2018 Personal Financial Planning Conference (13050)

Wednesday, October 24, 2018 / Atlanta, GA

National and local speakers will discuss the latest trends and changes at the 2018 Personal Financial Planning Conference. Your clients rely on you for estate, tax, retirement, risk management and investment planning advice. Receive the tools and guidance on the latest laws and planning implications to effectively assist your clients.


LIVE STREAM Attendance Option - Event Code: LS13050
The Personal Financial Planning Conference also offers attendance through Live Stream. You can attend remotely, in real time, while saving on travel expenses.
Click here to register for Live Stream attendance

 

Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

National and local speakers will discuss the latest trends and changes at the 2018 Personal Financial Planning Conference. Your clients rely on you for estate, tax, retirement, risk management and investment planning advice. Receive the tools and guidance on the latest laws and planning implications to effectively assist your clients.


Live Stream Attendance
Event Code:  LS13050  |  CPE Credit:  8 hours general  |  8 hours CFP credit (applied for)

Live stream allows you to attend the conference from your home, office or anywhere you can access the internet. You view the sessions in real time as part of the audience and have interaction with other attendees via chat areas. All sessions will be available to attend via live stream.
Accommodations
For a list of hotels near the GSCPA Learning Center, please visit our accommodations page.

Photography
By attending this event, you are demonstrating your permission to allow your photo to be taken and published in GSCPA marketing, promotional and web materials.

Wednesday, October 24, 2018

3:30pm-3:40pm
Networking Break

3:40pm-4:30pm
H - The Economic Outlook & It's Risks Credits: 1.0

Thomas J. Cunningham, Ph.D
Senior Vice President-Chief Economist / Metro Atlanta Chamber of Commerce , Atlanta, GA

Discuss the economic outlook for both the region and the nation, including potential risks and the essential issues facing the economy.

7:00am-8:00am
Registration and Continental Breakfast

8:00am-8:05am
Welcome and Announcements

8:05am-8:55am
A - New Tax Law Regarding Individuals Credits: 1.0 GN

Anson Asbury, J.D., LL.M.
Asbury Law Firm , Decatur, GA

Discuss what’s missing, what’s new and what’s still left for practitioners planning and preparing individual tax returns in the wake of the Tax Cuts and Jobs Act of 2017.

8:55am-9:05am
Networking Break

9:05am-9:55am
B - The Transformational Impact of Intentional Generosity Credits: 1.0 GN

Blair C. Cunningham, CFP, CPA
Member / SignatureFD, LLC , Atlanta, GA

As a trusted advisor you have an incredible opportunity to leverage your influence and help those you serve have a bigger impact with their wealth. Talking with clients about generosity and helping them plan how they want to support the causes and organizations they are passionate about will transform their giving and bring more fulfillment to their lives. Learn what it looks like to discuss both the how and the why behind an intentional plan to be generous.

9:55am-10:05am
Networking Break

10:05am-10:55am
C - Trust Me! New Opportunities for the Use of Trusts Under Tax Reform and Georgia’s 2018 Trust Code Revisions Credits: 1.0 GN

Thomas E. Jones Jr
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

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

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

Stephen Heymann
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Among the topics covered will be the opportunities presented by Georgia's new "decanting" statute, its expanded Rule Against Perpetuities, plus two entirely new types of trusts in Georgia: The "Self-Settled Asset Protection Trust" and the "Directed Trust." Additionally, presenters will discuss the effect of the new Tax Act on the use of trusts and the use of trusts to maximize income tax benefits under the new Tax Act such as minimizing state income taxation and maximizing income tax basis step-up benefits.

10:55am-11:00am
Networking Break

11:00am-11:50am
D - Georgia Tax Credits Credits: 1.0 GN

John K. Carson Jr, CPA, MBA
Director of Public Policy and Busines / Monarch Private Capital , Atlanta, GA

Explore specific 2018 tax credits, and which ones can be combined with tax exemptions and local government incentives. Walk through the primary tax credits Georgia extends to new and existing companies, as well as cover additional instructions for RHO tax credits as well as qualified education donations.

11:50am-12:40pm
Lunch

12:40pm-1:30pm
E - Estate Planning Credits: 1.0 GN

Oscar L. Wiseley
Financial Strategies / Synovus Family Asset Management , Columbus, GA

Explore the consequences of the Tax Cuts and Jobs Act (“2017 Tax Act”) with a focus on the increase in the Basic Exclusion Amount and how it impacts the traditional estate planning paradigm; examine rethinking existing estate planning structures that exist from an earlier environment; discuss how income taxation issues are probably of more relevance to the clear majority of clients; and review interesting recent tax and estate planning litigation.

1:30pm-1:40pm
Networking Break

1:40pm-2:30pm
F - Social Security 101 - Claiming Strategies Update Credits: 1.0 GN

Alicia Lipscomb
Social Security Administration , Atlanta, GA

The Bipartisan Budget Act of 2015 made changes to Social Security’s laws about claiming retirement and spousal benefits. Learn about the current rules regarding voluntary suspension and deemed filing.

2:30pm-2:40pm
Networking Break

2:40pm-3:30pm
G - Lessons from a CIO's World - Asset Allocation, Diversification and Due Diligence Credits: 1.0 GN

Aradhana Kejriwal,, CFA

The Chief Investment Officer (CIO) helps investment firms navigate the uncertainties of the financial marketplace. CIOs play an important role in ensuring that financial service providers satisfy the mandates given to them by their clients. From devising investment strategies and building portfolios to monitoring performance and interacting with stakeholders, CIOs manage and deliver on several sub-functions that are essential for executing investment policy needs.

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Ematerials

Conference Site

GSCPA Learning Center
6 Concourse Pkwy Ste 800
Atlanta, GA 30328

404-231-8676

 

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

Late Registration

$370 GSCPA Members, $470 Non-Members (after 10/21/2018)