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Focus on HNW Tax Strategies for 2019 On-Demand

HNW Tax Strategies for 2019 On-Demand


Included Sessions

Top Tax Strategies for HNW Clients
Steve Siegel, JD, LL.M, President, The Siegel Group

Major tax reform typically only happens every decade or two. The Tax Cuts and Jobs Act (TCJA) created many opportunities for wealth advisors and their clients, and 2019 could be the year to implement revised strategies. Join Steve Siegel, JC, LLM, a seasoned tax attorney and CPWA faculty instructor, as he summarizes top tax strategies for HNW clients, including information on individual and corporate tax rates, estate planning, and pass-through business structures. | 1.5 CE credits

An Advisor's Guide to the New 20% Pass-Through Deduction
Jeff Levine, CPA/PFS, CFP, CWS, MSA, Director of Education, Kitces.com

For many business-owner clients, one of the most significant changes made by the Tax Cuts and Jobs Act (TCJA) was the creation of the new 199A deduction. This deduction, better known as the 20% pass-through deduction, has the potential to be one of the biggest tax-savers for certain clients, but it’s also undoubtedly one of the most complicated provisions in the entire TCJA. The good news, though, is that since the deduction is a completely new feature of the tax code, all advisors are starting on a fresh, level playing field. Advisors who quickly and thoroughly learn the deduction’s ins and outs will stand out from the competition. | 1.5 CE credits

Donor-advised Funds for Charitable Giving
Kim Laughton, President, Schwab Charitable

A donor-advised fund (DAF) allows a client to donate assets for charity today – and receive a tax deduction now – while retaining flexibility to decide in the future to which charities the funds will actually go. By separating the timing of the tax deduction from the final donation, advisors can add significant value to their HNW clients’ financial outcomes and philanthropic interests. Join Kim Laughton as she explores practical strategies and tactics related to using DAFs for charitable giving. | 1 CE credit

Registration & Fees (USD)

  • $249 Members
  • $449 Join & Learn  (includes one year of Institute membership)


Continuing Education

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Automatically uploaded to certification record(s) upon completion (may take up to 24 hours to be reflected)


This program is only available for online viewing through April, 30 2020, regardless of date purchased.

Access Instructions

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.