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Wealth Planning 2021

Preparing For The New Age In Wealth Planning

April 27th, 28th and 29th
How to gear up—and prepare your clients—for possible changes under the new administration
The Biden administration has proposed tax increases on the wealthiest Americans including changes impacting estate tax and capital gains tax, and is looking at reducing estate tax exemptions and repealing tax cuts—all of which will merit revisiting the tax and estate plans of your clients. This special forum series is designed to help wealth advisors and planners prepare for what can only be described as the coming new age in wealth planning.
Managing state income tax liability is a critical aspect of planning and administering a trust, and we’ll review the latest cases, statutes and proposals regarding the state income taxation of trusts.
A slew of progressives on Capitol Hill have proposed a new “wealth tax” aimed at reining in a widening U.S. wealth gap, so we’ll explore how planners can prepare high-net-worth (HNW) clients for such a tax now.
In December’s spending bill, Congress included a significant change to the interest rate assumptions underlying Internal Revenue Code Section 7702, and we’ll explain how this will impact whole life and indexed universal life insurance.
The IRS has announced a renewed focus on audits and criminal tax investigations of the tax returns filed by HNW taxpayers, so we’ll review what you can expect with these types of examinations and how to advise clients in preparation for a Wealth Squad audit.
And finally, while practices and family offices are recognizing that diversity, equity and inclusion are good for business, intentional steps are needed to make this happen—so we’ll discuss best practices that can make your organization better aligned with these principals.
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Live CE and CLE Virtual Forums
Six, one-hour sessions spanning three days
Continuing Education (CE) Credits
6 sessions / 6 credits – FREE for live attendees
Continuing Legal Education (CLE) Credits
6 sessions / 6 credits – FREE for live attendees
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Continuing Education (CE) and Continuing Legal Education (CLE) Credits For Live Attendees: CFP, CIMA®, CPWA®, CIMC®, RMA®, AEP® and NACLE credits have been applied for and are pending approval.
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