Tom Bazley

Background

About Tom Bazley

I work with professionals, corporate executives, athletes and high net worth families to minimize income and estate taxes. I help business owners transfer their businesses to future generations while minimizing income tax and estate tax. I regularly speak to state CPA societies, estate planning councils, state Bar Associations and other organizations on matters related to income tax planning and estate tax planning. I have been a speaker on several radio shows and have had articles published in the Tax Adviser. I teach continuing professional education courses related to income and estate tax planning. Specialties: I have a focus on income tax planning and estate tax planning for wealthy individuals and families. I further have a strong focus on tax planning for retirement benefits, including the required minimum distribution rules, issues related to leaving retirement benefits to trusts, income tax implications of distributions and prohibited transactions. Personal: A long. LONG time ago I was a national powerlifting champion. From September through December of every year I live and die Florida Gators football.