Financial Professionals

Chapter events

Chapter meeting
September 17

Golden Valley Country Club
Tax Planning Doubleheader
7:30 - 10:00 am

Presenter: Jeff Levine, CPA/PFS, CFP®, CWS®, MSA

HR 1 - An Advisor’s Guide to the New 20% Pass-Through Deduction
For many business-owner clients, one of the most significant changes made by the Tax Cuts and Jobs Act (TCJA) was the creation of the new 199A deduction. This deduction, better known as the 20% pass-through deduction, has the potential to be one of the biggest tax-savers for certain clients, but it’s also undoubtedly one of the most complicated provisions in the entire TCJA. The good news, though, is that since the deduction is a completely new feature of the tax code, all advisors are starting off on a fresh, level playing field. Advisors who quickly and thoroughly learn the deduction’s ins and outs will easily stand out from the competition.

HR 2 - Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon
A core concept of tax planning is to pay taxes at the lowest rates. But what will your clients’ tax rates be when they need to access their retirement funds? That unknown is a major risk for many retirees, but it’s a risk that a Roth IRA conversion can help to reduce and/or eliminate. In this session attendees will gain an understanding of critical Roth conversion rules, as well as some of the advanced conversion strategies that practitioners can use to help clients transition as much money as possible from tax-deferred accounts to tax-free accounts at the lowest cost.

RSVP by September 13, 2019

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