The Gathering 2019
San Diego, California
Family Wealth and Business Succession
Thursday, February 21, 2019 – Tax and Estate Planning
Sponsor Information, Presentations and Presenter Bios
Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130
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KEYNOTE SPEAKERS:
Thursday, February 21st: Peter Myers, Esq. and Stephen Mancini, Esq.
Friday, February 22nd: Chris Snider and Scott Snider, Exit Planning Institute
MODERATORS:
Joseph Strazzeri, Esq. and Shelley Lighfoot
SCHEDULE
Thursday, February 21st: Tax and Estate Planning Day
7:00 – 8:00AM
Registration, Breakfast, and Meet the Presenters & Sponsors
8:00 – 8:10AM
Opening Remarks
8:10 – 9:10AM
KEYNOTE PRESENTATION: Hot Topics 2019
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Join Peter 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 for topics such as non-grantor IRRT’s, 1202 and 1045 (QSBS), opportunity zones and funding, bunching of deductions, kid’s education planning (redux), monetization strategies on exits, and much more! 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.
9:10 – 9:40AM
Break
9:40 – 10:30AM
Qualified Opportunity Zones – Advanced Techniques for Building Tax-Free Wealth
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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.
10:30 – 11:20AM
Competency and Risk – Are you Liable?
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Does liability exist for the planning professional when working with clients that are beginning to lose competency? What are the ethical and moral considerations? What are the tools and understandings that a professional can use to not only identify “slipping competency” but also protect themselves and protect/serve their clients? Michael and Scott will share current techniques, laws, and resources to help us help our clients.
11:20 – 12:10PM
The ABLE Act and SNT Taxation Issues for the Financial/Estate Planning Practitioner
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Click Here to Access Steve Dale’s ABLE Act Resource and Video List
The ABLE Act is a new piece of federal legislation that allows a person who is disabled before the age of 26 set aside up to $15,000 a year in an account that will not count against their needs-based benefits. This presentation will go over the basics of the ABLE Act with examples of how an ABLE Account can be used with a special needs trust. Steve will also cover SNT distribution taxation issues and how this new legislation can present opportunities for the estate and/or financial planning professional to enhance their business.
12:10 – 1:30PM
Sponsored Lunch
Sponsored By: