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DTSTART:20181018T213000Z
DTEND:20181019T001500Z
LOCATION:Hyatt Regency Miami
UID:1629820181018T213000ZOctober 18, 2018 Workshop + Dinner Meeting with FPA Miami
DTSTAMP:20260429T220858Z
DESCRIPTION:\nJoin Us for a Special Joint Workshop and Dinner Event with the Financial Planning Association (FPA) of Miami!\n \nDATE: Thursday, October 18, 2018\n \nLOCATION: Hyatt Regency Miami\n400 S. E. Second Avenue\nMiami, Florida 33131\n \nWorkshop – 5:30 – 6:20 p.m.\n \n"Proactive IRA Planning Strategies After Tax Reform"\n \nPresented by: \n \nPhilip Herzberg, CFP®, CTFA, AEP®, MSF, The Lubitz Financial Group\n \nThe 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. \n \nCocktails and Dinner- 6:30 – 8:15 p.m.\n \n“Business Succession Planning:\n \nPractical, Financial, and Income Tax Concerns”\n \nPresented by: \n \nJerome "Jerry" Hesch, Esq. Dorot  Bensimon PL\n \nAn 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.\n \n 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)\n \nPlease 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.\n \nPlease RSVP at http://www.epcmiami.org/events/event/16298\n \n \n \nThe 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.\n \n \n \nThank you to our generous sponsor:\n \n[](http://www.kravitestateappraisals.com/)\n \nMembership dues include the cost of all dinners.\n \nFor more information and to receive news and updates from the Council follow us:\n \nfacebook.com/estateplanningmiami\ntwitter.com/epcmiami\n[linkedin.com/company/estate-planning-council-of-greater-miami​](https://www.linkedin.com/company/estate-planning-council-of-greater-miami%E2%80%8B)\n \nWe look forward to seeing you at the meeting\n
SUMMARY:October 18, 2018 Workshop + Dinner Meeting with FPA Miami - Estate Planning Council of Greater Miami 
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