2021 Tax and Financial Forum

Tuesday
Oct
19
2021

8:00 am - 5:00 pm


Save the date for our 2021 Tax & Financial Forum! A draft agenda is below. More information and registration will be sent soon.

8:00-8:45 Registration and Networking
8:45-9:00 Introductory Remarks
9:00-10:00 Speaker #1: Jonathan Blattmachr, JD, TEP, AEP (Distinguished) – Director, Peak Trust
Tax Planning in Light of Tax Reform – Part 1
10:00-11:00 Speaker #2: Jon Salomon, CEO, Optima Financial and Insurance Services, LLC
Index Universal Life as an Asset Class — For Whom It’s an Appropriate Asset Class and for Whom Not
11:00-11:10 Presentation of the Loren Duntan Award (Jared Tanimoto, OC FPA President)
11:10-11:30 Networking
11:30-11:50 Partner Presentations
11:50-12:50 Lunch Speaker #3: Professor Jerome Hesch, JD, MBA, AEP (Distinguished) – Director, Notre Dame Tax Institute
How the IRS Mortality Tables Increase the Financial Benefits and Tax Savings When Employing Charitable Remainder Trusts and Charitable Gift Annuities
12:50-1:50 Speaker #4: Larry Goldberg — ESOP Law Group, LLP
Designing an ESOP Transaction to Meet Your Ownership Transition Goals
1:50-2:10 Partner Presentations
2:10-2:40 Networking and Dessert Table
2:40-3:40 Speaker #5: Jonathan Lurie and Tabetha Peavey – Venable
Post Death Planning and Traps — How to do it When You are Dead
3:40-4:40 Speaker #6: Jonathan Blattmachr, JD, TEP, AEP (Distinguished) – Director, Peak Trust
Tax Planning in Light of Tax Reform – Part 2
4:40-5:00 Concluding Remarks and Raffle Prize Presentations

6 Hours of CFP CE; CPA CE and CA Attorney MCLE – Pending
40 minutes of Partner Presentations
1 Hour 35 Minutes of Networking