2018 Annual Estate Planning Conference (13000)

Thursday, July 26, 2018 - Saturday, July 28, 2018 / Greensboro, GA

Led by national experts, discussed at the local level, the Estate Planning Conference is designed for the unique needs of CPAs. Discuss a variety of topics, including how the Tax Cuts and Jobs Act will affect estate plans. Each session is designed to maximize your understanding of current estate planning developments. In addition to first-rate education, attendees will have the opportunity to network with peers throughout the three days.

 

Event Status: OPEN

Event ID: #13000

CPE: 16.0 credits

Total Price: $615.00

Other Attendance Options

These related conferences are also available for purchase.

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Led by national experts, discussed at the local level, the Estate Planning Conference is designed for the unique needs of CPAs. Discuss a variety of topics, including how the Tax Cuts and Jobs Act will affect estate plans. Each session is designed to maximize your understanding of current estate planning developments.


Who Should Attend: CPAs, financial advisors, attorneys, and other financial professionals looking to further their estate planning knowledge.

Accommodations
The room block at the Ritz-Carlton Reynolds is now full.
For accommodations, please visit the The Lodge on Lake Oconee to make a reservation.

Program Agenda

7:30 am-8:30 am
Registration/Continential Breakfast

8:30 am-8:35 am
Welcome and Announcements

8:35 am-10:15am
A- The 2017 Tax Cuts and Jobs Act: The Individual and Business Provisions and What Planning May be Possible Credits: 2.0 GN

Steve Siegel, JD, LLM

Address the leading individual and business changes enacted in the 2017 Tax Cuts and Jobs Act. Where there are planning opportunities to address some of the more troublesome aspects of the Act, they will be highlighted. Discussion of how the Act affects individuals in areas such as the loss of personal exemptions and miscellaneous itemized deductions, the limitations of the deduction of “SALT” taxes, etc. will be highlighted, along with analysis of the new 21 percent flat tax on the income of C corporations, the 20 percent deduction for certain pass-through businesses, and the impact of the 2017 Act on choice of business entity.

10:15am-10:30am
Break/Exhibits

10:30am-11:45am
B- Attorney Panel of Experts: Changes Attorneys are Making in Drafting and Disclaimer Planning Credits: 1.5 GN

Michael W. Hoffman, ESQ., CPA
CEO/Managing member / Hoffman & Associates Attorneys-at-Law, LLC , Atlanta, GA

William A. Turner
Cohen Pollock Merlin Turner, P.C. , Atlanta, GA

Rebecca Cummings, Esq.
Rebecca Godbey Cummings LLC , Atlanta, GA

Everything you wanted to know about the provisions in wills and trusts but were afraid to ask. Lawyers develop their own style, but which provisions should the CPA be looking for to understand whether a document is appropriate for their client? Participate in this panel discussion to discuss varying types of clients, drafting techniques, biases and styles.Everything you wanted to know about the provisions in wills and trusts but were afraid to ask. Lawyers develop their own style, but which provisions should the CPA be looking for to understand whether a document is appropriate for their client? Participate in this panel discussion to discuss varying types of clients, drafting techniques, biases and styles.

11:45am-1:05 pm
Lunch & C - A Clean and Tidy Legacy Credits: 1.0 GN

Rebecca Cummings, Esq.
Rebecca Godbey Cummings LLC , Atlanta, GA

Ask nearly anyone about the aftermath of a death in the family and you will hear about the nightmare of cleaning out someone else’s home. Our relationship with possessions is complicated. Discuss the philosophies and strategies that make The Gentle Art of Swedish Death Cleaning and The Life-Changing Magic of Tidying Up best-sellers and what you (and your clients and families) can do to leave a clean and tidy legacy when departing this material world.

1:10 pm-2:25 pm
D- Estate Planning for the 99% of Us Credits: 1.5 GN

Steve Siegel, JD, LLM

Given that only a small handful of persons will be estate tax payers under the 2017 Tax Cuts and Jobs Act, what planning is appropriate for everyone else? Discuss core reasons for executing an estate plan, as well as whether there is an ongoing role for planning with life insurance and retirement plan assets. A significant portion of the session will address the need for income tax planning – with basis planning as a centerpiece of a client’s concerns. Issues such as gifting low basis assets to younger family members, “upstream” planning for senior family members, and the aggressive use of powers of appointment will be highlighted. The advantages and disadvantages of using credit shelter planning and/or marital gift planning will also be discussed.

