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Event Schedule
4 Hours of Continuing Education is pending approval for Ohio Insurance, MI Insurance, CLE, CFP, CPE & PACE
Appraiser's Updates on Adjustments for Lack of Control and Lack of Marketability
Jeff Denning, Markham Norton
Knowledge about the factors and market data that influence the magnitude of appraised value adjustments for discounts for lack of control and for limited marketability has evolved over the past twenty-five years. Jeff will share his knowledge, frequently used techniques, critical factors, updates on market data resources, and ways to effectively discount without drawing proposed tax adjustments.
Artificial Intelligence: Benefits and Ethical Pitfalls
Nancy Rapoport, UNLV Law Professor
Artificial intelligence is here to stay, and although some people predict that AI will destroy humanity, others applaud its ability to turn hours of drudgery into minutes that can provide a first draft. But people have to use AI responsibly, in much the same way that they'd use any other new tool. This presentation will discuss how AI works, what it can do for us, and what ethics rules are implicated by its use.
Powerful Planning with 529 Plans
Rob Tirrell, Principal Asset Management
This presentation will be a comparison of education savings plans and impact of Secure Act changes on 529 plans for families. It will be an opportunity to learn not just the basics of saving for college through a 529 plan, but how they can be one of the most powerful planning tools on the market for clients and financial professionals.
Integrated Business Succession Planning: Strategic Positioning of the Privately Held Business and Wealth
Susan Rounds, Deutsche Bank Wealth Management
All privately-held businesses will transition at some point – either by design or by default. This presentation identifies the key drivers that underlie business dynamics and family dynamics and illustrates a three-pronged approach to designing an integrated business succession plan to align the goals and objectives of the business and the family. We will discuss the impact of changes in the tax law, strategic transition opportunities, tax-efficient strategies and pre-transaction planning steps to consider in order to optimize the chosen path.
10:45 - 11:45 am - Breakout Speakers (choose one of the three options)
9:00 - 10:30 am - Headline Speaker
8:00 - 8:45 am - Check-In, Continental Breakfast, Exhibitors
8:45 am - Toledo Estate & Financial Planning Council - Annual Meeting
11:45 am - 1:00 pm - Lunch, Exhibitors
1:00 - 2:30 pm - Headline Speaker
Top 10 Mistakes of Deceased Celebrities
Eido Walny, Walny Legal Group
People make estate planning errors every day. Celebrities are no exception to that rule, except that their mistakes are amplified by their fame, wealth, and public curiosity. In this talk, we will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided. Without a doubt, you will see these errors reflected in the planning done by your every-day clients, as well.