October 18, 2018 Workshop + Dinner Meeting with FPA Miami

Date: Thursday, October 18, 2018
Time: 5:30pm - 8:15pm
Location: Hyatt Regency Miami
Speaker: Philip Herzberg (Workshop) & Jerry Hesch (Dinner)

Join Us for a Special Joint Workshop and Dinner Event with the Financial Planning Association (FPA) of Miami!

DATE: Thursday, October 18, 2018

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131

Workshop – 5:30 – 6:20 p.m.

"Proactive IRA Planning Strategies After Tax Reform"

Presented by: 

Philip Herzberg, CFP®, CTFA, AEP®, MSF, The Lubitz Financial Group

The Tax Cuts and Jobs Act (TCJA), passed last December, will impact the retirement, tax, and estate planning for nearly all clients and their families. Changes in income tax rates, Roth IRA Conversions, and the estate tax exemption require planning practitioners to fully understand the complex new tax law rules relating to IRAs and qualified retirement plan accounts. This workshop session will highlight proactive IRA strategies and practical planning opportunities for clients to maximize their income tax benefits and retirement income. 

Cocktails and Dinner- 6:30 – 8:15 p.m.

“Business Succession Planning:

Practical, Financial, and Income Tax Concerns”

Presented by: 

Jerome "Jerry" Hesch, Esq. Dorot  Bensimon PL

An analysis of the obstacles and available alternatives in passing ownership of a family business on to the next generation when the senior family member desires to treat all the children equally, but some of the children will not take an active role in running the family business or key employees are needed to assist in management.  Selling a business to key employees without reporting any gain using the preferred partnership structure.

 The workshop and dinner sessions have applied for 1 hour of continuing education credit for each session in the following disciplines: CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)

Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, fish or vegetarian.

Please RSVP at http://www.epcmiami.org/events/event/16298


The guest fee for this meeting is $50. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $50 will be credited toward the fee for any membership.


Thank you to our generous sponsor:

Membership dues include the cost of all dinners.

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We look forward to seeing you at the meeting

See Upcoming Event Calendar