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X-WR-CALNAME:Wilson Law Group, LLC
X-ORIGINAL-URL:https://wilsonlawgroup.com
X-WR-CALDESC:Events for Wilson Law Group, LLC
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DTSTART:20190101T000000
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BEGIN:VEVENT
DTSTART;TZID=UTC:20200415T120000
DTEND;TZID=UTC:20200415T130000
DTSTAMP:20200408T001206Z
CREATED:20200406T214510Z
LAST-MODIFIED:20200408T001206Z
UID:1842-1586952000-1586955600@wilsonlawgroup.com
SUMMARY:WEBINAR - The SECURE Act & Planning Options
DESCRIPTION:With the passage of the SECURE Act\, effective January 1\, 2020\, the landscape of planning with qualified accounts has changed dramatically. In the past 15+ years\, attorneys and advisors were careful to promote the use of the stretch or inherited IRA to the next generation. The massive value of a lifetime stretch-out with tax free growth was easy to understand for clients as they looked at the legacy of their estates. The use of special trusts to supplement the Inherited IRA added asset protection to this planning and gave rise to inclusion of even younger generations to maximize the stretch-out. As the maximum time period to defer taxation on an inherited IRA is now 10 years\, this program will review options to add value to the legacy of clients. The use of Roth IRAs\, avoiding the Spousal Roll-over Trap\, adding life insurance to a plan\, and extending the number of beneficiaries of a qualified account will be reviewed. \nAs the maximum time period to defer taxation on an inherited IRA is now 10 years\, this program will review options to add value to your clients’ legacies. \nTopics include: \n\nThe Use of Roth IRAs\nAvoiding the Spousal Roll-over Trap\nAdding Life Insurance to a Plan\nExtending the Number of Beneficiaries of a Qualified Account\n\nThis program is approved for one hour of CE credit. Presented by Attorney Daniel Purtell/Attorney John Haslam. \nTo register\, click here.
URL:https://wilsonlawgroup.com/event/the-secure-act-planning-options/
LOCATION:WI
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200429T120000
DTEND;TZID=UTC:20200429T130000
DTSTAMP:20200428T165713Z
CREATED:20200406T214650Z
LAST-MODIFIED:20200428T165713Z
UID:1843-1588161600-1588165200@wilsonlawgroup.com
SUMMARY:WEBINAR - Estate Taxation & Basis Step-up
DESCRIPTION:Estate planning used to be all about estate taxation\, and for good reason. Back in 2000\, the estate tax exemption per person was only $675\,000 with an effective tax on every dollar above that amount at a 55% rate. Strategies like gifting\, family limited partnerships\, irrevocable life insurance trusts\, complex gifting programs\, and the use of bypass trusts were the name of the game. Now\, in 2020\, the exemption is $11.58 million\, with an effective rate of only 40% over that amount. This has meant that for the past several years that the most important part of any estate plan for most of our clients is not estate taxation. But\, there are still old plans that need to be updated that could actually cause another kind of tax….capital gains. \nThis program will review the current situation of estate taxation and how future planning must include a serious discussion about overall taxes\, including capital gains and income tax\, and has been approved for one hour of CE credit. Presented by Attorney Daniel Purtell/Attorney John Haslam \nTo register\, click here.
URL:https://wilsonlawgroup.com/event/estate-taxation-basis-step-up/
LOCATION:WI
CATEGORIES:Webinars,Workshops for Professional Advisors
ORGANIZER;CN="Wilson Law Group":MAILTO:mail@wilsonlawgroup.com
END:VEVENT
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