taxation, February 13, 2006
This lecture described gifting, including such topics as the annual gifting exclusion, minor's trusts, the Uniform Transfers to Minors Act, and irrevocable life insurance trusts.

Preparation of the Federal Estate Tax Return
Philadelphia University Masters in Taxation, November 14, 2005
This lecture described the preparation of the Federal Estate Tax Return, including such topics as the federal exemption, tax bypass trusts, the marital deduction, and reducing federal estate taxes.

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