January 17, 2019 – Tell Your Clients and Friends – What To Do, and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail; Presented by Richard Katzman, Esq.
Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution. Join Richard as he shares insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.
January 24, 2019 – 9 Ways Out of Highly Appreciated Property; Presented by Joe Strazzeri, Esq. and Maureen Verduyn, CFP, EA, M.Ed.
The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the now Nine Exit Strategies that may be more appropriate than traditional methods. Join Joe and Maureen for a dynamic discussion about how these strategies can help your real estate investor clients.
January 31, 2019 – Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.
February 7, 2019 – Pre-empted for the 2019 Fiduciary Attorney Summit in Santa Barbara
Don’t miss the most important fiduciary attorney educational and recreational event of the year hosted by Peter Myers, Esq. and Sean Kenney, Esq. of Fox Rothschild LLP. Visit www.foxfiduciaryattorneysummit.com.
February 14, 2019 – Benefits Planning – Understanding the Options You’re Entitled To; Presented by Scott Stewart, Esq. and Steve Mancini, Esq.
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.
February 28, 2019 – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; Presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
Transitioning your business has the complication of whether it is in whole or in part; internally to the family or team; or selling to a third party. Business owners often have the feeling that the advice they are receiving is prematurely narrowed. Join Joe and Melisa as they identify and discuss the pros and cons of the myriad of potential transition strategies as well as the improvements you should start making now to increase the value of the business and prepare for life post transition.
March 7, 2019 – Hospice Misconceptions and Challenges Associated with End of Life; Presented by Julie Owens, RN, DCS and Julia Struntz, Community Outreach at Hospice of the South Coast
Hospice care is often misunderstood as a resource only available in the last few days of life. Julie and Julia will share all the who, what, when, and where’s of hospice care – understand and share with your clients the full benefits of using a hospice group and the value of talking with loved ones about end of life wishes before a crisis hits.
SCI Spring Mixer – A St. Patrick’s Day Celebration
While we often come together for education and collegiality, let’s take this opportunity to just enjoy each other’s company and celebrate St. Patrick’s Day – a couple days early. The Southern California Institute invites you to learn interesting facts about Saint Patrick’s Day, sample spirited Irish drinks, and taste traditional Irish eats! Register at www.ThursdayInsights.com.
March 21, 2019 – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; Presented by Brooke Jensen, Esq. and Scott Stewart, Esq.
Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death. These documents address the proverbial end as if it’s a light switch. Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.
March 28, 2019 – Hot Topics for 2019; Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.
Join Joe and Steve as they dig into the planning opportunities and pitfalls that have been created by recent changes in the tax, financial, and legal environment. They’ll focus on the most practical and relevant topics of conversation for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Learn and discuss how these changes and opportunities affect your clients and how to explain and implement.
April 4, 2019 – Social Security: Your Questions Answered; Presented by Ryan Hyslop, CFP
Ryan will lead an interactive discussion regarding the following questions about social security: Will SS be there for me in retirement? How can I maximize my SS benefit? When should I take SS? What are survivor and spousal benefits and who is eligible? What is the Windfall Elimination Period and the Government Pension Offset? How do I coordinate SS with my other retirement benefits (pension, qualified plan, etc.)? Learn how to answer these questions for your clients and yourself.
April 11, 2019 – How Charitable Strategies Enhance Estates; Presented by Zaira Espinoza, Financial Advisor and Monica Szakos Cramer, Vice President
Wealthy families cannot leave 100% of their estates to their children and grandchildren, without the proper planning, because the estate and the gift transfer tax system intervene. This presentation will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
April 18, 2019 – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; Presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management.
April 25, 2019 – New Tax Rules for You and Your Business Owners Including 199A, QSBS, and More; Presented by Keith Troutman, CPA and Laura Stees, CPA
Join two CPA’s from two different practices as they break down the new Section 199A Qualified Business Income Deduction rules and clear the fog about what it really means for your business clients. Keith and Laura will also discuss the new tax depreciation rules, meals and entertainment deductibility and the next big bang, QSBS (Qualified Small Business Stock). Understand these new rules and the potential benefits they can provide for new and pre-existing businesses, large and small.
May 2, 2019 – What’s Old is New Again – Insurance Planning Under the New Tax Law; Presented by Trey Fairman, JD, LL.M and Cody Parks, Esq.
Change creates opportunity. With increased exemptions, income tax planning is now the focus for many. Private placement products are gaining a much needed foothold in the supplemental income market. Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance. Learn what strategies may be the right move in today’s tax environment.
May 9, 2019 – Using Technology to Prevent Financial Fraud; Presented by Christian Grupp and Sarah Grupp
According to the ACFE (Association of Certified Examiners) the 2018 study covered 2,690 cases of fraud in less than two years, totaling more than $7 billion. This $7 billion was “merely a drop in the bucket” of the actual fraud that occurred. They found that Small Businesses lost almost twice as much per scheme to fraud as their larger businesses due to their lack of controls. According to research, detecting fraud through IT controls both prevents fraud and catches incidents of fraud more quickly and at a lower cost than other detection methods. Learn how to mitigate against a potentially devastating event to your client’s business.
May 16, 2019 – Pre-Empted for Certified Wealth Strategies Advisor Program
The Laureate Programs are courses focused on attracting, retaining and working with affluent clientele in a collaborative professional environment. Please visit www.laureatecenter.com for more information.
May 23, 2019 – Qualified Opportunity Zones – Advanced Techniques for Building Tax-Free Wealth; Presented by Greg Banner, CFP®, CLU®, CRTP and Aman Badyal, Esq.
The Qualified Opportunity Zone (“QOZ”) program is a new tax incentive available for individuals and businesses who realize capital gains. Greg and Aman will cover the basic mechanics of the QOZ program as well as advanced techniques you and your clients can use to maximize the available financial and tax benefits. Understand why you might want to form your own Qualified Opportunity Fund; how to minimize out of pocket investment and maximize tax elimination; and how to obtain the tax incentives available under this program while minimizing the necessary amount of investment in an opportunity zone.
June 6, 2019 – The New Estate Tax Laws and Your Clients’ Appraisals; Presented by Elena Kohn
Most of your clients’ estates will have assets that must be appraised either while they are alive or after death for any number of reasons such as purchasing insurance, determining the worth of charitable tax deductions, or dividing assets among beneficiaries. Elaina will share what to expect from an appraisal report on Arts, Antiques, and Collectables – and the methods used as a part of estate planning as well as strategies of personal property appraisals in light of the new tax law.
June 13, 2019 – The State of Alzheimer’s 2019: Advocacy, Public Policy, and You!; Presented by Joshua Bohannan and Kristen Cusato
Join us for a dynamic and informative presentation where you will have the opportunity to learn how the Alzheimer’s Association is at the forefront of shaping public policy at every level of government to address the crisis of Alzheimer’s disease. You will also learn about the important role you can play as an Advocate and/or Ambassador in representing your community in the process!