Thursday, October 18th | Partner Event with Estate Planning Council
Time & Location
About The Event
"Proactive IRA Planning Strategies After Tax Reform"
Philip Herzberg, CFP®, CTFA, AEP®, MSF, The Lubitz Financial Group
The Tax Cuts and Jobs Act (TCJA), passed last December, will impact the retirement, tax, and estate planning for nearly all clients and their families. Changes in income tax rates, Roth IRA Conversions, and the estate tax exemption require planning practitioners to fully understand the complex new tax law rules relating to IRAs and qualified retirement plan accounts. This workshop session will highlight proactive IRA strategies and practical planning opportunities for clients to maximize their income tax benefits and retirement income.
“Business Succession Planning: Practical, Financial, and Income Tax Concerns”
Jerome "Jerry" Hesch, Esq. Dorot Bensimon PL
An analysis of the obstacles and available alternatives in passing ownership of a family business on to the next generation when the senior family member desires to treat all the children equally, but some of the children will not take an active role in running the family business or key employees are needed to assist in management. Selling a business to key employees without reporting any gain using the preferred partnership structure.
The workshop and dinner sessions have applied for 1 hour of continuing education credit for each session in the following disciplines: CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)
- FPA of Miami Member$35$350$0
- FPA of Miami - Non-Member$50$500$0