Experience 2024
On-Demand

Join us as we address the hot topics for income tax and estate planning in 2024. Will there be new tax laws enacted in 2024? The sunsetting of the 2017 Tax Cuts and Jobs Act is getting closer—what planning can and should be done now? What opportunities exist to guard against higher income and estate tax rates in the future? Has the Secure 2.0 Act led to tax planning changes?

Learning Objectives

• Gain an appreciation of the uncertain tax law changes in the coming years

• Become familiar with specific income tax and estate planning strategies to benefit clients before tax law changes occur

• Address overall planning, both in the near and long term, to get ahead of the curve in dealing with both anticipated and unexpected changes in laws and how to advise clients on proceeding

Steve Siegel

President, The Siegel Group

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As we approach 2026 and the sunsetting of many provisions enacted through the Tax Cuts and Jobs Act, 2024 and 2025 will be two of the most important planning years for your high-net-worth clients, those holding highly appreciated assets, and business owners. Although some things are certain in life—death and taxes—other things such as incapacity, divorce, or the involuntary transfer of a business may or may not occur. However, you can still control the outcome and ensure that your clients are positioned to optimize their tax liabilities and pass their wealth to the next generation and other recipients even during times of uncertainty.

Learning Objectives

• Identify strategies to help clients reduce their exposure to estate, gift, and generation-skipping transfer (GST) taxes

• Identify opportunities to minimize future tax liabilities associated with transferring highly appreciated assets

• Identify important planning considerations for business owners

Sara Dorosti

Director, Wealth Planning Strategist, Merrill Lynch

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The launch of spot bitcoin exchange-traded funds in January 2024 brought bitcoin into the mainstream. Now, every investor can access bitcoin in a safe, simple format. But should you? In this powerful session, Bitwise Chief Investment Officer Matt Hougan explains everything that you’ve ever wanted to know about this complex new asset—what it is, why it matters, what problems it solves, how to value it, and where it fits in a portfolio. Better yet, he explains it in plain English, with no jargon.

Learning Objectives

• Learn the fundamentals of bitcoin, including what it is, its potential role in the world, and how public blockchains work. At the end of the session, attendees will be better equipped to discuss bitcoin fluently with clients and interpret analyst reports, news stories, and various developments on a go-forward basis.

• Learn how professional investors can build and implement valuation frameworks for bitcoin, including how to adapt that framework to ongoing developments in the market. At the end of the session, attendees will be able to create their own valuation frameworks for bitcoin.

• Build an understanding of how bitcoin can fit into a portfolio, tackling questions like portfolio sizing, rebalancing frequency, and implementation strategies. At the end of the session, attendees will understand the unique characteristics of this new asset.

Matt Hougan

Chief Investment Officer, Bitwise Asset Management

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This session will explore tax deferral opportunities for gain from the sale of real property including Section 1031 like-kind exchanges, Qualified Opportunity Zone investments, and other strategies.

Learning Objectives

• Equip yourself with tools for advising clients on potential gain deferral from property sales.

• Understand the basic rules and structure of like-kind exchange transactions.

• Learn the rules for deferring gains from investments in Qualified Opportunity Zone funds.

Marty Verdick

Senior Director, Washington National Tax Office, RSM US LLP

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This presentation will delve into the critical aspects of wealth transfer and preservation strategies, with a specific emphasis on planning across generations. The session aims to address the challenges and opportunities associated with retaining the next generation's interest in managing substantial family wealth. The focus will be on creating a holistic and sustainable approach that integrates the financial, emotional, and educational components of wealth planning.

Learning Objectives

• Understand generational preferences, values and goals in the context of wealth management

• Discover investment strategies and vehicles that align with the long-term preservation of family wealth

• Strategies for open communication and collaboration among family members during the wealth transfer process

Leslie Geller

Wealth Strategist, Capital Group, home of American Funds

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In this digital age, investors seek hyper-personalized portfolio options. Ensure you meet their desires with direct indexing instead of them turning to online investment platforms. This session covers how direct indexing works, its growing popularity, the role of technology, popular customizations, and how it fosters deeper client engagement and loyalty by offering personalized investment solutions.

Learning Objectives

• Dive into the mechanics of direct indexing, understanding how this innovative strategy operates and the unique advantages it offers in portfolio management and tax optimization.

• Explore the most popular direct indexing customizations

• Discover how direct indexing can contribute to a sticky advisor-client relationship.

Noel Pacarro-Brown

Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley

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Emily Gray

Managing Director, Product Management – Custom Core, Parametric

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Liz Michaels

Managing Director, BlackRock, Co-Head, Aperio

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If there was uncertainty before, it’s been replaced by proof that the Federal Reserve was too low for too long. The pace with which it had to reverse policy last year has now come home to roost in the shape of a banking crisis that brought the second and third largest bank failures in U.S. history. Banks are still under pressure and U.S. households are now buckling under the strains of increased borrowing costs with no fresh stimulus assured until the spring of 2025 at the earliest. What’s to come is even less certain. Unemployment claims are rising nationwide as companies switch from labor hoarding to cost cutting against a backdrop of high-funding costs. And we are only just now seeing the fallout from the Fed’s “Higher for Longer” campaign. The so-called “lagged effects” have thus far manifested in the worst bankruptcy cycle since the Great Financial Crisis. Will Jerome Powell give in as was the case with his three predecessors? That’s certainly the hottest question inside and outside the Beltway.

Danielle DiMartino Booth

CEO and Chief Strategist, QI Research

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Annalee Kruger details how cognitive decline can impact a client’s financial decisions. This insightful session will address the signs of diminished capacity, legal aspects, and communication strategies. The importance of early detection and an advisor's role in guiding clients through transitions is also emphasized in the session.

Learning Objectives

• Identify key indicators of cognitive decline and aging stages affecting financial decisions in elderly clients.

• Explain the impact of aging on cognitive abilities and its implications for financial planning.

• Recognize legal and ethical responsibilities when advising clients with diminished capacity, including collaboration with legal experts and healthcare professionals.

Annalee Kruger

President, Owner, and Founder, Care Right Inc.

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In this fireside chat, Earl Hunt, CEO of Apollo Debt Solutions, will be interviewed by Corey Silva, Senior Vice President, Bluerock, to discuss the evolution of the private credit market, his outlook, and opportunities investors may be able to take advantage of today. He will discuss why now might be a golden age for the asset class considering inflation, volatility in public markets and yields today versus historical averages. We’ll cover how private credit managers have begun filling the void of the banking sector and why borrowers are increasingly looking to private lenders. We’ll also discuss how to access private credit and find attractive opportunities.

Learning Objectives

• Gain a comprehensive understanding of the evolution of the private credit market, current trends and the factors contributing to its growth

• Learn about attractive opportunities within the private credit market

• Identify avenues available for accessing private credit investments

Earl Hunt

Chairman and Chief Executive Officer, Apollo Debt Solutions

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Corey Silva

Senior Vice President, Bluerock Capital Markets

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Business owners have multiple choices for their business entity, and what legal/tax status they choose affects their taxes, benefits, and other key business strategies. It likewise affects their personal planning. This session considers current tax strategies for business owners, including choosing the best entity structure, and discusses how these decisions may change in the future.

Learning Objectives

• Understand current tax strategies for business owners, and how the choice of business entity affects these strategies

• Determine how executive and owner benefits are influenced (both good and bad) by the choice between pass-through versus C Corp taxation

• Consider how these strategies factor into the owner's personal retirement and estate planning, especially with the looming possibility of sunsetting

Steve Parrish

Co-Director, Center for Retirement Income, The American College of Financial Services

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