Mr. Rogers, an attorney and accountant by profession, designs estate/asset protection plans and provides probate and trust administration. He founded Sweetwater Law Offices, PLC, an estate, asset protection and charitable planning law firm, in Longwood (Orlando), Florida in 1981, Wealth Strategies Collaborative, Inc., a collegial group of attorneys nationwide, who collectively combine their expertise designing asset protection and wealth preservation plans in 2000, and Cornerstone Advisory Consulting, LLC, which provides Advisory Services offered through CSSC Investment Advisory Services, Inc., a Registered Investment Adviser Securities offered through CSSC Brokerage Services, Inc., Member FINRA and SIPC.
BACKGROUND: Thom Rogers is a tax attorney and Certified Public Accountant (CPA). Mr. Rogers designs asset protection / estate plans and preserves wealth through estate, income and charitable tax planning. Mr. Rogers received his Bachelor of Arts Degree in Accounting, cum laude, Phi Beta Kappa, and his J.D. from Ohio Northern University. Mr. Rogers attended Ohio Northern on scholarship and received the highest distinction as a Getty Scholar.
EXPERIENCE: Mr. Rogers' areas of professional concentration are asset protection, wealth preservation, estate planning, trusts, probate administration, business, charitable and tax planning.
He has been a lecturer and instructor on estate and charitable planning and asset protection techniques for accountants, financial planners, stock brokers, insurance agents, the National Network of Estate Planning Attorneys, the Wealth Strategies Institute, and the public.
Prior to practicing law, Thom practiced in the tax departments of international, regional and local accounting firms.
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|FL||Member in Good Standing||1977||10/02/2016|
|Award name||Grantor||Date granted|
|Getty Scholar||Ohio Northern University||1973|
|Manager - Attorney-CPA||Sweetwater Law Offices, PLC||1981 - Present|
|Estate Tax Attorney-CPA||W.O. Daley & Company, CPAs||1977 - 1980|
|CPA - Tax Planner||Arthur Andersen & Company, CPAs||1973 - 1974|
|Association name||Position name||Duration|
|Seminole Bar Association||Member||1981 - Present|
|Florida Bar, Probate and Real Estate Committee||Member||1977 - Present|
|Orange County Bar Association||Member||1980 - 2005|
|Asset Protection & Estate Planning Design||Properties transferred to and “held” by a Limited Partnership are now protected from attack by “outside” creditors and no estate tax will be paid now or in the future on the property transferred.|
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|Quantum Press publication||Giving - Philanthropy for Everyone||2002|
|Esperti Peterson Institute Contributory Series||Generations: Planning Your Legacy||2000|
|Ohio Northern University - Claude W. Pettit College of Law||Law||JD - Juris Doctor||1976|
|Ohio Northern University||Accounting||BA - Bachelor of Arts||1973|
|St Edward's High School||College Preparatory||High School Diploma||1969|
|Estate Planning||Building the Foundation of an Estate Plan||2013|
|Maranatha Volunteers International 2012 Convention||Estate Planning Services||2012|
|Estate Planning Presentation||Estate Planning Open Forum||2012|
|Maranatha Volunteers International 2011 Convention||In an Uncertain World- 5 Steps to a Secure Future||2011|
|Maranatha Volunteers International 2010 Convention||Planning Strategies in these Uncertain Times||2010|
|15th Annual Estate, Business and Financial Planning Continuing Education Seminar||Contemporary Estate Planning in Uncertain Times||2009|
|Union College Homecoming Planned Giving Seminar||Create a Legacy: Practical Estate Planning Strategies||2008|
|International Conference of Philanthropy||Charitable Gift Planning: How to Work with Professional Advisors that can Influence Planned Gifts||2008|
|International Conference of Philanthropy||Guaranteed Retirement Income Trust with a Remainder to your Charitable Organization||2008|
|Advanced Estate Planning||Savings for College 529 Plans||2007|
|Virtual University||Fixing Common Problems with the Ownership of Life Insurance & Life Insurance Trusts||2006|
|11th Annual Estate, Business and Financial Planning Continuing Education Seminar||Asset Protection Planning– Why Estates Remain at Risk||2005|
|Specialty Program (2 Day)||Advanced Irrevocable Life Insurance||2004|
|Specialty Program (2 day)||Irrevocable Life Insurance Trusts||2003|
|Specialty Program||Family Limited Partnerships||2001|
|Specialty Workshop||Family Limited Partnerships & Limited Liability Companies||2000|
|Practicum 3||Family Limited Partnership Compendium||1999|
|Estate Planning Collegium||Engagement Letters||1998|