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Speech topics
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Proper Retirement Planning Leads to Tax Free Distributions.
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Remove Wealth from Your Corporation Tax Free.
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Income Tax Strategies that help you Accumulate Greater Wealth.
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Adventures in Real Estate.
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Advanced Income Tax Planning Techniques.
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Tax Strategies for Your High Net Worth Clients.
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"Qualified Markets" - Advantages in Proper Planning of S Corporation ESOP's in Accumulating Wealth, Providing Asset Protection and Wealth Transfers to Your Family and Key Employees.
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Speaking experience
One of the nation's leading authorities on ESOP planning for the affluent, Richard consistently earns highest audience ratings as a frequent speaker and trainer at professional meetings and events for local, regional, and national groups of affluent business owners, and wealth advisers - including accountants, attorneys, investment advisers, and insurance professionals.
Professional experience
Principal - Shaw Financial Services, Inc. Principal -The Wealth Alliance, Inc.
Over 40 years experience providing wealth, estate, and charitable planning for multi-million dollar estates through national wealth planning organizations and financial service companies. Owner benefit strategies are of a primary concern in his practice and his unique methods of creating wealth in the financial community was a primary factor for his outstanding achievement in obtaining his PhD in Finance and Tax.
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Richard E. Shaw
PhD, MBA, EA, CFP
Area of expertise: Wealth Management, Ownership Benefit Strategies, Employee Stock Ownership Plans, Pension Plans, Captive Insurance.
Richard E. Shaw
Shaw Financial Services, Inc.
2211 Encinitas Blvd.
Encinitas, CA 92024
Office: 760-436-5353
Facsimile: 760-436-1334
richard@shawfs.com
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From 1984 until the present, he has focused on zero-tax and employer benefit program issues, of concern to individuals and corporations with incomes from $500,000 to $10,000,000 per year.
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Continuing to develop new and unique structures for wealth accumulation from 1980 to the present, he is called upon to lecture to CPAs, Attorneys and Financial Planners on a National Scale.
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Drawing upon his ESOP experience of the 1980's, he developed ESOP strategies that even in today's competitive market still wins the acclaim of many large and medium sized accounting and law firms.
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Professional affiliations
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National Association of Enrolled Agents
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California Association of Enrolled Agents
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Board of Certified Financial Planners
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Education
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PhD - Finance & Income and Estate Planning - Employee Benefits - magna cum laude
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MBA - Finance & Accounting, magna cum laude
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BA -Queens College, New York
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Personal
Richard lives with his wife, Cindia. They have two daughters and four grandchildren. He has been a pilot for over 30 years and has piloted his own twin-engine aircraft for almost as long. He is an avid snow and water skier. His desire to achieve excellence is reflected in his everyday life.
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