7:30 am-8:00 am
Continential Breakfast

8:00 am-9:15 am
E- Shutting Down Family Limited Partnerships Credits: 1.5 GN

Steven M. Wyatt
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Christopher Steele
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

The Family Limited Partnership (“FLP”) burst onto the scene in the aftermath of Rev. Rul. 93-12, and FLPs remain viable today because of the many benefits derived therefrom. Changes in careers, families, financial conditions, and attitudes can alter estate planning objectives, leaving some clients to wonder if an FLP structure still meets their needs. Asset protection objectives may diminish as a client retires from a profession, and the use of limited partnership interests as a gifting tool to retain control of the family assets may no longer be a priority. The Tax Cut and Jobs Act has limited the exposure of all but the wealthiest of families to the estate and gift tax by increasing the lifetime exemption to $11,180,000, per individual.

8:15am-9:20am
Break

9:20 am-10:35am
F - Flow Through Entities/Closely Held Businesses Credits: 1.5 GN

Barbara M. Coats, CPA, PFS
Windham Brannon, PC , Atlanta, GA

Cover the rules, requirements, and issues associated with the taxation of flow-through entities and receive an overview of common issues that arise in the estate planning context.

10:35am-10:50am
Break/Exhibits

10:50am-12:05pm
G - International Clients Credits: 1.5 GN

Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Despite budget constraints and key vacancies, the IRS continues to target international issues and assert large penalties. Review the latest international issues, cases, and rulings to stay updated on this ever-changing area. The IRS is focused on FBAR violations, expanded foreign asset reporting duties, taxpayers who ceased participation in voluntary disclosure programs, implementation of FATCA weapons, deprivation of passports for tax debtors, automatic penalties for late information returns, compliance initiatives targeting foreign investors in U.S. rental property, foreign trusts, gifts to U.S. persons by expatriates, and the new repatriation tax. 

12:05pm-1:00 pm
Lunch

 

1:05 pm-2:20 pm
H - Elder Care Law Credits: 1.5 GN

Cindy Nelson, Esq.
Nelson Elder Care Law , Woodstock, GA

Previously many trusts were reserved for the wealthy. Today, the rapidly growing population of seniors, coupled with long life expectancies and the associated high cost of medical care have put many people at risk of losing their hard-earned, life savings. Trusts have become a more common place tool to protect assets and avoid probate. Walk through common “red flags” to look for and how to better prepare your clients for managing their trust.

7:30 am-8:00 am
Continential Breakfast

8:00 am-9:15 am
I - Tax Controversy Update: The IRS Stays Busy Even Without Adequate Funding Credits: 1.5 GN

Vivian D. Hoard, Esq.
Taylor English Duma LLP , Atlanta, GA

Although the IRS claims to have no funding, they are staying busy with campaign audits and causing many taxpayers and their advisors hours of torment. Learn about the latest IRS campaign initiatives and possible strategies for protecting clients who might capture the interest of the IRS.

9:15 am-9:25 am
Break/Exhibits

9:30 am-10:15am
J - 10 Most Important Things You Need to Know About Buy-Sell Agreements Credits: 1.0 GN

Everett Peaden, LLM
Smith, Gambrell & Russell, LLP , Atlanta, GA

Explore what should be on your radar when talking about buy-sell agreements with clients.

10:15am-10:20am
Break

10:20am-11:35am
K - Putting it all Together Credits: 1.5 GN

David F. Golden, CPA, Esq.
Attorney/Partner / Troutman Sanders LLP , Atlanta, GA

Summarize the high points of each presenter, tying together all the sessions and solidify what you have learned over the three days.

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Ematerials

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Printed Materials

Printed Materials

This option will allow you to pick up a printed manual when you check-in at the event.

Conference Site

The Ritz-Carlton Reynolds,
One Lake Oconee Trail
Greensboro, GA 30642

706-467-0600

 

For more information about hotel reservations, please refer to the information tab.

Directions

http://www.ritzcarlton.com/en/Properties/ReynoldsPlantation/Information/Directions/Default.htm
Click here to see a map.

Standard Registration

$615 GSCPA Members, $715 Non-Members

 

Late Registration

$655 GSCPA Members, $755 Non-Members (after 7/23/2018)