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The SECURE Act: Estate Planning for Inflation, Taxes & Investment Strategies

THE SECURE ACT: ESTATE PLANNING FOR INFLATION, TAXES & INVESTMENT STRATEGIES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 19, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar will delve into the math behind the significant changes to the rules for retirement savings, required minimum distributions, and inherited retirement plans as a result of The SECURE Act. Take a fresh look at these changes with industry leaders from Alliance Bernstein, a world-renowned and highly respected investment management firm for high net worth families, who will share planning recommendations in the context of inflation, taxes, and investment strategies.



While many of these changes are favorable for retirement plan participants, the new post-death required minimum distribution rules may undermine many estate plans. In fact, retirement benefits represent more than 28% of U.S. household wealth, making them an important source of support for beneficiaries and families. Learn what to recommend to your clients, or what to do for yourself and your family. Join us for a discussion and analysis of the pre- and post-death planning implications of the SECURE Act with relatable case studies and in-depth research applied to the new regulations.



Learning Objectives:

Help you and your clients answer these critical questions:


  • What is tax deferral worth today?

  • Are Roth conversions valuable after the SECURE Act?

  • What are the trade-offs between conduit trusts and accumulation trusts?

  • What is the optional distribution strategy for inherited IRAs?

  • Are CRUTs the best solution for recreating stretch IRA benefits?

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Beaconwealthconsultingsouth

Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan's extensive estate, insurance, and tax planning expertise is the basis for the comprehensive, multi-generational plans that she develops for her clientele and family offices.

Susan’s expertise in the life and long-term care insurance area comes from her work as a Senior Manager at Price Waterhouse and the many years that followed working with the industry’s brightest minds as an independent broker and consultant. Susan is the driving force behind the AICPA’s risk management track at Engage, the annual Advanced Personal Financial Planning conference, and currently chairs the conference subcommittee.

Susan is also actively involved in women's empowerment to help women take charge of their finances, especially before any of the 6Ds occur: Death, Divorce, Disability, Disaster, Dementia, and Debt. Be Prepared Not Scared® is her motto. She runs an annual women’s panel at Engage to help women share experiences, fears, and best practices to increase gender equality in the industry.

Susan carries numerous professional certifications and designations and is recognized among her peers for her leadership, advocacy, and philanthropy, and is a frequent speaker at industry events. Much of Susan's expertise was acquired while she was a senior tax manager at PriceWaterhouse, LLC (1987- 1992), and as a senior tax consultant with Deloitte, Haskins & Sells (1984-1987). She founded her firm in 1992.

Susan graduated magna cum laude from Fairfield University in 1984 with a BS in Accounting and lives with her husband in Naples, Florida. She enjoys photography, painting, and traveling. She is a proud member of the Daughters of the American Revolution. She is most proud of launching her two adult children!

Susan has earned the right to use the Certified Public Accountant (CPA), Personal Financial Specialist (CFS), and Certified Financial Planner (CFP) designation.

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Lisa Stone

AllianceBernstein
Financial Advisor, Pincipal

(713) 204-7369

Alliancebernsteinlogo

Lisa Stone is a Principal and Financial Advisor in the Senior Investment Advisor Group in Bernstein's New York office. She works with high-net-worth individuals and families, trusts, estates, foundations, and pensions, thoughtfully guiding each client in developing a long-term investment plan in light of their objectives. Lisa is also an expert in advising on the issues associated with concentrated stock positions and strategies to maximize after-tax returns.

Robert Dietz

AllianceBernstein
Director, Wealth Strategies
robert.dietz@bernstein.com
(713) 204-7369

Alliancebernsteinlogo

Robert W. Dietz is a Director and Vice President in Bernstein’s Wealth Strategies Group and is based in the firm’s Minneapolis office. He focuses on multigenerational wealth transfer planning and works with high-net-worth clients and their professional advisors to optimize structures for tax-efficient investment, and wealth transfer. Dietz joined the firm in 2006, serving as an analyst and senior analyst before becoming a Director in 2017. He earned a BA, cum laude, in finance from Augsburg College and is a CFA® charterholder. Dietz is a member of the CFA Society of Minnesota and the Minneapolis Estate Planning Council.

About Our Presenter

Beaconwealthconsultingsouth

Beacon Wealth Consulting South (BWC) is a boutique firm located in Naples, Florida which specializes in creating tailored financial plans for high net worth families. Susan's expertise in estate, insurance, and tax planning is the basis for the comprehensive, multigenerational plans that she develops for her clients.

BWC is also an independent insurance brokerage firm that often partners with other planners who do not have insurance expertise. BWC customizes life insurance plans for the high net worth clients in the context of the family’s overall financial plan, often integrated with sophisticated estate and retirement planning strategies.

BWC prides itself on successful collaboration with the clients’ team of advisors and/or family office. Susan Joy Bruno, the firm’s founder, and is a nationally recognized CPA/PFS for her work in life insurance planning.

Susan recently launched “The Beacon Method” which is a consulting service to help CPAs launch a financial planning practice or simply help financial planners take their practices from good to great. Some of the topics she will cover include:

  • How to leverage junior staff members to help them grow while also making your clients happier
  • How and why to add women to your practice
  • How to use the 6Ds fire drill to motivate your clients
  • How to add more graphics for your visual learners
  • How to add life insurance consulting or brokerage to your practice without compromising your objectivity or integrity