Brenda Geiger, J.D.
Trust Planning and Asset Protection Attorney
Our annual Trusts & Estates Symposium will be held this year on June 7, 2012 at the Crossings Golf Club. The Symposium will feature 2 wealth planning professionals as our keynote speakers and a segment on practice building. The Symposium is planned for a morning attendance from 8:00am to 11:30am with CPE and CFP credits available (MCLE credit pending approval).
Our Speakers and Topics:
8:00am to 9:00am
Tim Voorhees, J.D.
“New Zero Tax Planning Opportunities”. When developing cash flow and inheritance projections, most clients are surprised to see how much of their wealth will be lost to income taxes and/or estate taxes. Fortunately, public policy encourages tax planning that redirects tax money to family members and favorite charities. The new tax laws passed in December of 2010 give advisers 17 powerful reasons to encourage clients to complete planning now to minimize unnecessary taxes. During his presentation, Tim will distribute recently published articles that explain the 17 reasons. He will also review some of the most effective presentations for helping clients minimize taxes while improving retirement income, transfers to heirs, and charitable giving potential. Tim will show attendees how advisers can work together more effectively while implementing more investment and insurance cases, documenting more gifts for charities, and consistently collecting more positive client satisfaction surveys.
Break from 9:00am to 9:15am
9:15am to 10:15am
Richard Muscio, CPA
"Business Succession Planning: Helping Clients Transition as Tax Efficiently as Possible"
Business succession planning should be a priority for every successful family-owned business, however this is frequently not the case. More than 70 % of family-owned businesses do not survive transition from founder to second generation. Not only do income taxes and estate taxes contribute to this lack of success in transition, other issues such as family dysfunction, poor planning for contingencies, and lack of successful family governance contribute as well. After all, aging, death and treating one’s children fairly aren’t most people’s favorite topics. Ownership, management and family governance are issues that are frequently not addressed by families and their advisors, as focus is placed upon income tax and estate tax minimization. While these latter goals are of course quite important, successful family-owned business succession planning can only be done in a holistic manner, both as to issues as well as to who participates in this important process. Join Richard to learn how families can thrive through their succession planning, and how professional service advisors can contribute greatly to this process, while also making sure that Uncle Sam only gets what little he is entitled to!Break from 10:15am to 10:30am
10:30am to 11:30am
Jan Copley, J.D.
“How to Attract and Retain More High Net Worth Clients in a Down Economy”. Are you good at what you do, but somehow, you don’t seem to have enough clients? If you think that’s the case, join us for a discussion about how to change this! We will talk about creating a marketing plan, cultivating your current referral relationships, finding new referral sources, what to say and who to say it to, following up, marketing events, and getting help.
Come join us for this exciting event! To RSVP now, simply click on the attachment below, fill out the form and either fax it back to us or email it to email@example.com. The registration fee will be $85 until May 5, 2012. After that date, late registration will be $100.
Business Valuations, LTD.
|2012 Symposium Registration Form.pdf||89.21 KB|