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February Round Table Breakfast: Members Only *
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February Round Table Breakfast: Members Only *

2/7/2019
When: Thursday, February 7, 2019
From 7:30 AM to 9:30 AM
Where: The University of Massachusetts Club
One Beacon Street, 32nd Floor
Boston, Massachusetts  02108
United States
Contact: Melissa Striharsky
978-364-5170
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 ***Thank you for your interest in the February Round Table. Registration is limited. If you have registered and are unable to attend, please send an email to bepc@bepc.org.***

 

BEPC Members Round Table Breakfast

The University of Massachusetts Club

Agenda:

  • 7:30 a.m. to 8:00 a.m. Registration and Networking  
  • 8:00 a.m. to 8:15 a.m. Opening Remarks      
  • 8:15 a.m. to 9:30 a.m. Round Table Sessions

*To view the full list and descriptions for BEPC Educational Tracks, click here.

Round Table Session Descriptions

Session 1: Income Tax Planning with Delaware Incomplete Non-Grantor  (DING) Trusts

Moderator: Amy Lonergan, Partner, Day Pitney, LLP

Description:  Amy will address the structure and the income tax benefits of “DING” trusts including reducing or eliminating state and local income tax on appreciated assets in a world after the 2017 tax act and dramatically increasing the capital gain exemption on Qualified Small Business Stock. 

Category of Track: T - Tax and L - Legal
Level of Track: Technical

Session 2: Ten Things to Know in  Talking to Your Kids About Prenups

Moderator: Christine Fletcher, Partner, Burns Levinson

Description: Christine will discuss how to properly advise the family when members of the second or third generation decide to marry.    Often, advice in protecting the family’s assets is at odds with the young couple’s pleas of how in love they are.  She will discuss the 10 topics that should be raised in discussing prenuptial agreements with clients. 

Category of Track: L - Legal and SD - Supporting Disciplines 
Level of Track: Technical

Session 3: Pre-Liquidity Planning

Moderator: Jessie Foster, CFP and Adam Beard, First Republic Investment Management

Description: Stockholders of pre-liquidity companies are often approached after their companies have gone public or sold. However, there are many planning strategies than can be implemented prior to a distribution event. Join Jessie for a discussion of the various strategies that can help clients minimize taxes, leverage gifts, minimize potential gift taxes, and gift future appreciation while maintaining control over investments.

Category of Track: T - Tax and F - Financial

Level of Track: Technical

Session 4: Everything You Want to Know About College Admission and Financial Aid and How it Relates to Estate Planning

Moderator: Larry Danenberg, College Solutions

Description: The typical family will be investing between $120,000 and $275,000 per child to send their child to college.  This is the largest single expense most families face.  Learn how you can help them with this investment decision.  Learn how UTMAs, 529s, 401Ks, whole-life, annuities, debts, personal and business assets are treated for financial aid purposes.  Business ownership, divorce/separation makes the college process even more difficult.  But there are opportunities if the family understands the process, which Larry will discuss.

Category of Track: SD - Supporting Disciplines 

Level of Track: Fundamentals

Session 5: Beyond the Numbers-What to Worry About and Why in 2019

Moderator: Brad McMillan, CIO of Commonwealth Financial Network

Description: Brad will discuss the following questions: When we look at the economy and the markets, what do we worry about?  And what should we worry about?  Are they the same?  His talk will examine what we do worry about and why we shouldn’t, and look at what really matters in order to plan effectively.

Category of Track: F - Financial

Level of Track: New Developments



*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*