Focus on Tax Alpha

Format: Webinar | 11:00 a.m. ET on January 27, 2021
Track: Wealth, Tax & Regulations
Premier CE: 4 tax & regulation credits for CIMA®, CPWA®, and RMA® certifications
CFP CE: Yes
Cost: $295

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

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Focus on Tax Alpha


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. 
 
On January 27, 2021, join host Devin Ekberg, CFA®, CPWA®, CIMA®Chief Learning Officer, Investments & Wealth Institute®, to gain strategic and actionable insights that will help keep you laser-focused on your clients’ 2021 tax situation. This event grants you enhanced, VIP access to Steve Siegel, faculty member for the CPWA® certification at 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.

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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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 27, 2021 for the entire session(s) to receive the corresponding continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • Up to 4 hours of tax & regulations CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Reported on your behalf 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.
EXPIRATION

N/A

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.