The Gathering 2020
San Diego, California

 

February 27 & 28, 2020

Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130

Please join us for our 16th annual Gathering for two days of shared insights, education, and collegiality. The Gathering is an annual event for all professionals in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

The presenters are experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

Register before January 15 JANUARY 17th (extended) to receive our special Early Bird Pricing! Admission will increase to $520 from $420, so take advantage of the offer before it expires!

KEYNOTE SPEAKERS:

Thursday, February 27th: Peter Myers, Esq. and Jay Adkisson. JD

Friday, February 28th: Joe Strazzeri, Esq., CEPA and Carmen Bianchi

MODERATORS:

Joseph Strazzeri, Esq., CEPA and Shelley Lightfoot, CEPA

VENUE

Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130

Event Room Rate: $174/night
(Reserve your room by
February 7, 2020)

Thursday, February 27th

7:00 – 8:00AM

Registration, Breakfast, and Meet the Presenters & Sponsors

8:00 – 8:10AM

Opening Remarks

8:10 – 9:10AM

KEYNOTE PRESENTATION: 2020 Update on Taxation, Asset Protection, and Case Law

Join Peter and Jay 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, captive insurance companies, 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.

Presenters:
(Click Photo
to see Bio)

Peter Myers, Esq.

Jay Adkisson, Esq.

9:10 – 9:40AM

Break

9:40 – 10:30AM

Good Things Come in Threes – Modern Day Income Tax Savings Using Qualified Plans

You’ve heard discussions about 199A and the qualified business income deductions – but the conversation your business owners are really interested in is how to qualify and take advantage of both benefits…plus one more. Join Trey and Rone for a lively discussion about the options, benefits, pitfalls, and most importantly, how to have the conversation with your clients.

Presenters:
(Click Photo
to see Bio)

Trey Fairman, JD, LLM

Rone Davis, AIF ®, CLU ®, ChFC ®, MSFS, CFP ®

10:30 – 11:20AM

The Elements and Dissection of a $100 Million Sale

Learn from guys that are really doing it. When helping a client go through a 100+million sale, understanding the process and setting expectations is key. Though complicated, Trever and Channing will offer an understandable timeline and checklist for you to help your entrepreneur not only understand the process but also navigate through to a successful completion with you as their key advisor – collaboration at its best.

Presenters:
(Click Photo
to see Bio)

Trever Acers

Channing Hamlet

11:20 – 12:10PM

The Power of Nevada Planning for Business Owners

Understanding the difference between entity asset protection and personal asset protection can be confusing for most business owners – but the majority are likely seeking ways to protect their assets, minimize estate tax and avoid state income tax. For many, the answer may be a Nevada Trust of some flavor. Ann and Rebecca will compare and contrast current and future state income and capital gains tax options including the use of: “NOSTs,” NINGs,” “IDGTs,” and “BDITs.” Learn how to balance income and asset protection planning with your client’s current needs and/or their beneficiary’s needs.

Presenters:
(Click Photo
to see Bio)

Ann Rosevear, Esq.

Rebecca Haines, Esq.

12:10 – 1:30PM

Sponsored Lunch

Sponsored By:

1:30 – 2:20PM

EPI – Gathering Power Sessions

We loved EPI’s Power Talks at their annual Summit so much that we asked them to sponsor “EPI Power Talks Goes to the Gathering.” You won’t want to miss this highly successful and invigorating method for delivering insightful information designed to help advisors think through the status quo. During this 50-minute session we will hear from four experts in quick 10-12-minute sessions.

Presenters:
(Click Photo
to see Bio)

Joe Strazzeri “The Counselor”

Julie Keyes “The Collaborator”

Sharon Buck “The Closer”

Dean DeLisle “The Influencer”

2:20PM – 3:10PM

Adding Exit Planning to Your Practice – Choose, Develop, Implement, and Maintain

Business owners are searching for answers on how to protect what they have and plan for a successful business exit or transition. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. Join Shelley and Julie for the 30-thousand-foot version of steps and tools you need to position your exit planning practice in the forefront of your community and become a “referable” source for others.

Presenters:
(Click Photo
to see Bio)

Shelley Lightfoot, CEPA

Julie Keyes, CEPA, EPI Faculty

3:10 – 3:30PM

Break

Sponsored By:

SFS Life Settlement

3:30 – 4:20PM

Buy/Sell Agreement Disasters

Entity purchase, cross purchase, trusteed cross purchase, wait and see, valuation methodologies, key person, partial redemption, reverse, and all of the other seemingly silly options and considerations that owners and advisors gloss over when setting up a buy/sell agreement create ticking time bombs and eventual disasters. Learn from Freddy and Joseph the myriad of options and lessons learned from litigation at the back end.

Presenters:
(Click Photo
to see Bio)

Freddy Garmo, Esq.

Joseph Matuk, Esq.

4:20 – 4:30PM

Taking It Home

Joe and Shelley will share practical applications of today’s program and how to integrate it into your business to help your clients, team, and cash flow.

Moderators:
(Click Photo
to see Bio)

Joseph Strazzeri, Esq.

