LIVE STREAM: 2024 Personal Financial Planning Conference (LS13050)

Wednesday, October 23, 2024 / Atlanta, GA

The Personal Financial Planning Conference, led by John Kilroy, will help you expand your knowledge, discover the latest in-depth technical and practice management best practices, and receive the tools and direction on the current laws and planning implications to assist your clients and make critical decisions effectively.

 

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

Event ID: #LS13050

CPE: 8.0 credits

Total Price: $359.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks
 

TOPICS-AT-A-GLANCE

Update on the SECURE 2.0 Act

Social Security: Dispelling Common Myths with Essential Truths

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

A Complete Tax Guide to Exit Planning


MATERIALS
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.

Wednesday, October 23, 2024

8:00am-9:40am
A – Update on the SECURE 2.0 Act Credits: 2.0 TT

John Kilroy
Surgent , Radnor, PA

Review a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase retirement savings. As such, the Act has many vital changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages.

9:50am-11:30am
B – Social Security: Dispelling Common Myths with Essential Truths Credits: 2.0 TT

John Kilroy
Surgent , Radnor, PA

For roughly 90 percent of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to maximize these coveted monthly benefits. Dispel common myths about Social Security that lead to confusion and replace them with the truth of an empowered retirement.

12:00pm-1:40pm
C – Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Credits: 2.0 TT

John Kilroy
Surgent , Radnor, PA

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. Discuss how various pension plans work and analyze why a small or medium-sized business owner would choose one plan over another.

1:50pm-3:30pm
D – A Complete Tax Guide to Exit Planning Credits: 2.0 TT

John Kilroy
Surgent , Radnor, PA

When exit planning, various issues, including tax implications, must be considered to achieve an effective management and/or ownership change. Many envision tax-free reorganizations as the most preferable structure to avoid capital gains tax, but the opportunities come at a cost to the seller. Participate in a well-rounded discussion of the various strategies to consider when advising on exiting a business.

Conference Site

GSCPA Live Stream
Live Stream, GA 00000

 

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

Late Registration

$399 GSCPA Members, $499 Non-Members (after 10/18/2024)