Tag Archives: Current Events

Secure Act Financial

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to maximizing wealth and how those concepts apply to IRAs and retirement plans, how the Secure Act changed the planning environment, and what creative techniques planners might consider.

Core Estate Planning Documents During Covid

We are living in difficult times: stock market declines, economic turmoil (according to many a recession), the strain of quarantine, and mostly the worries and health challenges of coronavirus.

What steps can advisers help clients take to make this difficult time easier from the financial and legal perspective?

What legal documents should your clients have? What changes generally might we advise clients to consider? How might estate
planning documents be different now? How do we navigate through social distancing requirements and shelter-in-place mandates?

While the answers will vary to address each person’s unique circumstances, and the laws vary by state, this program will provide you with ideas to guide clients

A sample client communication to adapt based circumstances that practitioners might use to communicate with clients is provided.

Achieving Peak Performance in a Challenging Covid World

The current COVID climate has caused a significant increase in stress, anxiety, financial instability, and changes to work and family structure. This webinar is about how to find balance in an unbalanced world.

  • Breath Sensing – extending exhale; diaphragmatic breathing.
  • Breath Counting
  • Progressive Muscle Relaxation
  • Meditation techniques

Paycheck Protection Program of the CARES Act

The Paycheck Protection Program and loan forgiveness are intended to provide economic relief to small businesses nationwide adversely impacted under the Coronavirus Disease 2019 (COVID-19) Emergency Declaration (COVID-19 Emergency Declaration) issued by President Trump on March 13, 2020.

Download The Presentation Slides 

Estate Planning Roadmap 2019-2020 Part 2

In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth.

Planning for large estates: enhanced note sales to grantor trusts (“IDITs”) for UHNW client wealth transfers; consider “stepped” or deferred interest on promissory notes to facilitate a larger sale than current cash flow may permit; be wary of the Hart Scott Rodino Act requirements; differentiate collateral on note sale to possibly break IRS challenges of a retained interest on a note sale; defined value mechanisms might be enhanced and modified for new planning…

Estate Planning Roadmap 2019-2020

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challenges to estate planners have become ever more complex.

This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer developments and trends affecting income tax planning, asset protection planning, drafting conventions and more.