Shelley Lightfoot

5:30 – 11:00PM

Circle of Friends (Roaring 20’s Themed) Charity Gala Benefiting Rady Children’s Autism Discovery Institute 

Friday, February 28th

7:30 – 8:30AM

Check-in and Breakfast

8:30 – 8:40AM

Opening Remarks

8:40 – 9:40AM

KEYNOTE PRESENTATION: Helping Affluent Families Avoid or Resolve Conflict

At a certain level of wealth, families begin to explore governance around its preservation, use, and distribution. Pre-Governance models help families strengthen or restore health in the family system. It guides families and family businesses to see the options and interplay between the interpersonal, legal, financial, and integrated tax issues. When rule sets are later developed, they answer questions like, What can we be passionate about together? or What do we aspire to achieve with our wealth, and why? Join Joe and Carmen as they share decades of experience of both family business conflict counseling and traditional governance and the advisor’s seat at the table.

Presenters:
(Click Photo
to see Bio)

Joe Strazzeri, Esq., CEPA

Carmen Bianchi, Family Business Counselor

9:40 – 10:10AM

Break

Sponsored By:

SFS Life Settlement

10:10 – 11:00AM

Business Succession – Three Divergent Owner Perspectives

Ever wonder what’s happening in the business owner’s mind? Join Joe as he facilitates a few of his clients through a fast-paced look into the story of three different successful business successions from: 1) a founder with a large liquidation event, 2) one of the spouse owners as they transition to three daughters, and 3) a Gen2 in-law daughter that is part of the group of 4-6 taking over. Learn how they chose advisors, why they fired advisors, and the way they sift through options to make choices.

Moderated By:
(Click Photo 
to see Bio)

Joseph Strazzeri, Esq.

11:00 – 11:50AM

Innovative Tax Planning for Business Owners

Join industry leaders and great friends, Stuffy and Bruce, as they take us through planning for each an ophthalmologist ($500k income) and a plastic surgeon ($3mil income). Learn the twists and turns and eventual choices to radically reduce current income taxes, as well as solve for retirement income planning, asset protection, estate tax mitigation, and resolving collaborative advisor challenges.

Presenters:
(Click Photo
to see Bio)

Simon “Stuffy” Singer

Bruce Givner, Esq.

11:50 – 1:20PM

Sponsored Lunch

Sponsored By:

Sponsorship Available

1:20 – 2:10PM

When the Business Includes Real Estate During a Sale – Options and Dangers

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 – and the decisions become even more involved when the real estate is owned by the family business and succession/exit is in the near future. Should the real estate be a part of the sale? And if so, how does it affect the business value? Join Greg and Steve as they discuss how the real estate should be held, building projections, rent/lease options, investment strategies that may be more  ppropriate than traditional methods, the basic mechanics of the different programs, and advanced techniques you and your business owner clients can use to maximize the available financial and tax benefits.

Presenters:
(Click Photo
to see Bio)

Greg Banner, CFP, CLU, CRTP

Steve Mancini, Esq.

2:10 – 3:00PM

Due Diligence Pre-Planning – Making Sure the Sale Does Not Derail

Many business owners believe that once they receive an offer for their business, and they accept, it’s basically a done deal. Unfortunately, that is far from the truth. The owner will now have to endure months of proving the business is worth that price through a process called “due diligence,” and in the end, they will often have to settle for a lower price – or not sell at all. Join Melisa and Jeff as they share the key areas of your client’s business that pose a higher risk to derailing the sale (where additional unseen value may be found) as well as key documents and data they must have readily available. Understand how to implement best practices to ensure your client is prepared for the due diligence process and preserve every dollar you know the business is worth.

Presenters:
(Click Photo
to see Bio)

Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Jeffrey Kates, MBA, CEPA

3:00 – 3:20PM

Break

3:20 – 4:10PM

Crisis Financial Implementation for the “Ailing” Entrepreneur

What to do when a business owner is struck with dementia or a debilitating disease? Of course, LTC insurance is the first option to be considered but what if they don’t have it (as most don’t), and they are in a crisis and/or want to be prepared. Learn the twists and turns of planning opportunities to qualify for benefits and not cause risk to the business and/or impoverish the family.

Presenters:
(Click Photo
to see Bio)

Yvonne Amrine, Esq.

Marty Burbank, JD, LLM

4:10 – 5:00PM

Marijuana, Hemp, CBD, Health, Business, Investments, Oh My!

Join Kim and Mindy for the soup to nuts of not only the Cannabis industry but the related investment opportunities, risks, liabilities, real estate options, landlord/tenant, legislation, interstate commerce, farming, and evolving banking regulations. Learn from the experts who are working with these operators, business owners, investors, etc. daily.

Presenters:
(Click Photo
to see Bio)

Kimberly Simms, Esq.

Mindy Joslin

5:00 – 5:15PM

Taking It Home

Review specific action steps and apply these two days to your business in a way that increases cash flow and helps your team and clients.

Moderators:
(Click Photo
to see Bio)

Joseph Strazzeri, Esq.

Shelley Lightfoot

Interested in Becoming a Sponsor?

Click Here to Access our Sponsorship Packet

Thanks to Our Breakfast Sponsor

Thanks to Our Lunch Sponsor

Thanks to Our Break Sponsor

Thanks to All of Our Sponsors

For Sponsorship Opportunities,
contact Shelley Lightfoot
at 858 200-1911 or sl@scinstitute.org.