Tax Alpha On-Demand

Format: On-Demand Recording
Track: Investments, Tax & Regulation
Premier CE: 4 credits, including 4 tax & regulation credits, for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $295

High-net-worth clients want much more than simple investment tax-efficiency. Gain enhanced VIP access to Steve Siegel, a faculty member for the CPWA® certification at the University of Chicago and Yale University, as he provides 2021 tax insight and actionable tax strategies for HNW clients.
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Tax Alpha On-Demand

High-net-worth clients want much more than simple investment tax-efficiency. They demand holistic tax alpha that looks at all their financial moves through the lens of optimizing after-tax outcomes. Gain strategic and actionable insights that will help keep you laser-focused on your clients’ 2021 tax situation. You will receive enhanced, VIP access to Steve Siegel, a faculty member for the CPWA® certification at the University of Chicago and Yale University, as he provides current insight and actionable tax strategies for HNW clients. He will provide a combination of lecture and Q&A, ensuring a meaningful dialogue as you prepare to meet with your wealthy clients in 2021.

Included Recordings:



Mr. Siegel addresses the latest developments in tax legislation and proposals that will impact wealthy clients. With plenty of political uncertainty around the incoming presidential administration, advisors can provide significant value by educating clients and providing clear strategic guidance.

Current estate tax exemption limits are scheduled to sunset in 2025, but there is support for a repeal of the Tax Cuts and Jobs Act of 2017, potentially reducing those exemption limits sooner. In this session, Mr. Siegel discusses strategies to potentially “lock-in” the attractive exemption limits for wealthy clients.

There has rarely been a better time than now for wealthy clients to sell a business and diversify the proceeds. Owners are aging, capital is still plentiful, and tax lows may be less favorable in the near future. Learn how advisors can provide value in the form of tax-aware exit and succession planning.

Featured Speaker


Marc Milstein Steve Siegel, J.D., LL.M.
President, The Siegel Group


Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel is the author of several books, including: The Grantor Trust Answer Book; CPA’s Guide to Financial and Estate Planning, and Federal Fiduciary Income Taxation. He presently serves as an adjunct professor of law in the Graduate Tax Program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a B.S., Georgetown University, J.D., Harvard Law School, and an LL.M. in taxation, New York University.

REGISTRATION & FEES (USD)
$295

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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, including 4 tax & regulation credits, for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
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EXPIRATION

One year from the date purchased
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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.

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