Half Day Event - An Advisor’s Guide to the New 20% Pass-Through Deduction, Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples, and Trusts as Beneficiaries of IRAs
Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.
Jeffrey also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to financial, tax and estate planning.
He is a nationally-recognized and aware-winning thought leader within the financial planning community.
7:00 AM - Registration & Breakfast
8:00 AM - Breakfast Complete -1st Session (An Advisor’s Guide to the New 20% Pass-Through Deduction)
10:00 AM - Break
10:30 AM - 2nd Session (Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples & Trusts as Beneficiaries of IRAs)
12:30-ish PM(depending on the actual length of presentations) - End
Click Here for a copy of the presentation materials and additional reading materials.
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