2020 Annual Estate Planning Conference (13000)

Thursday, July 23, 2020 - Saturday, July 25, 2020 / Greensboro, GA

Led by national experts, discussed at the local level, the 2020 Estate Planning Conference will provide tactics and connections for quick implementation. In addition to a 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: $570.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks

Maximize your understanding of current estate planning developments through the examination of resources designed to help you accommodate your client's needs in achieving their goals. Experts who specialize in the field will provide strategies for an in-depth understanding of the industry and regulatory issues and trends.

This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.

Thursday, July 23, 2020

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

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

8:35 am-9:50am
A - Current Developments in Tax and Estate Planning Credits: 1.5 GN

This session would focus primarily on recent developments, including the important changes in planning for retirement plan benefit distributions as the result of the SECURE Act passed in late 2019, the final Section 199A regulations affecting distributions from trusts, as well as the rules addressing what will happen to the applicable transfer tax exclusion and the portability exclusion when the 2017 Tax Cuts and Jobs Act sunsets after 2025 – or sooner if there is political change. If there are new developments between now and the July program, these will be included in the discussion.


B - The ABCs of GSTs: What Every CPA Needs to Know About the Generation-Skipping Transfer Tax Credits: 1.0 GN

Many advisors are familiar with the income tax, gift tax, and estate tax. But what about the Generation-Skipping Transfer (GST) Tax? The GST Tax is a complicated tax regime that seeks to impose a tax on the transfer of property to an individual's grandchildren or more remote descendants. The GST Tax applies to direct transfers in apparent circumstances. Still, it can also arise indirectly in the future when assets are distributed to beneficiaries from trusts or upon the termination of a trust. Receive a summary of the GST tax, identify scenarios where the GST tax can occur and discuss the powerful strategies the rich and famous employ to minimize or avoid the GST tax altogether. 



C - Savory Tidbits of Advice for Efficient Estate Administration Credits: 1.0 GN

We all seek to provide peace of mind to our clients during estate administration, but that is often a challenge given the numerous novel ways our client's families find for fighting. Receive practical legal advice to help divert or resolve several frequent conflicts in the administration of estates.

7:30 am-8:00 am
Continential Breakfast

8:00 am-9:15 am
F - Conservation Easement Update: Do Any of Them Qualify? Credits: 1.5 GN

Receive an update on conservation easements focusing on recent tax court decisions, IRS initiatives and state finance committee activities.


G - Traps and Opportunities in Planning for Retirement Accounts After the SECURE Act Credits: 1.5 GN

The SECURE Act was signed into law on December 20, 2019. Since then, practitioners are working to understand the nuances of the new law and how to apply it to the unique needs of clients. Participate in a practical presentation on specific planning opportunities and traps for the unwary under the new legislation.


H - International Tax Issues, Dozens of IRS Enforcement Campaigns, and Obscure Remedies for Taxpayers Credits: 1.5 GN

With a new Commissioner in place, IRS enforcement has reached its highest level in years. Indeed, the Large Business and International Division has over 50 active "compliance campaigns" at the moment, with more continually added. The IRS focuses on violations related to unreported foreign assets, activities and income, transition/repatriation taxes under Section 965, foreign investors with U.S. property, FATCA, virtual currency, foreign-payment withholding, expatriation, unreported foreign gifts and inheritances. Identify key issues, IRS campaigns, and potential remedies for attorneys, accountants, financial advisors, and their clients.




12:45pm-2:00 pm
I - Lessons from the Trenches: Avoiding Family Disputes Over Money, Estates, and Businesses Credits: 1.5 GN

We are in the midst of a substantial intergenerational transfer of wealth. That wealth transfer takes various forms, including inheritance, funding of trusts, business succession, and 401k and IRA beneficiary distributions. Discuss the causes of family disputes over assets, drawn from the cases in which the speaker and his firm have been involved.

7:30am-8:00 am
Continential Breakfast

8:00 am-9:15 am
J - Understanding and Implementing Cash Balance Plans Credits: 1.5 GN

Do you know how a Cash Balance Plan works and when you should bring up the possibility to a client? In the right circumstances, a Cash Balance Plan can save a significant amount of money in taxes over the life of the plan for small business owners and supercharge their retirement savings. Discuss today's complex environment plus when and for what types of clients you should consider recommending a Cash Balance Plan.

9:15 am-9:25 am

9:25 am-10:15am
K - Purposeful Trusts & Legacies: Is This What Clients Really Want in Today's Non-Tax Climate? Credits: 1.0 GN

Explore the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept that is transforming the way we design, draft and implement estate plans. Review two recent market surveys that address what clients want from their estate planning experience. Then, look at three simple suggestions on how estate planners can easily incorporate one of the keys of Purposeful Trusts & Legacies into their estate planning process, as well as client exercises and sample documents that illuminate what some of the possibilities are.


L - Pulling it All Together Credits: 1.5 GN

In this lively closing session, summarize the high points of each presenter, tying together all the sessions and help solidify what you have learned over the three days.

Friday, July 24, 2020

Friday, July 24, 2020

Conference Materials


Conference Site

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



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


Click here to see a map.

Early Bird Registration

$570 GSCPA Members, $670 Non-Members (by 7/2/2020)


Standard Registration

$630 GSCPA Members, $730 Non-Members


Late Registration

$670 GSCPA Members, $770 Non-Members (after 7/20/2020)