2020 Orange County Tax and Financial Forum

Tuesday
Oct
20
2020

9:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA 92660


 

 

     

Don’t Miss This Event!

You are invited to the third annual Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base. The last two Forums have sold out early, so reserve your spot today!

Cost: FPA Members $60, Non-Members $80
Lunch, Wine Reception, Continuing Education Credits, and Parking are included.

We anticipate offering 5.0 hours CFP® CE and 5.0 hours CPA CPE.

RSVP: By Friday, October 16, 2020

Agenda

 

8:30 am Registration and Networking
9:00 am
Welcome and Introductory Remarks
9:15 am
Jonathan Blattmachr, JD, TEP, AEP (Distinguished) Director, Peak Trust

Attracting High Net Worth Clientele with Cutting Edge Financial and Tax Strategies

10:25 am
Networking
11:00 am Daen Wombwell, CEO, NIW Corporation

Calling the “Emperor’s Clothes” on Retirement Plans: A New Perspective

12:00 pm Networking
12:25 pm Presentation of the Lauren Dunton Award
12:30 pm Professor Jerome Hesch, JD, MBA, AEP (Distinguished), Director, Notre Dame University Tax Institute

Selective Techniques to Reduce, Defer or Possibly Eliminate Income Tax on Appreciated Assets

1:30 pm Steven J. Oshins, JD, TEP, AEP (Distinguished), Law Offices of Oshins & Associates, LLC, Las Vegas, NV

Fear Factor: Protecting Assets by Getting Into the Creditor’s Head and Controlling His/Her Mind

2:30 pm Networking and Dessert
 2:50 pm Justin Miller, JD, LL.M, CFP, National Wealth Strategist, BNY Mellon

Top Tax Tips For Making Divorce Less Taxing

  3:50 pm  Concluding Remarks and Raffle Drawing
  4:00 pm  Wine Reception

 

Speakers


Jonathan Blattmachr

JD, TEP, AEP (Distinguished) Director, Peak Trust



Session Title:
Attracting High Net Worth Clientele with Cutting Edge Financial and Tax Strategies

Bio:

Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company, formerly Alaska Trust Company and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in Manhattan. He is a Principal at Interactive Legal Services Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America in New York, Alaska and in California. He graduated from Columbia University School of Law, where he was recognized as a Harlan Fiske Stone Scholar. He has written and lectured extensively on estate and trust taxation and charitable giving. He is author & co-author of nine books and more than 500 articles on estate planning and tax topics. Jonathan served two years of active duty in the US Army, rising to the rank of Captain and was awarded the Army Commendation Medal. He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.


Daen Wombwell

CEO, NIW Corporation



Session Title:
Calling the "Emperor's Clothes" on Retirement Plans: A New Perspective

Bio:

Daen Wombwell, CEO, NIW Corporation – Daen’s main focus at NIW Companies is on estate planning cases such as NIW MultiGen and Life Strategies. Prior to forming NIW Companies, Daen also held executive positions at global manufacturing and advanced process software corporations. At both companies, Daen faced and successfully resolved the problem that many companies (regardless of industry) commonly face – how to effectively introduce complex value propositions to a direct and indirect selling team. Understanding this issue has been a key contributor to the success and credibility NIW Companies has achieved over the last 10 years. Daen has a Business Degree with Honors in Strategic Marketing and Finance from the University of Aston in Birmingham, UK.


Professor Jerome Hesch, JD, MBA, AEP (Distinguished)

Director, Notre Dame University Tax Institute



Session Title:
Selective Techniques to Reduce, Defer or Possibly Eliminate Income Tax on Appreciated Assets

Bio:

Jerome M. Hesch, Miami, Florida serves as an income tax and estate planning consultant for lawyers and other tax planning professionals throughout the country.  He is the Director of the Notre Dame Tax and Estate Planning Institute, on the Tax Management Advisory Board, and a Fellow of both the American College of Trusts and Estates Council and the American College of Tax Council.  An accomplished author, he published numerous articles, Tax Management Portfolios, and co-authored a law school casebook on Federal Income Taxation, now in its fourth edition.  He was elected to the NAEPC Estate Planning Hall of Fame. He received his BA and MBA degrees from the University of Michigan and a JD degree from the University of Buffalo Law School.  He is currently an adjunct professor of law.


Steven J. Oshins, JD, TEP, AEP (Distinguished)

Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada



Session Title:
Fear Factor: Protecting Assets by Getting Into the Creditor's Head and Controlling His/Her Mind
Summary:

Protecting assets from creditors has become one of the most important and necessary skills for every estate and financial planner.  Half of the battle is won by simply making the structure as scary as possible.  The speaker will talk about the Fear Factor and how this influences favorable settlements by intimidating the creditors, so they are more likely to settle for pennies on the dollar.  The highlight of this session will be the presenter’s explanation of the Hybrid Domestic Asset Protection Trust which is a strategy created by the presenter and which is considered the most important creditor protection strategy available.


Bio:

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016 and 2020 by The Best Lawyers in America®.  He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011.  He has been named the “Top Estate Planning Attorney of 2018” and one of the 24 “Elite Estate Planning Attorneys” in America by The Wealth Advisor and one of the Top 100 Attorneys in Worth.


Justin Miller, JD, LL.M, CFP

National Wealth Strategist, BNY Mellon



Session Title:
Top Tax Tips For Making Divorce Less Taxing
Summary:

Recent tax reform could make divorce a whole lot more taxing, and understanding the tax implications of divorce may be extremely helpful to tax, estate planning, and financial advisors—not just family law attorneys. Whether it is child tax credits, transfers of securities, dividing retirement accounts or determining spousal support, there are essential tax tips that can assist every practitioner. This program will provide advisors with a checklist that can be utilized in simple to complex divorce cases to assist clients with key tax issues.


Learning Objectives:
  • Tax Filing Status
  • Dependency Exemptions and Child Tax Credits
  • Sale of Principal Residence Exclusion
  • Deductions Related to Divorce
  • Payments After Divorce—Child Support, Alimony and Life Insurance
  • Qualified Retirement Plans and IRAs
  • Property Transfers and Division of Appreciated Property
  • Spousal Trusts

Level of Complexity: Advanced

CE: 1.0 hour CFP CE(pending) and 1.0 hour CPA CPE

Bio:

As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker for tax, estate planning and family governance topics at major conferences throughout the country. In addition, Mr. Miller has published numerous articles, and he is frequently quoted as an industry expert in the media. He received a Master of Laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.



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