Your clients trust you with their financial security – make sure you’re advising them with the best information available. The Personal Financial Planning Conference is designed to give you up-to-date insights into the issues and trends that impact local, regional, and global markets. Attendees will hear from distinguished speaker Robert S. Keebler, CPA/PFS, MST, AEP on key long term planning to best serve your clients.
Best of The Best: The Very Best Tax Planning Ideas in 2021
Robert Keebler
Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes – – and take advantage of a myriad of opportunities. Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob’s annually updated and expanded book: The Top 40 Tax Planning Opportunities for 2021.Click here to download the FREE eBook Update.
This presentation is ideal for anyone advising wealthy clients.
This session has been approved for 1 CFP credit.
10:50 am
Break
11:00 am
Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs: Everything Advisors Need to Master in 2021 and Beyond
Robert Keebler
IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Other planning techniques involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts.
This session has been approved for 1 CFP credit.
11:50 am
Lunch break
12:30 pm
Guardianship
1:20 pm
Break
1:30 pm
Naming a Trust as the Beneficiary of a Retirement Account – after the SECURE Act
Steven Shane
Although the SECURE Act helped improve retirement security for many Americans, it removed the ability for many beneficiaries of IRAs, upon inheriting these accounts, to take distributions throughout the course of their lifetimes. Pre-SECURE Act, the ability to stretch payments over a life expectancy while allowing the IRA account to continue to grow tax-deferred in an inherited IRA account, was a significant benefit. Leaving IRA assets to a trust, rather than directed to individuals, may be appealing because language in the trust can direct how and when assets can be distributed to individual trust beneficiaries.
This session has been approved for 1 CFP credit.
2:20 pm
Break
2:30 pm
Client Service: Designing an Efficient Effective Client Engagement Strategy for a CPA/Planning or Hybrid Firm
Join this extensive panel session that will help you design an efficient and effective client engagement strategy. Panelists include:
Erik Sauer, President, On3 Strategies (moderator)
Joseph Bell, CPA, CFP, Partner, Financial Advisor, BFJ Financial Group
Greg Caruso, CPA, JD, Valuation Specialist, Business Advisor, Harvest Business Advisor
Megan DeGroat, CPA, Principal, SC&H Group
Kristen McGarr, Adroit Insights
3:20 pm
Break
3:30 pm
Choosing the Correct Technology: Deciding on the Right Tools for your Practice and Clients
Join this extensive panel session that will help you choose the right tools and technology for your practice and clients. Panelists include:
Erik Sauer, President, On3 Strategies (moderator)
Joseph Bell, CPA, CFP, Partner, Financial Advisor, BFJ Financial Group
Greg Caruso, CPA, JD, Valuation Specialist, Business Advisor, Harvest Business Advisor
