NAEPC Webinars:

Wednesday, August 12, 2020 at 3:00pm - 4:00pm ET - Creative Ways to Fund Business Owner Retirement

Source: The Robert G. Alexander Webinar Series

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Every Business Owner leaves their businesses whether voluntarily or involuntarily.  Consideration in the positioning and use of life insurance prior to the exit can mean a huge difference in ultimate retirement cash flow for the Business Owner.  This intermediate presentation will provide valuable food for thought for the professional who has business owner clients.

Vincent M. D’Addona MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished) is an advisor at Strategies for Wealth with 41 years of experience providing services in three core areas: Estate Planning, Exit Planning for the owners of closely held businesses and Investment Coaching.  Vince has served as workshop sub-committee chair for the AALU 2010 annual meeting, in addition to being a featured speaker in 2005.  Vince is a Life and Qualifying member of MDRT, Court of the Table for 31 years and Top of the Table for 17 years and has spoken at the MDRT National Meeting.  Vince is a member of the Forum400, Financial Planning Association, the National Association of Insurance and Financial Advisors, and the National Association of Estate Planning Councils.  He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council.

 

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, September 9, 2020 at 3:00pm - 4:00pm ET - Zen and the Art of Trust Modification

Source: The Robert G. Alexander Webinar Series

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Step back from the mind-numbing distinctions and details of particular decanting and nonjudicial modification statutes to focus on the universal issues that should be addressed when taking a trust into the shop and the nuts and bolts of getting your trust on the road again.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP. She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of its Estate and Gift Tax Committee. She was the Reporter for the Uniform Law Commission Trust Decanting Act.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, October 14, 2020 at 3:00pm - 4:00pm ET - International Planning

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, December 9, 2020 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Issue 17 – First Quarter, 2014

NAEPC Journal of Estate & Tax Planning

Editor’s Note: This “dinner menu” summary is designed to help you with the flavor of the article before you read more. If you are interested in the article, click its title to access a copy.

Regular Columns and Reports

Edtior’s Column:  What Shall We Tell the Children Dear?: The Importance of Establishing A Beneficiary Communication Model Before State Law Does It For You
Author: Susan P. Rounds, JD, CPA, LLM, AEP®
List of Conferences
2014 Conferences on Estate, Financial Planning

First Quarter Update

Heckerling Musings — 2014 (PDF file)
Author: Steve Akers, JD, AEP® (Distinguished)
Heckerling 2014 Nuggets (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2188 (January 24, 2014)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
Estate Planning With Disregarded Entities (PDF file)
Authors: Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) & David A. Handler, JD, AEP® (Distinguished)
Current Valuation Issues Involving FLPS, LLCS and Other Closely Held Entities(PDF file)
Author: John W. Porter, BBA, JD, AEP® (Distinguished)
Decanting: Refining a Vintage Trust (PDF file)
Author: Susan T. Bart, JD, Partner, Sidley Austin LLP, Fellow, Regent and former Illinois Chair, ACTEC
Recent Developments 2013: Selected Federal and Illinois Cases, Rulings and Statutes (PDF file)
Authors: Robert E. Hamilton, JD, ACTEC Fellow & Ryan A. Walsh, JD
Form 8960—The Net Investment Income Tax (PDF file)
Reproduced courtesy of The Ultimate Estate Planner Newsletter, Volume 2, Issue 2 (February 2014)
Author: Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Understanding Section 1014(e) (PDF file)
(Part of a Series of Articles on Tax Basis Planning)
Reproduced courtesy of LISI Estate Planning Newsletter #2192 (February 6, 2014)
Author: John J. Scroggin, J.D., LL.M., AEP®
Tax Basis Planning – The Basics (PDF file)
An Expanding Frontier for Tax and Estate Planning (Part of a Series of Articles on Tax Basis Planning)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2194 (February 11, 2014)
Author: John J. Scroggin, J.D., LL.M., AEP®
Practical Planner Jan – Feb 2014 (PDF file)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
The New PFP Standards (PDF file)
Reproduced courtesy of The Journal of Accountancy
Authors: Clark M. Blackman II, CPA/PFS, CFA, CFP, CIMA, AIF & Andrea Miller CPA/PFS
Possible Elimination of NUA Treatment (PDF file)
Author: Robert S. Keebler, CPA, MST, AEP (Distinguished)
Planning Ideas-Exchange Funds (PDF file)
Reproduced courtesy of Cannon Financial Institute
Taxes—Watch Out for Prohibited Transactions in Self-Directed IRAs (PDF file)
Reproduced courtesy of Cannon Financial Institute