Potential Solutions to Consider for Tax Efficiency

Date: Tuesday, May 8, 2018
Time: 11:30am - 1:00pm
Location: FATE Brewery, Boulder
Speaker: Ann Marie Reyher, CPA

Sponsored by:  Longmont Community Foundation (Eric Hozempa) and Midwest Trust (Herb McPherson, Beth Brandt, Wade Brandtly, Roxann Deutch, Miriam Goodman, and Janice Smith).

Presenter:  Our speaker, Ann Marie Reyher, is the US Director of the Wealth Structuring Services Team at Lombard International. She is an engaging specialist in domestic wealth planning and a results-driven wealth and tax strategist. Her significant and sophisticated hands-on experience and technical knowledge were gained over her 20-year professional career working within large New York based financial services businesses as well as regional Philadelphia accounting firms.

Prior to joining Lombard International, Ms. Reyher provided a full range of tax compliance and consulting services for individuals, businesses and their business owners, including wealth management advisory services, strategies for multi-generational wealth transfer, business succession planning, charitable giving strategies, asset protection and wealth preservation.

Course Description:  This course will provide education on private placement life insurance and variable annuity products; what they are and what they are not.  There will be discussion on insurance and utilizing insurance as a solution for tax and wealth planning. Information covered will be tax rules/laws surrounding the private placement products (IRC 72(u) and 7702) and the benefits and consideration of these solutions.  In addition, there will be a review of planning strategies the advisor can bring home to their cleints that incorporate these tax deferral vehicles (i.e.:  Dynasty Trusts, CLATs, ILITs).

Learning Objective: The primary goal of this course is to educate financial advisors on what private placement products are (and are not), their benefits and considerations, and the appropriateness of these strategies depending on the client’s profile and goals. Private placement variable products have the potential to convert highly inefficient taxable assets into favorable tax-efficient investments. The objective of this course is to explain what these products are, how they work, demystify their make-up, and provide the advisors the tools they need to start the dialog for this tax efficient solution.

Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour; field of study: private placement products.

CE credit approval has been obtained for: CLE, CLU, CFP, and CPAs.


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