Focus on HNW Tax Strategies for 2020

Focus on HNW Tax Strategies for 2020

Focus Series, Virtual Conference 
Wednesday, January 29, 2020 | 11 a.m. ET - 3:30 p.m. ET


Advisors with high-net-worth (HNW) clients require a different approach to tax planning and education. Strategies are emerging that call for clients to revisit their plans, particularly for those who own businesses, have complex estates, and donate generously to charity. Advisors can add significant value by raising key issues with their HNW clients and educating them about potential solutions.

Scheduled Sessions

2020 Estate Planning Conversations for HNW Clients | 11:00-12:15 p.m. ET
Steve Siegel, JD, LL.M

Join Steve Siegel, JC, LLM, a seasoned tax attorney and CPWA faculty instructor, as he summarizes top estate planning strategies for HNW clients.

Tax Planning Opportunities | 12:45-2:00 p.m. ET
Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs, eliminates the age limit for Traditional IRA contributions, creates a new exception to the 10% early distribution penalty, eliminates burdensome rules that prevented wider-spread adoption of MEPSs, reversed changes to the so-called “Kiddie Tax” made by the Tax Cuts and Jobs Act, and much more! In this session, attendees will learn about each of the major changes made by the SECURE Act, exploring both the new challenges and planning opportunities, it creates.

The After-Tax Advisor | 2:30-3:30 p.m. ET
David Gordon, Director of Eaton Vance Advisor Institute

Taxes can erode portfolio returns, disposable income, and wealth longevity. When it comes to tax planning, advisors need to think ahead - not just during Q4 or while taxes are being prepared. An "After-Tax Advisor" is mindful of taxes all year long to help clients keep more of their wealth and build lasting relationships. This presentation is designed to help you enhance your value using these three tax tenets:

  • Taxes can be a client's easiest investment "fee" to reduce
  • Asset location can be as important as asset allocation
  • Uncle Sam can be a coach, not just a referee


Registration & Fees (USD)

  • $195 Member
  • $445 Join & Learn (includes 1-year of Investments & Wealth Institute membership)

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

 

Continuing Education

Learners must be logged into the webinar delivery platform on January 29, 2020 for the entire session(s) to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • Up to 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications (pending approval)
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • Up to 4 hours of CE credit for CFP® certification (pending approval)
  • Reported on your behalf to CFP Board within 2 weeks of the event
Note: In order for CE reporting to take place, you must enter your Institute ID number and/or CFP Board ID number in the GoToWebinar platform when you join the webinar.

 

Access Instructions

After registering on this website, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Special Thanks to Our Sponsors:



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