BEPC Members Round Table Breakfast
at the University of Massachusetts Club
7:30 AM to 8:00 AM Registration and Networking
8:00 AM to 8:15 AM Opening Remarks
8:15 AM to 9:30 AM Round Table Sessions
*To view the full list and descriptions for BEPC Educational Tracks, click here.
Please Note: Round Table Sessions begin at 8:15 AM on October 17th. Be sure to check your icalendar if you saved a selected session to your calendar, as the noted time will be off by one hour. The Round Table event does save the correct start and end time to your calendar. Thank you!
Round Table Session Descriptions
Session 1: Guide to Giving Wisely: How to help your client through the charity selection process.
Moderator: Josh Daly, Fidelity Charitable
Description: Individual donors gave $292.09 billion to charity in 2018. During this session we’ll discuss resource, tools, and strategies to help the “everyday” donor identify the charities they would like to support and highlight the resources they can use to evaluate these charities. We’ll also discuss the important considerations for donors. Such as, family value, philanthropic engagement, charitable action plans, and questions donor should ask the charities they are considering supporting. Please join us for this informative and timely conversation.
Category of Track: Charitable/Philanthropy
Level of Track: Fundamental
Session 2: Tax and Legal Considerations When Your Client Sells Their Business, including 1202 (QSBS) stock, stock v. asset deal, state income tax considerations, and estate planning.
Moderator: Kurt Steinkrauss, Mintz
Description: Come learn about steps involved when your client sells their business. Kurt will walk you through the process of engaging an investment banker, going to market, signing a Letter of Intent, and negotiating the definitive purchase agreement. He will review the related tax and legal issues associated with the sale process. In addition, Kurt will discuss the various estate, gift, federal and state income tax savings opportunities. He will review the Qualified Small Business Stock rules, gifting considerations and when and how to look to save on state income tax savings. Put yourself in a position to help your clients and come learn from Kurt on this important and timely topic.
Category of Track: Tax
Level of Track: Technical
Session 3: Cybersecurity: What You Don't Know Can Hurt You and Your Clients
Moderator: Steven Weisman, Margolis & Bloom
Description: Cybersecurity is not an option, it is a necessity. It is a requirement of both state and federal law. No one is too big or too small to be a target of hackers and identity thieves who are increasingly targeting financial professionals, investment advisors, lawyers and accountants. The danger is not as bad as you think... it is far worse. The rapidly expanding Internet of Things whereby numerous everyday devices are connected and controlled over the Internet. has increased our vulnerability to being hacked. The list of things that make up the Internet of Things includes cars, refrigerators, coffee makers, televisions, microwave ovens, fitness bands, thermostats, smart watches, webcams, copy machines, medical devices, home security systems and even children's (and adults') toys. The good news is that by following basic cybersecurity steps you can dramatically decrease your chances of becoming a hacking or identity theft victim and you can also learn how to educate your clients about the steps they should be taking to protect themselves from identity thieves and hackers. We will discuss passwords, dual factor authentication, strong security questions, credit freezes, account monitoring, VPNs, spear phishing, SIM swapping, ransomware, the Dark Web, data breaches, security software and more.
Category of Track: Supporting Disciplines
Level of Track: New Developments
Session 4: Life Insurance Fundamentals
Moderator: Tobi Silver and Jason Feitelberg, Sterling Resources, Ltd.
Description: Life Insurance Fundamentals for Private Client Advisors will focus on identifying the reasons High Net Worth families and individuals need life insurance, describing the types of life insurance products, techniques to mitigate gift taxes associated with trust owned life insurance and reasons for diversification, and creating awareness of the need to audit and/or monitor existing life insurance portfolios.
Category of Track: Insurance
Level of Track: Fundamentals
Session 5: Municipal Bonds in the Current Interest Rate Environment
Moderator: Whitney Fitts, Appleton Partners
Description: Whitney will discuss municipal market dynamics including distinctions with the Treasury market. She will address tax-advantaged investing, demand drivers, and credit quality. She will also look at investment considerations such as active management relative to passive approaches, the attributes of separately managed accounts compared to pooled vehicles, and how investors can utilize municipals as a portfolio risk diversifier.
Category of Track: Financials
Level of Track: Fundamentals
*When completing registration, please select only one session to attend.*
*This event is for BEPC members only. If you are interested in becoming a member of BEPC, see here. There is no registration fee required for this event*
To view BEPC's Event Cancellation & Substitution Policy, please click here.
To view BEPC's Code of Conduct Policy, please click here.