ESTATE PLANNING COUNCIL OF BROWARD COUNTY, INC.

Adventures in Wealth Planning

Ideas for Today's Environment

Speaker:  Robert "Bob" Dietz, CFA

Director, Wealth Strategies Group, Bernstein

This presentation will provide an overview of the current planning environment and challenges, the current tax setting including key provisions and the impacts of the Tax Cuts and Jobs Act.  It will also focus on Charitable Planning Considerations after TCJA 2017 and the restructuring of bequests as IRD assets or income-based charitable bequests.  Finally, Bob Dietz will discuss the planning for the "lucky" few to whom the estate tax still applies.

This presentation has applied for 1 hour of continuing education credit for the following disciplines:

CLE (legal), CFP® (Certified Financial Planners) and CPE(Accountancy)