NBI Seminar – Wealth and Transfer Planning Conference 2014

November 18, 2014 - November 19, 2014

Holiday Inn of Plainview

215 Sunnyside Boulevard
Plainview, NY 11803

Intended Audience: Intermediate Level

8:30am - 4:40pm

$575

Pricing Note: $565 each additional, Registration includes course book

Contact Info:
Phone: 800-930-6182

Jordan Linn and Joseph La Ferlita of Farrell  Fritz will be speaking at this 2 day seminar.  Their portion of the schedule is as follows:

DAY 1: TAX UPDATE, PROJECTIONS, ACCRUAL TOOLS

Planning with Life Insurance 3:45 – 4:40, Jordan S. Linn

1. Choosing the Right Coverage
2. Preventing Lapsing Policies
3. Tax and Transfer Considerations
4. Is an ILIT Needed?

DAY 2: STRUCTURING POST-RETIREMENT SPENDING AND TRANSFERS, AND ESTATE PLANNING

Trust Administration 9:45 – 10:45, Joseph T. La Ferlita

1. UPA, UPIA and UTC Update
2. Taxable vs. Fiduciary Income Accounting
3. Utilizing Power to Adjust
4. UTC §813: Power to Inform and Report
5. Cross-Trusteeship
6. Income, Contingent and Remainder Beneficiaries’ Interests
7. Uses, Limitations and Fixes of “Health, Education, Maintenance” Trust Language

Program Description

Gain New Tools for More Effective Investment, Retirement and Tax Planning Client Services

Learn the latest updates on tax regulations and incisive discussions on the best use of retirement planning and transfer tools. Enhance your expertise – register today!

• Get an update and analysis of key current state and federal tax rules.
• Find out what the “no ruling” list from the IRS tells us about upcoming regulatory trends.
• Compare various long-term cash flow models and the accuracy of retirement projections based on them.
• Learn how to account and plan for the new 3.8% tax on undistributed income.
• Prepare for the future of the IRA stretch.
• Help LGBT couples update their tax and investment plans.
• Analyze how tax planning in decoupled states has changed since ATRA.
• Learn how to properly record gifts to trigger the statute of limitations as early as possible.
• Get real-life accounting ethics guidance relevant to wealth planning practice.