The Personal Financial Planning Conference is a bi-annual conference for CPAs, financial planners, and business consultants to get the tools and insights needed to effectively serve your clients or plan your own retirement. The event provides strategic thinking about topics like retirement planning, social security, elder care, and estate planning from nationally recognized speakers.
Clients ask you to be their trustee. Do you say yes?
Given recent changes in the law, “tax planning” for one’s estate at death has become a lot less about estate tax planning, and far more about the income tax planning opportunities at death… particularly with respect to maximizing available step-up in basis opportunities. With that in mind, attendees of this session will explore topics including how pre-death asset transfers can help maximize step-up in basis, how other types of pre-death transfers can help avoid the potential for a step-down in basis, complications associated with these strategies for clients living
Health care policy, what is happening now
What are you doing from a planning perspective now to help you plan for tax season?
For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 10 of the most frequent and costly IRA mistakes.
Understand how to deintensify the portfolio earmarked for retirement to meet their retirement objectives
Scott Sprinkle, Mark Smith, and David L. Stevens will wrap up the day with a debrief of the day and a question and answer session.