Upcoming Events

Please check back regularly for an updated listing of all of Bob’s live webinars and conferences. Please follow the links provided for additional details on each event and information on how to register/attend!

Nov. 21

Topic: Retirement Plan Beneficiary Disasters: How to Avoid and Fix Them

  • Speaker
  • Date: Thursday, November 21, 2019
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 90 Minutes

If you’re a financial advisor, CPA or estate planning attorney, you probably think that your clients’ IRA and retirement plan beneficiary forms were filed correctly and are in sync with their overall estate plans.  Think again!

The beneficiary named on an IRA custodian’s or plan administrator’s books are often wrong!  And the Supreme Court and the IRS say you can’t fix these errors after the owner-participant’s death!

These beneficiary errors happen for two reasons.  Either they haven’t been checked up on for some time (which hopefully you will now be prompted to do!).  Or, the choice of beneficiary was incorrect, either because it wasn’t consistent with their estate plan or you didn’t advise the client properly (which hopefully you now will!).

For more information and to register please click here:

Details

Nov. 22

Legal Structure and Issues: Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode One of A Three Part Series

Friday November 22

1:00 PM EDT – 2:30 PM ET

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advisors working with business owners, it is critical that you understand the differences in business entity types in order to properly advise your clients and uncover all the planning opportunities.  Advisors who lack knowledge in this growing area will be left behind.  It is important to understand the legal and tax differences between the various entity types to best advise clients and find sales opportunities.

 

For more information and to register please click here:

Details

Dec. 3

2019 Year-End Tax Planning

  • Date: Tuesday, December 3, 2019
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 90 minutes

Year-end tax planning isn’t dead, it’s just evolved. And if you counsel your clients on the most up to date strategies before year end, you’ll be the advisor they’ll tell their friends about!

For more information and to register please click here:

Details

Dec. 6

Tax Differences Between Entities: Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Two of A Three Part Series

Friday December 6

1:00 PM EDT – 2:30 PM ET

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advisors working with business owners, it is critical that you understand the differences in business entity types in order to properly advise your clients and uncover all the planning opportunities.  Advisors who lack knowledge in this growing area will be left behind.  It is important to understand the legal and tax differences between the various entity types to best advise clients and find sales opportunities.

 

For more information and to register please click here:

Details

Dec. 12

If You Don’t Understand the New and Very Broad Life Insurance Transfer for Value Rules, You and Your Clients Could Be In Store for Some Serious Pain

Thursday December 12

1:00 PM EDT – 2:30 PM ET

The Tax Cuts and Jobs Act amended Section 101 to deal with the transfer for value rule for reportable policy sales and added Section 6050Y to impose reporting requirements for reportable policy sales.  On October 25, the final treasury regulations were released, containing 120 pages of important content and rule changes.  The changes to the transfer for value rule are major and advisors need to understand these changes and how a simple change of ownership of a life insurance policy could fall under this new “reportable policy sale” definition and cause unneeded taxation of the death benefit.  These rules are not limited to the life settlement market, so all insurance producers, accountants, and attorneys need to understand the new rules because many transfers of policies that would not have previously been a transfer for value will now result in a transfer for value.

For more information and to register please click here:

Details

Dec. 19

Insurance Applications and Sales Opportunities: Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Three of A Three Part Series

Thursday December 19

1:00 PM EDT – 2:30 PM ET

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – A Three Part Series

Financial planners and insurance agents are gravitating toward the business market more and more.  With more advisors working with business owners, it is critical that you understand the differences in business entity types in order to properly advise your clients and uncover all the planning opportunities.  Advisors who lack knowledge in this growing area will be left behind.  It is important to understand the legal and tax differences between the various entity types to best advise clients and find sales opportunities

 

For more information and to register please click here:

Details